Kochis Fitz

Philanthropy

Many of our clients have ambitious and complex objectives for charitable giving. We create customized charitable giving solutions to optimize the combination of available tax benefits and use of financial resources in order to achieve social welfare and the personal satisfaction that comes from giving.

Our comprehensive planning process helps clients identify and prioritize their appetite and capacity for making charitable contributions. We then pursue optimal gift structures that can include donor advised funds, supporting organizations, private/family foundations, direct cash/stock gifts, and a wide variety of charitable trusts such as charitable lead and charitable remainder trusts.

These approaches often also accomplish other key goals such as portfolio diversification, intergenerational wealth transfer, and the development of a philanthropic ethic for the family’s younger generations.