Passing on the Spirit of Generosity in a Tax Smart Manner

If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at