Many of SAMC clients want to make a difference in their community and in our world. We frequently talk with them about ways to give. Options include creating your own charitable fund or working through a donor-advised fund that’s part of your estate plan. Gifting is often done through various types of trusts, which our trust services experts can help you establish.

As your philanthropic advisors, we’ll work with you to prioritize your causes and create a philanthropic plan that supports your goals. Options include providing direct funding or setting up trusts now and including additional philanthropic giving in your estate plan. Aiding organizations with your time and talents is another aspect of philanthropic planning, and many of our clients combine financial gifts with volunteer support.

Do you take pleasure in knowing that good is being accomplished today with your dollars? If so, you might opt to support established charitable organizations focused on clearly defined or quantifiable results. Do you instead want to use your money to help set a new course for tomorrow? In this case, you might decide to support a start-up organization or a new direction for an existing group.

Your philanthropic plan might follow one or both of these paths, as well as an array of different implementation options. We can help you determine which style of giving can bring you the most satisfaction in achieving your desired outcomes.

By understanding your philanthropic priorities and giving intentionally, your charitable choices become easier as does saying no to those causes and organizations that don’t fit into your philanthropic framework.