charitable giving

Charitable Planning

We are trusted advisors to those families looking to leave a lasting legacy through charitable gifts and donations.

Charitable Planning Strategies

Our approach to charitable planning starts within a family itself. We encourage and facilitate dialog around core values, the needs of the community, and how our client wishes to leave a lasting impact.

We walk families through various philanthropic strategies to create a giving matrix that will meet desired goals within their value structure. There are several vehicles for making planned charitable gifts. Our advisors help choose the vehicles that align with our clients’ passions as well as complement their tax strategy and overall financial plan.

Charitable giving is a multigenerational conversation. When families work with Morton Brown, they have a full team of financial professionals who are committed to serving the long-term goals of their philanthropic impact.

Charitable Planning Team

As a Chartered Advisor in Philanthropy®, Katie Brown often joins charitable planning conversations with our clients. Her cross-disciplinary education in understanding how philanthropic planning integrates with family dynamics is invaluable. With her CAP® designation, Katie facilitates meaningful charitable planning conversations to better integrate purposeful giving into a client’s overall financial plan.

Additionally, our team of CERTIFIED FINANCIAL PLANNERS™ maintain close relationships with estate planning attorneys and CPAs and can provide referrals as appropriate. We also strongly believe that a client’s professional team should work in tandem on interrelated matters. Oftentimes, our advisors take on a lead role in coordinating efforts related to clients’ financial lives.