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Philanthropic Services

The Smith Group* can help you establish meaningful philanthropic contributions to stand testament to your personal values for generations. Charitable giving to an important cause pays tribute to your life, career, family and the world at large. It also enables you to reduce your taxable income.

Services Include:

• Endowments
• Foundations
• Tax minimization strategies
• Online access
  • Envoy — Live 24/7 Internet access to account information, market data, news and investment research
  • Electronic monthly statements

 
The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect to any person’s specific circumstances.