Philanthropy
Many individuals desire to manage their wealth in a way that not only benefits loved ones, but also advances their philanthropic goals. Our not-for-profit professionals offer expertise to realize these goals, whether through the creation of a private foundation, utilization of donor-advised funds, or yearly tax planning to give charitably and maximize tax savings and fiscal sustainability.
We work with both new and established charitable organizations, and are able to leverage unique connections and capabilities to best capture your vision.
Our experienced team will help you coordinate the plan that most effectively suits your needs.
Structured charitable giving
At Schneider Downs, we can incorporate your family’s ideology to create and execute your philanthropic goals.
Legacy planning
- At Schneider Downs, we can establish your private foundation, and leverage community funds to support charitable causes that are of significant importance to you and your family.
- Through estate planning and other generational transfers, Schneider Downs can provide the greatest tax opportunities available for you and your family.
