Philanthropic Planning

Tradition Wealth Management offers a full suite of philanthropic services to foundations, donors and non-profits—including strategic planning, asset management, and administrative resources. Our focus is to help you empower your impact and guide you in selecting the best course for your philanthropic activity. We support you to maximize the benefit to the causes you choose to support and your personal and financial goals.

Our advisors can help you:

  • Develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy including assistance with endowment consulting, donor advised funds, charitable trusts, and non-profit management.
  • Consider sophisticated tax strategies which may substantially reduce income taxes and eliminate estate taxes.
  • A plan to deal with highly appreciated financial assets that benefits the charitable institution as well as you and your estate.