Maximize the benefit of your giving
Effective philanthropy doesn’t just happen – it’s intentional. It requires a plan and an experienced partner you can trust. The Associated’s Philanthropic Planning & Services department provides support and advice for structuring your giving in ways that best benefit you, your family and the community. With a donor-advised fund, foundation or endowment, you can make a profound impact on the issues that matter to you now, and leave a legacy that will continue your good work over generations.
Our services
To put your plan into action, our expert staff will provide concierge-level support in helping you build and maintain a strategy for all of your giving. Our professionals will:
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Help you design a plan that reflects your values and ensures your legacy
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Work with you and your advisors to devise a charitable giving plan that minimizes your taxes and maximizes philanthropic impact
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Raise your awareness about needs in the community
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Guide and advise your giving
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Design strategies to involve your children and grandchildren in your family’s charitable giving
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Manage your fund’s investments and maintain all legal and financial documents
Maximize the impact of your giving, today and for future generations
Receive specialized support for your donor-advised funds and supporting foundations