Family and Estate

Charitable Giving

Charitable giving is a personal decision for each individual. Our team of professionals can help each individual, or family, meet their charitable goals and intentions. Warren Averett's experience in this area can help clients decide what is the best avenue for pursuing their charitable goals, as well as maximizing tax benefits.

Charitable giving is more than writing a check to charity. Most often, charitable giving involves using family assets (real estate, retirement assets, business interest, marketable securities) to achieve long-term charitable goals. Whether it is setting up a donor advised fund, private foundation, supporting organization, charitable remainder trust, or charitable lead trust, our team can help clients through the maze of options to determine what best meets their needs.