Charitable Giving Strategies

Name: Envision Technology Advisors
Price range: $

Developing charitable giving strategies that align with your interests, needs & objectives.

Net Promoter Score

Providing world-class client service.

Why work with us

Helping you become future ready.

Our approach to developing a charitable giving strategy is one that aligns with your charitable interests and objectives and best fits your unique individual and family needs. With so many avenues for charitable giving, our Private Client Services (PCS) group works with you to determine the best available opportunities for your philanthropic wishes.

Practice Leader(s)

David M. Desmarais, Partner, Private Client Services Group

Charitable Gift Planning Services Include:

Giving, timing and documentation strategies
Charitable strategies using donor advised funds, charitable remainder trusts, charitable lead trusts and private foundations
Structuring special gifts such as university chairs, fellowships, trusts and annuities
Non-cash and other creative charitable contributions
Engaging heirs in philanthropic endeavors

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