Charitable Planning

Throughout the year we support a variety of local and regional organizations through donations of time and money.  We also work with clients who are seeking to identify worthwhile organizations and efforts as part of their personal planning.

Organizations we have supported in the past include:

  • Mother’s Choice

  • Flourishing Future Mongolia

  • American Red Cross Disaster Relief

  • Angels for Orphans

  • Christian Action Refugee Services

  • Sunrise Orphanage Cambodia

  • Aoi Pui School

  • Pok Leung Kuk

  • Box of Hope

  • Society for the Community Organization

Our founders are passionate about giving back and employees are encouraged to participate in charity projects throughout the year.

If charitable giving or philanthropy are important to you and your family, let us help you develop a planned giving program or legacy gifting through your estate planning.  For US citizens, we can assist you with organizing your giving in the most tax efficient way possible.