Services
Charitable Planning
Overview
HM understand that there is no “one size fits all” approach when it comes to your philanthropic legacy. As all client philanthropic legacies are complex, we work to provide integrated strategic solutions tailored to support your charitable intent.
How We Help
Heston Morton provides each client with expertise to help clients navigate their philanthropic legacy by providing guidance in the following areas:
- Advanced estate planning strategies, such as charitable remainder trusts and charitable lead trusts
- Private Foundations and Family Foundations
- Public Charities
- Guidance on donor advised funds and charitable gift annuities
