Giving Back

There may come a time when you may wish to help the community with significant financial support. Giving back to the community can be a very rewarding experience, knowing the funds you accumulated can improve the lives of others.

Jeff has served on the boards of 501(c)(3) organizations and has extensive experience in structuring an effective giving plan. He works with individuals and families in setting up charitable trusts and donor-advised funds to achieve effective giving strategies and maximize the tax benefits.