
Charitable Strategies
Services
Net Worth Management Tax Preparation & Consulting Estate Planning Charitable Strategies Asset Protection M&A Consulting Multi-Generational Planning Strategic Partner ManagementStrategic Giving For Lasting Change
Many of our clients come to us with a firm idea of what, where, and who they want to include in their philanthropic efforts. Others simply want to leave a positive lasting impact on the world around them. In either case, the Corus team can help turn that vision into a sustainable plan that will continue to touch lives in the years ahead.
FINDING SMARTER WAYS TO GIVE
Once your vision has been clearly defined, we help you leverage innovative tools and best practices to enable you to make the greatest possible impact by moving beyond simple cash and asset donations. We can help you explore innovative funding alternatives that enable you to set up ongoing charitable trusts, leverage non-cash assets, and provide for legacy gifting in the future while generating tax advantages and other benefits for you and your family today. Our Charitable Strategic Services include:
- Setting up Charitable Pooled Trusts
- Gifting of business, real estate, or appreciated securities
- Innovative charitable funding strategies and philanthropic consulting
- Mission, vision, and value identification