Charitable Giving
Charitable Planning is wide and diverse. In addition to the personal edification and family value statement, the estate and tax benefits are numerous. Charitable giving can encompass and include a wide array of strategies, that depending on the overall goal and objective, can be utilized. 

Outright gifts

Charitable giving can be accomplished in many different ways. We can help you identify the most advantageous way to make an outright gift via a direct contribution or the donation of a particular asset.  It is important to review your options to determine the best approach.

Gifts from Individual Retirement Accounts

Lido will help you analyze if this option is appropriate for your situation. We can assist in examining all tax considerations before you execute this strategy.

Charitable Trusts

Charitable Trusts are a great way to build your legacy. They may allow for near-term tax deductions, the potential for ongoing income, and a legacy gift to the charity or charities of your choice.  We can help you analyze if this is an appropriate strategy.


Foundations allow for your legacy to pass down to the next generation. By involving your children and family, you can help build a foundation of charitable giving that can last generations.  Foundations are a complex option that we can help you explore and identify if it is appropriate for your family.

Donor-Advised Funds

Donor-Advised Funds are similar to a Foundation, but with much less regulation and oversight. You may receive a near-term tax deduction for your donation if the Donor-Advised Fund is a registered charity.  Once you contribute, we can help you manage your assets as you gift them out over time.  These also provide the option of involving your family for generations to continue your spirit of philanthropy.

Common Interests, Shared Trust.