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Philanthropic Giving

Philanthropy is important to many people. Artistic, educational, religious, medical, health and other specialized organizations benefit every day from the generosity and efforts of individuals who support them. Our clients are involved in a wide range of philanthropic endeavors, some at an international level and some at a national or community level. Just as most of our clients have philanthropic goals, many employees of our firm are extensively involved in philanthropic programs.


TMG is committed to supporting these essential efforts in a number of ways:

We facilitate inter-generational discussions regarding family wealth stewardship and philanthropy;

We consult with clients to help establish family foundations;

We consult with clients to help implement investments in community foundations and donor-advised funds;

We provide extensive tax planning for gifting strategies to minimize taxes and maximize gift impact;

We develop cash flow models to establish levels and ranges of philanthropic giving;

We establish charitable lead, remainder, annuity and unit trusts;

We provide investment management for assets held in charitable trusts;

We provide investment management for assets held in 501(c)(3) foundations; and

We prepare gift tax returns for clients, where appropriate.