PHILANTHROPIC PLANNING

The Lyell team has considerable experience working with clients on their charitable giving goals and plans. Lyell Wealth Management has the perspective and tools to advise clients on their financial viability to gift and in what amounts.

Some strategies can be realized in the present, such as Donor Advised Funds and gifting highly appreciated assets, while others are incorporated as part of the client’s estate, such as a Charitable Remainder Trust. We don’t replace the need for an estate attorney to draft appropriate documentation, when necessary, but we are a useful sounding board.