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the Philanthropist

Giving back is something that is important to all of us at Taylor & Huntley. Tom, Mary, and Josh have served and continue to serve on the boards of various non-profits. We enjoy helping people think through and plan how to efficiently transfer assets to causes that are important to them. In addition to the other ways we help folks, we help philanthropists in the following ways:

  • Strategic utilization of philanthropic vehicles
  • Figuring out who to leave money to and how
  • Identifying tax-efficient gifting strategies
  • Legacy planning
  • Conduct meetings with benefactors