Charitable Giving Strategies

Making the most of your charitable giving


The desire to help others is at the heart of our firm. If charitable giving resonates with you, we want to help you create a gifting strategy that accomplishes your goals, works with your financial plan and encompasses tax and legacy strategies so that your gifting is done in the most optimal way.

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Our Process


If charitable giving has been important to you during your life, we encourage you to consider having it part of your legacy plan. When you work with Birchwood Financial Partners, we listen closely to your wishes and help you create a flexible giving plan that you can change as needed over your lifetime.

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