At Callan Capital, many of our clients have ambitious and complex objectives for charitable giving. Our comprehensive planning process helps clients identify their appetite and capacity for philanthropy. First we help our clients determine their charitable objectives and create a mission statement. Once a realistic set of objectives is outlined, we help create a carefully conceived strategic plan that focuses on our clients values and philanthropic goals.

There are many gift structures that can include charitable lead trusts, charitable remainder trusts, family foundations, direct gifts and donor advised funds. We focus on clients’ entire wealth transfer strategy to help determine a plan and gifting structure that is appropriate.