Giving With Purpose, Planning With Precision
Transform your generosity into a meaningful, tax-efficient strategy that not only amplifies your impact but also captures tax benefits.
Philanthropy is personal, and so is our approach.
At Simon Quick Advisors, we help simplify the complexities of charitable planning, from structuring donor-advised funds to optimizing tax benefits, so your generosity reaches its fullest potential.
Explore Our Philanthropic Planning Services
Give with clarity and control. We set up donor-advised funds that let you contribute, invest, and distribute funds to charities on your timeline, with immediate tax benefits.
Foster a tradition of generosity. We help private family foundations, offering insights on board governance, grant distributions, and regulatory requirements.
Unlock flexibility and control. We identify opportunities to utilize charitable trusts that balance tax efficiency, income needs, and long-term support for your causes.
Leave a lasting legacy. We offer solutions for charitable contributions that align with your estate plan and deliver lasting value to your beneficiaries and causes.
