Charitable Giving

The financial planners at Sinclair Risk & Financial Management offer a wide range of solutions to meet the philanthropic goals of organizations, corporate foundations, individuals, and families.

Our professionals can help you maximize your philanthropic objectives while making charitable giving as simple and effective as it is rewarding. We have experience working with individuals who have a high capital gains tax exposure; are in transition in life (empty nest, retirement, estate planning); want to grow contributions tax-free over time; leave a legacy for future generations; and of course, give back to the community.

We’ll also work with you to set up tax-smart accounts, such as a charitable remainder trust, pooled income fund, private foundation, or donor-advised fund.

In addition, Sinclair works with corporations to help determine the most effective vehicle to support their favorite charities over the long term and gain the financial benefits from doing so.

We make giving easy.
Let Sinclair help you make a difference through charitable giving. Our financial planners will provide you with alternative strategies that meet your objectives. Please give us a call at 203.265.0996, email us, or return the form on this page.