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Charitable Planning

Plunk Smith helps individuals and families create strategic charitable giving plans that align with their values while maximizing tax benefits. Whether you’re looking to establish a foundation, create a charitable trust, or incorporate philanthropy into your estate plan, we provide tailored solutions to ensure your generosity makes a lasting impact.

Our Services

Charitable Trusts – Structure giving through trusts that provide tax advantages and long-term benefits.
Private Foundations & Donor-Advised Funds – Establish personalized giving vehicles for greater control over charitable contributions.
Planned Giving Strategies – Integrate charitable donations into your estate plan to support causes you care about.
Tax-Efficient Giving – Minimize tax liabilities while maximizing the effectiveness of your contributions.