QCI’s charitable planning integrates seamlessly with existing wealth management, estate planning, and tax strategies, ensuring that philanthropy fulfills family legacies and enhances financial goals. We specialize in the following areas of charitable planning:

We collaborate as part of the team to foster a deeper understanding and appreciation of the different types of family wealth, helping clients recognize and utilize them as valuable assets.

We manage the day-to-day needs and life goals of the charitable plans and offer opportunities to prioritize time and talents, pursue personal passions and family dreams, ultimately discover strategies that allow philanthropists to enjoy their legacy now.