Our Philanthropic Pursuits

The desire to make a difference runs through all of us. Whether that is making a difference in our families' lives or in the lives of others, almost all of our clients share their passions with us but often question the impact of philanthropic giving on their total wealth. We help them to realize the value of those contributions, as well as the impact that giving can have on their own families.

Giving back can be one of the most important ingredients in maintaining a happy, successful life. A robust and intentional giving practice can provide significance for you, for your family and for those people, causes and institutions you care deeply about. It can also be used as a tool to enhance critical life skills.

Simply put, giving feels good and we excel in showing you creative ways that you can build this type of behavior into your planning and your life, often times without diminishing your lifestyle or children's inheritance.

We feel so strongly about this approach that we invest significant time, and money in the support of our favorite charity, Main Street Philanthropy, which seeks to transform people from the inside out, and society from the bottom up by helping youth and adults experience the joy of giving.

Our founder, Yale Levey is an ambassador (teacher) for Main Street Philanthropy and has been responsible for bringing its' philanthropy curriculum into six schools districts in addition to personally teaching and overseeing twenty classes. He also serves as the organizations national advisory board chair and is a co-creator of the program helping to expand its' benefits throughout the country.

If you would like to learn more about Main Street Philanthropy or help us support them, take a look at their website at www.mainstreetphilanthropy.org