Charitable giving strategies that reflect your values.
Maximize your impact and make a difference.
Charitable giving can be a powerful part of your financial plan—one that benefits both your community and your financial future. We help you design personalized charitable giving strategies that support the causes you care most about. Let us partner with your tax and legal professionals to help you develop the most tax-efficient strategy for your philanthropy.
Whether you're exploring long-term funds for a charity, legacy gifts, or direct contributions, the Chloey team helps simplify the process and maximize the benefits. We work closely with local partners like the Lincoln Community Foundation and Nebraska Community Foundation to ensure your generosity creates meaningful, lasting change.
Jenna and Natalia can advise you on the creation of:
Charitable Remainder Trusts
Donor Advised Funds
Endowments
Private Foundations
Plan With Purpose
Our team guides individuals and families through personalized giving strategies that align with their values and long-term financial goals.
We create customized philanthropic plans that bring your unique charitable goals to life.
We partner with your professional team to create tax-efficient strategies that maximize the impact of your giving while minimizing your tax burden.
We handle the details so you can focus on what matters most: giving back.