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Philanthropy & Legacy

Our clients have always been known for their generosity and devotion to giving.


Before becoming clients, most of them donated cash when there were more tax advantageous assets to give, assets that enabled those individuals to make a larger charitable impact. At Hawthorne Financial, we have a long history helping families explore charitable giving and philanthropy. From creating a family mission statement to deciding the giving vehicle, we have the resources to guide you through the process of creating a family legacy. For donating complex assets such as Private S and C Corp stock, limited partnership interests, and other privately held assets, we have professional alliances with experts specializing in the technical tax and legal requirements required of donating illiquid assets.