Our Planned Giving Group offers the highest-quality consulting, tax and accounting services to institutions and service providers.  Our knowledge of planned giving, coupled with our expertise in tax and accounting issues, allows us to work closely with service providers and institutions to meet donor and beneficiary expectations.

 Whether your engagement is local, national or international, we offer the global resources and specialized knowledge you need to make your planned giving program a success.  For over a decade, we have provided planned giving administrative services to financial institutions, universities and other not-for-profit organizations. From the initial proposal to the conversion process, as well as reviewing year-end investment information and completing tax returns, we are well equipped to provide assistance at every stage of your planned giving program.  For more information please contact Lisa A. Cantone, CPA at 860-633-3000, or email: lcantone@jhcohn.com.