Philanthropy
Philanthropy for your future
Philanthropy
Many clients have philanthropic interests. We can help you maximize your impact by optimizing the most efficient way to donate to charity from your investments.
Philanthropic Investment Services:
- Qualified Charitable Distributions (QCD) from your IRA
- Gifting stock
- Donor Advised Funds
Our Approach
Assess
Assess
We take the time to understand your needs, wants and wishes.
Educate
Educate
Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.
Achieve
Achieve
Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.
Assess
Assess
We take the time to understand your needs, wants and wishes.
Educate
Educate
Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.
Achieve
Achieve
Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.
