Charitable Giving

Your Trusted Advisor for Charitable Giving

What is charitable giving? Giving money or property, such as clothes, household items, or even a vehicle, to a qualified 501(c)3 nonprofit is considered charitable giving. A charity must have a 501(c) status if you want to deduct your donations from your federal taxes.

Helping you give wisely

One of the rewards of investing wisely over the years is having the opportunity to give to causes you care about. If you have reached this happy place, we can help with the execution of your giving. If you are still working towards this, we can make it one of your goals and help you get there!

Charitable giving is an important part of your financial plan. The ability to support causes that are important to you can be a meaningful outgrowth of your success. Financially, it can also provide tax benefits for a lifetime. We can help you execute your giving plans.

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