“Those who are happiest are those who do the most for others.”
– Booker T. Washington
Many people enjoy putting their money where their heart is. Of course, the financial incentives for giving are many—and complex—as well.
Choices include using donor-advised funds—essentially a charitable investment account—as well as giving to private foundations. In fact, we can even set up and manage your own charitable foundation, if that is an option for you.
As advisors, helping our clients do positive things with their wealth is one of the best parts of our jobs.