You have invested well and now you would like to invest some of it back into your community…

By |Published On: October 23, 2019|

We can help.

Increasingly, individuals are gifting securities, (stocks, bonds, mutual funds), as a method of donating to charities. This type of philanthropic gift is a great way to establish and endowment fund since the tax implications can be very advantageous to the donor. Speak to our financial advisor first and then join us for a conversation about how to achieve your philanthropic goals.

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