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

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.