Charitable Giving

Nov 27, 2018 | Dan Rudisuela


"We make a living by what we get, but we make a life by what we give." Winston Churchill

The holiday season is a time of giving. We buy for those we love and we donate to charities that we believe in. Giving Tuesday, toy drives and Salvation Army kettles are as much a part of the season as festive lights and Santa hats.

For many of our clients, charitable giving is an important piece of their overall wealth management. It satisfies their philanthropic objectives, creates a last legacy and plays an important role is tax planning. Having a personal charitable gift fund complete with the name of your choice, a website and the ability to name a successor to carry on your work is:

  • easy to establish
  • low cost
  • flexible 
  • tailored to your philanthropic goals and values

To discuss the role charitable giving might play in the management of your wealth please reach out to me directly here. Best wishes for a season of giving!