CHARITABLE GIVING

- P A U L   C O E L H O

A   L I F E   W I T H O U T   C A U S E   I S   A   L I F E   W I T H O U T   E F F E C T

Part of your legacy is what you leave behind after you’re gone.

The Charitable Giving Strategy begins with asking yourself the question how much is enough?

 

Once you can answer that question, you can begin to develop a giving strategy that takes advantage of tax laws and allows you to optimize the impact of your gift on the lives of others.

C H A R I T A B L E   G I V I N G

 

W I T H   A   D O N O R

A D V I S E D   F U N D

Two Simple Strategies

C H A R I T A B L E   G I V I N G

U S I N G   Y O U R   I R A

Direct Rollovers are not counted as Income

s u p p o r t i n g   o u r

l o c a l   &   g l o b a l

c o m m u n i t i e s

Giving back is a big part of who we are