Generally speaking, very few of us would consider ourselves philanthropists. That title is often reserved for the select few capable of building the new wing on the hospital or the billionaire seeking to eradicate malaria. However, the reality is that we’re all philanthropists – either strategically or sporadically – as we give of our time, talents and dollars.
We recognize that many of our clients have a desire to give back to the communities and causes that have been instrumental in their own lives. At the same time, we believe that strategic philanthropy should be meaningfully integrated with your Complete Wealth Plan. As a wealth advisory practice that has always had a philanthropic tilt, we strive to provide philanthropic support to our clients. Over the years, we've developed a toolbox of gifting solutions that are custom tailored to your specific charitable goals.
Here are a few ways to learn more.