Supporting Retirees

One of our retired clients approached us earlier this year asking about leaving a legacy.

They were reflecting on their estate plan and how to create a lasting impact for causes they were passionate about. We created a strategy using a Donor Advised Fund to help them align their charitable giving with their goals, maximize tax benefits and engage in purposeful philanthropy.

Donor Advised Funds (DAFs) are an excellent choice for retirees seeking to create a meaningful legacy Contact us for more info.