CONNECT

Address:

13700 Tahiti Way, Suite 250
Marina Del Rey, CA 90292

Phone:

310-896-2716,, Toll Free, 866-377-2898

Fax/Other:

310-896-2717

Foundations and Charitable Planning

Foundations  and Charitable planning may bless the lives of those who receive your gifts but it can equally bless your life and the lives of your family if properly structured and implemented. If charitable giving is one of your life's most important endeavors, let us assist you to determine how much is enough to meet your lifestyle goals so you can be confident in knowing the amount of your wealth that is available for charitable purposes. Perhaps more important than knowing how much you can give, is understanding the most effective ways to give to maximize your philanthropic goals. We can help you evaluate various strategies and collaborate with your estate planning attorney to ensure proper design and execution of your plan.

 

 

Charitable strategies we can help you consider include:

  • Charitable Lead or Remainder Trusts
  • Private Foundations
  • Donor Advised Funds
  • Cash vs. In-kind Gifting

We are available to help you define your vision and create a strategy to align your charitable giving objectives with the resources you plan to give over your lifetime.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck