Many of our clients want to include charitable planning in their financial plans and overall goals. Ensuring donation money is given to a responsible steward can be a challenge. Review these important factors when evaluating charitable organizations.
Interested in creating a more comprehensive charitable plan? Read our discussion on Donor Advised Funds and other strategies to help you build your long-term charitable goals. If you have questions, please give us a call. We are here to help you develop a plan and implement the strategies that are best suited for you and your family.