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The Right Fit

Even with the stock market down for three consecutive years and nonprofit organizations struggling to garner private funding, clients still are showing increased interest in charitable vehicles that allow for ongoing donor involvement. People are attracted not only by the tax benefits and philanthropic aspects, but also by the opportunities to work with family members toward a common goal. When an
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Even with the stock market down for three consecutive years and nonprofit organizations struggling to garner private funding, clients still are showing increased interest in charitable vehicles that allow for ongoing donor involvement. People are attracted not only by the tax benefits and philanthropic aspects, but also by the opportunities to work with family members toward a common goal.

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