Rear view of a couple sitting together on a swing and looking at the scenic view from the balcony of their vacation rental

For Attorneys: Establishing a Philanthropic Legacy through Donor-Advised Funds

Sarah NavranProfessional Advisors

Estate planning attorneys have a number of resources available to help clients achieve their charitable goals after they’ve passed. Among the tools available, a donor-advised fund with a documented grantmaking plan is an excellent option for clients to forge a lasting legacy of generosity that extends to future generations. We can help your clients extend their charitable goals beyond their …

Young adult couple talks mid adult female advisor and reaches out to shake hands with the wife.

Financial Advisors: Donor-Advised Funds for Charitable Clients

Sarah NavranProfessional Advisors

From major life transitions to the small moments in between, financial advisors can be there for every step along the way. Many clients lean on financial advisors to seek guidance in growing their wealth for personal life experiences, but also to use it to better the world around them. Among the different types of charitable investment accounts available, donor-advised funds …