Charitable Giving
Answers to that question should contemplate a number of variables, including:
The timing of your giving can meet a variety of objectives. For some, seeing the results of their giving in their lifetime is incredibly gratifying. For others, growing the size of that gift to be given toward the end of life is preferred.
There are a variety of ways to give to charity, including some that can result in positive benefits to your family members well-beyond your lifetime.
Ready to take the next step in your financial journey?
Get in touch to tell us more about your plans and see if we might be the right co-captain for you.
Call (858) 613-9191 for a free consultation.
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