By opening a charitable giving investment account, you can still support all the same charities you do today, whether it’s your alma mater or a friend running a marathon for a good cause.
However, while you're deciding which charities to support, your donation will be invested so it has the potential to grow tax-free and generate even more money for the causes you care about.
As soon as you donate to your charitable giving account, you'll be eligible for a tax deduction—just like any other charitable donation you make. And no matter how many charities you support throughout the year, you'll only have one tax receipt to keep track of—the one you get from us.
Because your account is donor-advised, you advise us on how to grant the money out to your favorite charities, and meanwhile, you can save time and feel confident knowing that your own trusted advisor is managing your giving account on your behalf.
Have more questions for us or want to know which kind of giving account is right for you? Call our office to speak with an advisor today.