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Plan the impact of my wealth

Personal philanthropy

Bring your personal values to life, encourage financial responsibility in your family and create lasting,
tangible results.

  • Donor-Advised Fund

    Utilize a popular solution that lets you make a donation without choosing a specific charity right away while the account grows tax-free.

    Learn more
  • Charitable Trusts

    Address charitable goals alongside of personal goals within a single trust, providing financial support to both in a tax-advantaged fashion.

  • Private Foundation

    Commit a significant portion of your wealth to charitable causes with greater control over management and distribution of assets.

Talk to your advisor about integrating these products
and solutions into your financial strategy.

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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

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