Donor Advised Portfolio

As an individual or as a family, you may be inclined toward Philanthropy. One of the easiest ways to provide for loved ones is by making annual gifts presentation. Gifting today not only reduces your estate tax liability, but also allows you to share in the joy a gift can bring.
We will work with you to design and execute a very rewarding charitable gifting structure. Our responsibility is to reduce your administrative burdens and free you to focus on your most important duties. In all, we can help you achieve your Philanthropic goals through assistance at every stage of the process, from the strategic to the operational.