Wealth Strategies: Charitable Impact Strategies

Wealth Strategies: Charitable Impact Strategies

Giving to charities, fundraisers, and other causes close to our heart is a great way to give back to our community and use our assets to create a positive impact for those in need.

That said, depending on the type of asset you’d prefer to donate, and the type of cause or charity, it can potentially be complicated and arduous. This shouldn’t be the case, however, and could potentially deter us from doing so in the first place.

Enter a philanthropic service to simplify your life in this regard and make your wishes possible: Charitable Impact Strategies, a full-service offering provided by CHIMP: Charitable Impact, a donor-advised fund. This is a service that Milestone Asset Management can offer our clients. Please click the image below to read further details about this unique structure, and if interested, please contact us.