Don’t run out of time to make tax-deductible charitable contributions in 2020. Contact us now to learn about your options!
Make the greatest impact
Support the causes you care about. With a donor-advised fund or private family foundation, your donations have the potential to grow tax-free before you recommend grants to your favorite charities. With the help of Endowment Wealth Management, you can ensure a lasting legacy.
Donor Advised Fund or Private Foundation?
A Donor Advised Fund (DAF) is a giving vehicle used for public charities. An individual makes an irrevocable gift to the DAF and then recommends charities for which to make grants to.
A Private Foundation is a charitable organization that is usually created by an individual or family. The organization is managed by its own trustees or directors and makes grants to other nonprofit organizations.
Our Professional Partners
Our philanthropic solutions can simplify your giving, provide significant tax advantages, and help you give more to the causes you care about.
Step one is to schedule your free family wealth consultation where we will review your current family situation and determine which charitable option fits best in your overall Family Wealth Plan.
We guide you through the entire process – making it seamless and simple.
- Call us at 920-785-6010, or
- Click the button below to schedule an appointment with one of our elite wealth advisors.
The information on this page is for informational purposes only and should not be considered personalized investment or tax advice. Investing involves risks, including, but not limited to long-term investing risk and potential loss of capital. Endowment Wealth Management is not making any specific recommendations that investors should or should not participate in investments. Investors should always consult with a registered investment adviser and tax accountant to determine if any particular investment and its corresponding tax impact is appropriate for their personal circumstances. Not insured. Not Guaranteed. May Lose Money.