Many of WealthPLAN’s generous clients seek to promote human and social
welfare. Planned giving allows the philanthropist to optimize the overall
benefit of the gift. WealthPLAN employs innovative and creative solutions
to meet your charitable goals including direct gifts, charitable trusts
and private foundations. Regardless of the extent of your gift, they value
the opportunity to assist you in forming the framework for that gift.
WealthPLAN counsels and advises families in creating their family philanthropic legacy.
The firm members have years of service at various levels within the community
and have served on various not-for-profit boards. They bring that experience
to the table to help advance your personal charitable interests.