Philanthropy

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.

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