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, we value the opportunity to assist you in forming
the framework for that gift. WealthPLAN counsels and advises
families in creating their family philanthropic legacy.
Our firm members have years of service at various levels
within the community and have served on various not-for-profit
boards. We bring that experience to the table to help advance
your personal charitable interests.
