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Charitable Giving

Customize Your Charitable Giving

At Wealth & Wellness, we believe that giving back to the community is an essential part of creating a meaningful legacy. If you're interested in incorporating charitable giving into your financial plan, we can help you make a lasting impact while maximizing tax benefits.


Programs Include:

Donor-Advised Funds
Charitable Trusts
Private Foundations
Direct Donations
Planned Giving
In-Kind Donations
Corporate Matching Gifts

Navigate The Complexities

By working with us, you can confidently navigate the complexities of charitable giving and make a positive difference in the lives of others. Let us help you create a legacy that reflects your values and contributes to the causes you care about.

Start Today