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Charitable giving can be a very fulfilling part of having wealth—you have the ability to make an impact on the causes you care about most in this world.

But you don’t just want to give blindly—to maximize the benefit for you and for the recipient, you need a strategy. This is where a Private Wealth Design comes into play—we help you see all your charitable giving options and understand why it’s worth choosing one over another.

 


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Subscribe to our “Off the Wall” Blog for articles and videos on all things wealth management, by all members of our Team. Unlike Facebook, we will never share your data with anyone.