Don’t run out of time to make tax-deductible charitable contributions in 2023. Contact us now to learn about your options!
Make the greatest impact
The purpose of your life can be fulfilled through supporting the charitable causes you care about. With a donor-advised fund or private family foundation, your donations have the potential to grow tax-free before you recommend grants to your favorite charities. With the help of Endowment Wealth Management and the utilization of the Endowment Investment Philosophy®, you can ensure a lasting legacy.
Donor Advised Fund or Private Foundation?
A Donor Advised Fund (DAF) is a giving account used to support public charities. An individual makes an irrevocable gift to the DAF and then recommends charities as grant recipients.
A Private Foundation is a charitable vehicle that is created by an individual, family or business. It is managed by its own directors or trustees and makes grants to nonprofit organizations and individuals.
Our Professional Partners
Donor Advised Funds & Philanthropy 101
Endowment Wealth Management has selected Fidelity Charitable to provide support services for our clients who have Donor Advised Funds (DAFs) and those who are thinking about starting one.
Learn about the different ways to give and discover how to make your giving more impactful and satisfying.
Private Foundation Services & Resource Library
Endowment Wealth Management has selected Foundation Source to provide support services for our clients who have private foundations and those who are thinking about starting one. Services include foundation creation (when needed), foundation administration, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Endowment Wealth Management manages the foundations’ assets.
In addition, Foundation Source has authored an extensive library of specialized content related to private foundations, from the basics to advanced grantmaking techniques. This content is available to all Endowment Wealth Management clients.
Our philanthropic solutions can simplify your giving, provide significant tax advantages, diversify your fund through the Endowment Investment Philosophy® and help you give more to the causes you care about.
Step one is to schedule your free family wealth consultation where we will review your current family situation and determine which charitable option fits best in your overall Family Wealth Plan.
We guide you through the entire process – making it seamless and simple.
- Call us at 920-785-6010, or
- Click the button below to schedule an appointment with one of our elite wealth advisors.
The information on this page is for informational purposes only and should not be considered personalized investment or tax advice. Investing involves risks, including, but not limited to long-term investing risk and potential loss of capital. Endowment Wealth Management is not making any specific recommendations that investors should or should not participate in investments. Investors should always consult with a registered investment adviser and tax accountant to determine if any particular investment and its corresponding tax impact is appropriate for their personal circumstances. Not insured. Not Guaranteed. May Lose Money.