We take pride in advising and assisting clients so they can fulfill their philanthropic and charitable objectives. Our approach involves providing guidance to help clients identify causes that resonate with their values and arranging contribution strategies that align with their financial goals.
Add even more value to your financial goals through charitable giving. Use your financial plan to contribute to a greater purpose.
Deciding the most effective approach to philanthropy and ensuring that your charitable giving aligns seamlessly with your comprehensive financial plan and investment strategy can be complicated. At Bellwether, we offer expertise in donor-advised fund solutions, charitable trust planning, and consultation on a wide array of tax strategies related to charitable giving to simplify this process for you.
We recognize that for many individuals and families, giving back is part of their identity. Our goal is to develop a financial plan that embraces and embodies this fundamental aspect of who you are.
