Serving Nonprofits in Our Community

CONNECT

Address:

2 Bala Plaza, Ste. 901
Bala Cynwyd, PA 19004

Phone:

610-766-3331

Charitable Giving Program

One of the most popular and fastest-growing vehicles for charitable giving is a donor-advised fund, which offers a flexible solution for overseeing and maximizing your             charitable giving. The ability to offer board members and key donors the proper avenue to create a donor-advised fund is a huge advantage for an organization. An additional benefit to the donor is the donation to the fund is eligible for a full tax deduction on the date it is received by the foundation.

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Check the background of this financial professional on FINRA's BrokerCheck