Work with Your Financial Advisor to Plan for a Charitable Future
Your financial advisor has been there for you through thick and thin, offering guidance on creating a budget, making the right investments and saving for retirement. Your financial advisor can also help you plan for future charitable contributions.
Through InvestWest, a unique program from Community West Foundation, you can plan a long-term donation by working with your financial advisor without eliminating his or her role in managing the funds.
Download this free guide to learn more about:
- How easy it is to establish a Donor Advised Fund to plan for future giving
- Donor benefits of a Donor Advised Fund
- How your financial advisor can remain involved
Complete the form to the right, and your copy will be emailed to you.