Charitable Giving
Make a difference. Leave your mark.
Providing financial support to organizations and causes that are meaningful to you can bring a great deal of satisfaction into your life, and you’ll want to make sure you’re donating your money in a way that will provide the highest impact today and in the future. By making charitable giving one part of your overall financial plan, our advisors can help you contribute in the most effective way for both you and the charity.
Our expert advisors can help you:
Maximize your donations.
Make your donations as tax-efficient as possible.
Create and implement a plan for legacy donations to chosen charities.
Learn more about charitable giving and how you can make the largest impact:
Build a Charitable Giving Strategy That Protects Your Legacy
After decades of building wealth, you may wonder how your assets can support the causes you care about, whether that's your local children’s hospital, alma mater, or food bank, creating a legacy you’re proud of. The big question is: Does your charitable giving...
A Guide to Giving Back – 4 Insights to Maximize Your Contributions
Giving back may seem driven by sentimentality, but for purpose-driven and generosity-minded people, it can also be serious, strategic, and systematic. At Credent, we believe giving back is a significant part of a financial plan. At the time of this article’s release...
How to Use a 529 Plan: 5 First Steps, 2 Tips, and 9 FAQs
As a parent, grandparent, aunt, uncle, or friend, you’re eager to see the young people in your life succeed, and you do what you can to foster that success. One way to give back is through a 529 plan, which helps fund a beneficiary’s educational endeavors. If...