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A growing number of affluent individuals and families want to make a major difference in the world by supporting causes and charities that are deeply meaningful to them. But they often don’t know how to maximize the impact of their philanthropy—or effectively balance their charitable desires with their financial needs and responsibilities. As a result, they do nothing—or make charitable donations that don’t go as far as they could.

In this month’s Whistle Stop Report, Do Well, Do Good: The Power of Charitable Remainder Trusts, we’ll show you a tool that can potentially create a sizable philanthropic legacy with real oomph—while also enabling you to save on taxes and generate an income stream for yourself.

 

Interested in learning more?  Join us on June 27th as we dive deeper into the topic over breakfast. 

You will need to RSVP at info@mononwealth.com