Strategies for charitable giving
Charitable giving is an important core value for many investors. The right approach can help you maximize your ability to contribute generously.
Hefren-Tillotson has the expertise to help you implement charitable giving strategies in your wealth management plan. By applying the MASTERPLAN® approach to your investment management plan, we can address your ambitions for philanthropic giving either before or after retirement.
Our in-house expertise will help ensure that your contributions are executed in a manner that benefits both your favorite causes and your portfolio.