Charitable Giving

Older couple walking their golden retriever through a park while carrying coffee

Leave a Lasting Impact

Charitable giving can be an important part of your financial and estate plan. Together, we’ll explore strategies that allow you to support the organizations you care about while aligning with your broader financial goals.

Giving Strategies:

Charitable gifting
Donor-advised funds
Appreciated securities
Legacy giving
Tax-efficient charitable planning

Giving with Purpose

We’ll help you develop a charitable giving strategy aligned with your values and designed to maximize potential benefits.

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First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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May Lose Value

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