Broker Check

Charitable Planning

Smart Giving Fund

Smart Giving Fund

7 Reasons to have Smart Giving Fund

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Endowment Lite Solution

Endowment Lite Solution

Endowment Funding Smaller Charities not thought to be possible until now.

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Giving Crypto Currencies

Giving Crypto Currencies

What you need to know before giving crypto to charities.

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Qualified Charitable Distributions

Qualified Charitable Distributions

Give to charities from IRA often makes more sense than cash giving. 

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Gospel Patronage 

Gospel Patronage 

How has past giving shaped where we are today?

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Tax Efficient Webinar 

Tax Efficient Webinar 

Brad Gornto JD and Scott Thomas CAP discuss tax efficient giving.

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