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Are you passionate about creating a positive change in the world and want to include charitable giving in your financial plan? Charitable Impact Strategies allows you and your family to transform your philanthropic decisions through a dedicated, simple and flexible donor-centered service. Establish a more meaningful, strategic and tax-effective approach to your charitable giving with support from our objective and expert team. Grow your impact and continue to build a lasting legacy. To view more information on Donor Advised Funds, click the button below.

Donor Advised Funds