We believe that part of building an enduring legacy is through philanthropic giving.
When our clients support causes they are passionate about through their wealth, time, and energy, we have seen their lives enriched and their communities grow.
There are unique tax benefits to philanthropic giving that may benefit you.
Ways that we can help with philanthropic services are:
Charitable Lead Annuity Trusts
Donor Advised Funds
Charitable Remainder Trusts
Specialized donation strategies: stocks, bonds, private equity, and art
Next Steps.
To learn more about how to build your legacy through philanthropic giving and the tax advantages associated with it, contact Logan Cox or Vince Nelson today.
For further information, please complete the form and we’ll be in touch.
Email
info@arnowealth.com
Phone
(214)-732-0299
To schedule time with a partner at Arno Wealth, please reach out to our Director of Operations, Sonia Aguirre at (214) 732-0299, or use the link below to schedule a 30 minute meeting:
Click HERE to schedule!
Additionally, if you’re associated with a church, synagogue, mosque, or non-profit and would like to learn ways for how your financial resources can continually fund your operating budget and leaders retirement in a self-sustaining way, reach out to us about building an endowment for your organization that includes a retirement program for your pastoral staff.