One of the founding principles of DRW Financial is that we are concerned with community involvement and charitable giving. Our society values helping others, and at DRW Financial we believe that a robust financial plan should include consideration of giving.
I am personally excited to be engaged in a graduate course focused on philanthropy in a planning context. I hope to soon earn the designation as a Chartered Advisor in Philanthropy. The CAP course is designed to grow my knowledge about effective giving strategies, and to better equip DRW Financial to facilitate donors in their quest for maximum impact.
Planned giving strategies range from the simple to the complex, and could include anything from charitable distributions from an IRA, to gift annuities, to charitable remainder trusts, to simple bequests...the variety of possible solutions allows individual donors and their families to find an approach custom tailored to their own situation.
David R Wattenbarger, president of DRW Financial
DRW Financial is a registered investment advisory (RIA) and is registered in the states of Tennessee, Illinois, and Georgia.
INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.