Learning to give effectively

I have found that among its other benefits, giving liberates the soul of the giver.
Maya Angelou

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.