Charitable Planning Strategies
Did you know charitable planning strategy structures can help you set financial assets aside, and potentially generate investment returns at the same time? Grant Capital’s financial professionals guide concierge clients on the best way to do so.
One of the first components is implementing a charitable plan based on solid, responsible financial planning and management advice – with an emphasis on ongoing, sustainable funds to benefit our concierge clients.
Wise money management in this space is critical to building a legacy. We help you craft strategic intent with what you're trying to accomplish and identify the financial advantages in doing so – whether it be through stocks, bonds, cash options, donor-advised funds or qualified charitable distributions.
Charitable planning strategies can be a wonderful way to show value, change people's lives and instill impact throughout the community.
How May We Assist You?
info@grantcapital.net
(913) 361-8281
7101 College Blvd, Suite 880
Overland Park, KS 66210