Help important people and causes
Perhaps the greatest reward for all your hard work is seeing the results when you gift a portion of your wealth to those who need it. We can help you achieve your philanthropic goals through several charitable planning options while optimizing the tax benefits.
We can help you:
- Simplify your charitable-giving activities through consolidation
- Donate cash, securities or life insurance
- Make periodic charitable gifts or donate on a systematic basis
- Identify grants annually to eligible charities in your lifetime and beyond
- Receive a tax receipt for each donation
- Experience tax-differed growth of the assets in your account
- Set up or review existing trusts, endowments, bursaries, or scholarships
Agrawal Associates Private Wealth Management can help you provide support to important people and causes. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.