Charitable Planning


Charitable gifting can provide you the opportunity to support your favorite charities, but also reach your goal of tax-efficiency. Charitable gifts to qualified non-profit organizations can occur during your lifetime as a one-time or ongoing gift, or perhaps you wish for the organization to benefit after you pass away. At Invest Forward, we can help you every step of the way to ensure the charity of your choice benefits as you wish, and you take full advantage of the tax benefits available.

Doing good has a multitude of benefits. With charitable planning a part of your portfolio, you can support the causes you are passionate about, get the most from your hard-earned assets, and be confident your designated recipients will spend your gift the way you intended.