Whether you are offering emotional support to loved ones, volunteering your time to assist an organization, or donating money to charity, you are trying to make the world a better place. Being able to give back to those in need helps one achieve a greater sense of personal satisfaction and purpose in life.
When you give, you want your charitable donations to be as effective as possible. Donor-advised funds are the fastest-growing giving vehicle in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.
Working with Charles Schwab, we can help you open a Donor-advised fund with $5,000 or more in cash, publicly traded securities, or non-cash assets such as real estate and private equity. You will be eligible for an immediate tax benefit, if you itemize, when you contribute to your account, and you will enjoy the convenience of giving to your charities over time. You can support virtually any IRS-qualified 501(c)(3) organization with money in the donor-advised fund with grants of $50 or more.
Furthermore, if planned correctly, you can extend your legacy of giving by naming your account or assigning successors so that a surviving spouse, child, close friend or other family member can make grant requests in your memory to charities they value. In doing so, you can easily pass your commitment to philanthropy on to the next generation in a flexible way that continues the tradition of giving that you have demonstrated during your lifetime. The advisors at The Clark Group Asset Management are here to help you craft a plan that is specific to your situation and goals.
The Clark Group Asset Management is a registered investment advisory firm located in the heart of Southern California. As professional fiduciaries, we offer unbiased financial advice that is free from the conflicts inherent at many Wall Street firms.
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24941 Dana Point Harbor Drive
Dana Point, CA 92629
The Clark Group’s mission is to build long-lasting relationships with our clients and help them organize, grow and protect their hard-earned assets through life’s transitions. Along the way, our goal is to provide peace of mind for our clients through trust, thoroughness and transparency. Our experience has taught us that our value comes from helping clients make sound financial decisions while minimizing the emotion that often comes with investing. We are here to guide you through both good and bad economic times.
As a fiduciary financial advisor, we have a legal obligation to always act in your best interest and disclose any conflicts that could prevent us from servicing you. Furthermore, our compensation is fee-based which allows us to be completely objective and aligns our incentives with our client’s best interests. We provide clients in the Los Angeles, Orange County, and Southern California area with investment management, retirement planning, portfolio risk assessment, and charitable giving strategies.