Charitable Planning

Approach

People with great wealth often have ambitious philanthropic goals. However, at your level of wealth, giving back can be more complicated than just signing a check. Convergent can help maximize the impact of your generosity.  Simply identifying long-term appreciated securities and coordinating the use of these for charitable objectives can have a meaningful impact.


Our advisors can assist you in developing your philanthropic strategy and finding the resources to uncover which charitable causes are legitimate and how effectively they deploy donated dollars. If you prefer to set up your own entity, we have experience with a variety of charitable vehicles—from foundations to donor advised funds to split interest trusts—and we provide access to trusted experts you can consult to establish and maintain these entities.



One of the great pleasures of wealth is the ability to contribute to society. Convergent helps you develop and implement a charitable plan integrated with your overall investment strategy, allowing you to give back wisely.