According to Giving USA, charitable donations in the U.S. grew 4% in 2021 to $485 billion, a new record. For our clients who are charitably inclined, we suggest considering the use of a Donor Advised Fund or “DAF”. What is a Donor Advised Fund (DAF)? This great tool allows you to manage your charitable giving …
Maximize the Impact of your Charitable Giving with a Donor Advised Fund Read More »
Investment Advisory services offered through Colorado Capital Management.
A Registered Investment Advisor.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
