An integral part of a financial plan is building a legacy for future generations. At Weaver Capital, this is achieved by integrating your charitable giving goals with your overall investment plan. Good stewardship not only promotes your legacy, it can be used to train the next generation.
Through our strategic partnerships with Schwab Charitable and The National Christian Foundation, you can leverage the impact of your charitable giving through the use of tax-efficient solutions.
Donor Advised Funds promote your legacy, simplify giving, are tax-efficient and can be named to enhance your charitable impact.
