Innovative Concepts

PO Box 370
South Park, PA 15129

Plan / Charitable Planning

Charitable giving is a very personal consideration, based on a person's beliefs and passions rather than the latest fads and trends. There are a great number of charitable planning tools available, and we work with our clients to explore these tools and find the ones that are right for them and their charitable activities. Discovering all of these tools, how they work, and how they impact the client takes time. Charitable planning is a process, and we are there to help our clients create a plan that will realize their giving goals. We have over a decade of experience in this area, and we have major partner relationships that bring an enormous amount of information, a large number of proprietary concepts, and a proven track record to the table as well.