Charitable Gifting and Planned Giving

Gifting assets to a charity for altruistic reasons can also provide attractive tax benefits

Anchor Bay has a unique understanding of the relationship between charitable organizations and their benefactors and can help you address the complex wealth management issues involved in planned giving programs.

We offer comprehensive administrative and investment management services for planned giving, whether your interests include colleges and universities, private schools, cultural institutions or healthcare and social service organizations.

Contact Information: Phone toll free 888-391-1950 or call 760-602-3470 Email info@anchorbaycapital.com
5780 Fleet Street, Suite 308, Carlsbad, CA 92008

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