PHILANTHROPIC SOLUTIONS FOR INDIVIDUALS
RJM Advisors LLC offers a range of consulting, from helping a donor identify charitable interests and philanthropic goals, to preparing a comprehensive philanthropic plan. We will help you identify your giving style, articulate your charitable passions, engage your family in your philanthropy, and develop a philanthropic mission statement.
We will work with your personal financial advisors to identify and design appropriate charitable vehicles for you, and incorporate them into your financial and estate plans.
Charitable vehicles may include:
Let us help you design a plan that will benefit your favorite charities and reflect your giving style, while ensuring that you and your family’s current and future needs are met.
RJM Advisors LLC offers a range of consulting, from helping a donor identify charitable interests and philanthropic goals, to preparing a comprehensive philanthropic plan. We will help you identify your giving style, articulate your charitable passions, engage your family in your philanthropy, and develop a philanthropic mission statement.
We will work with your personal financial advisors to identify and design appropriate charitable vehicles for you, and incorporate them into your financial and estate plans.
Charitable vehicles may include:
- Private Foundations (click here)
- Donor Advised Funds (click here)
- Charitable Remainder Trusts (click here)
- Charitable Lead Trusts (click here)
- Charitable Gift Life Insurance (click here)
- Charitable Bequests (click here)
- Other Charitable Solutions (click here)
Let us help you design a plan that will benefit your favorite charities and reflect your giving style, while ensuring that you and your family’s current and future needs are met.
