Legacy Planning & Charitable Giving
Your Legacy, Your Way
For many, leaving a legacy goes beyond leaving something behind for your family. The more philanthropic individuals may want to create a lasting impact in other people’s lives by supporting causes or even starting their own charitable giving program. At 3D Fianncial, we are committed to helping individuals, families, and organizations build their legacies on their own terms.
Give Efficiently
Through this process, we’ll help devise a charitable giving strategy that fits both your financial picture and your philanthropic goals. We can help make philanthropy a focal point of your overall financial plan to maximize your giving potential without sacrificing other areas of importance to your overall financial health.
