Effective Charitable Giving Strategies
Own Your Journey with The Pinnacle Financial Group.
The Importance of Giving Back
You’ve had a few breaks in your life—times when someone else gave selflessly to help you pursue your dreams. Now that you’re successful, you want to pay it forward. The rules and regulations governing charitable giving can be complex and intimidating. We can help you plan and implement strategies to ensure your charitable contributions make the most financial sense.
Let The Pinnacle Financial Group Travel with You on Your Financial Journey.
“The vast majority of our clients want to be involved in charitable giving, not only for the financial advantages, but also because they are committed to improving the lives of others. Charitable planning is an integral part of our business.”
“I want to help others realize their visions, but I’d like to do it in a way that makes the most sense financially. I need a professional to help me do that.”
Making the Most of Your Charitable Giving
There are myriad ways to help others through philanthropic efforts. You can make donations during your lifetime or you can include your favorite charities in your estate planning. You can even create your own charitable foundation. At The Pinnacle Financial Group, we’ll help you evaluate the many options and implement a plan to accomplish your goals.
Our Belief About Giving Back
Contact The Pinnacle Financial Group
At The Pinnacle Financial Group, we have provided sound risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We'll carefully explain your options and the different strategies available to you, so you can make the right decisions for you and your loved ones.
Own Your Journey
It’s Your Journey — we will help you own it.