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Investment Advisors Can Help You Increase Your Philanthropic Impact

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Investment Advisors Can Help You Increase Your Philanthropic Impact

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A San Rafael, California-based registered investment advisor, The Putney Financial Group offers expert guidance in the areas of portfolio management, retirement planning, and estate planning. Dedicated to serving the complete wealth management needs of approximately 250 families, The Putney Financial Group also provides assistance with planning charitable giving.

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A San Rafael, California-based registered investment advisor, The Putney Financial Group offers expert guidance in the areas of portfolio management, retirement planning, and estate planning. Dedicated to serving the complete wealth management needs of approximately 250 families, The Putney Financial Group also provides assistance with planning charitable giving.

After accumulating assets and achieving a certain level of financial security, many affluent people turn their attention to philanthropic giving. Investment advisors work closely with clients' attorneys and accountants to explore and plan charitable gifting programs that make the most of a person's assets. Options for charitable giving include private foundations, nonprofit organizations, and donor advised funds.

One way to make your charitable giving stretch further is by donating appreciated assets like stocks to a charity. This way, you may be able to avoid paying capital gains taxes on the stocks' appreciation, which increases the amount you donate and lowers your tax liabilities. Consult with an experienced investment advisor to ensure that you are aware of the available tax deductions when donating assets.

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Investment Advisors Can Help You Increase Your Philanthropic Impact

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A San Rafael, California-based registered investment advisor, The Putney Financial Group offers expert guidance in the areas of portfolio management, retirement planning, and estate planning. Dedicated to serving the complete wealth management needs of approximately 250 families, The Putney Financial Group also provides assistance with planning charitable giving.

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A Financial Revolution: An Introduction by Ray Lent

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A Financial Revolution: An Introduction by Ray Lent

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A unique partnership in collaborative education between the Museum of American Finance (MoAF) and Stuyvesant High School, with the generous support of Placer Partners and GWG Life.

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California Historical Society Exhibit of Emptied San Francisco Streets

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California Historical Society Exhibit of Emptied San Francisco Streets

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Based in San Rafael, California, The Putney Financial Group is a Registered Investment Advisory firm that emphasizes clients’ interests in providing advice on wealth creation, conservation, and distribution. Maintaining a strong community commitment, The Putney Financial Group supports various museums and institutions, including the California Historical Society.

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N-YHS Supports Citizenship Efforts via the Citizenship Project

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N-YHS Supports Citizenship Efforts via the Citizenship Project

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A financial services company based in San Rafael, California, The Putney Financial Group helps individuals realize their financial objectives thanks to its holistic approach to wealth management. In addition to this, The Putney Financial Group supports internships for high school and college students at the New-York Historical Society (N-YHS).

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For the Love of Money Exhibit at the Museum of American Finance

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For the Love of Money Exhibit at the Museum of American Finance

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For more than two decades, The Putney Financial Group has been advising families and individuals on financial matters. Known for its unique methodology that focuses on completely understanding each client’s circumstances, The Putney Financial Group is a firm believer in financial literacy and supports the Museum of American Finance.

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OMCA’s Snuff Bottle Collection Showcases Unique Artisan History

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OMCA’s Snuff Bottle Collection Showcases Unique Artisan History

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A registered investment advisory in California, The Putney Financial Group provides financial planning and wealth management services to roughly 250 families. Based in San Rafael, The Putney Financial Group supports various community-focused organizations, such as the Oakland Museum of California (OMCA).