Philanthropic Advising

Personal ideals, values and life goals often prompt successful people to donate to the arts, social causes, medical research, and other worthy recipients of philanthropy. We help clients understand their charitable options, and then work together with other family advisors to create the most effective program to achieve their goals. Some of our philanthropic strategies include:

  • Assisting with defining clear objectives, seeking appropriate structures for achieving those objectives, and measuring
    the results.
  • Making introductions to the leaders of charitable organizations in our clients’ fields of interest.
  • Acting as liaison between our clients and
    not-for-profit organizations.
  • Facilitating planning strategies that enable our clients to fund worthy
    causes with substantial assets, to help the institution(s) further develop their missions.
  • Developing charitable structures to instill values and responsibility in children.

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

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