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Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Sharing something of significance
Create a legacy that passes on so much more than money.
Estate & Giving
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Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
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Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
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Ideas to take your generosity further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving

The future at your fingertips

Golden State Form CRS

Investment advice offered through Golden State Equity Partners (GSEP), an investment adviser registered with the U.S. Securities and Exchange Commission. Heart Mountain Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training.