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Do More with Your Money with Charitable Planning

Client Centered

If you had a choice, would you prefer to pay taxes or give money to charity?

Charitable planning is beneficial for not only the organization receiving the funding, but to the person doing the giving as well.

Centra Advisers can help you fulfill your philanthropic goals while preserving your own financial future by exploring charitable giving vehicles and uncovering ways to maximize the gift through tax savings strategies.

Our Advisers can also assist organizations in establishing investment endowments and other perpetuating charitable planning strategies.