Charitable Giving and Estate Planning Expertise
Our team specialist focused on Charitable giving is Julia Brufke Wenger, In addition to her CFP® and Accredited Estate Planner® designations, she Is a member of the Chester County Estate Planning Council and a candidate for the Chartered Advisor in Philanthropy designation.
We help clients:
- Identify philanthropic intent
- Maximize their legacy for lasting impact
- Focus on how clients and donors can use financial planning, estate planning, and gift planning to advance their personal financial goals for self and family
- Have positive impact on their community.
- Integrate charitable planning with the donor or client’s overall estate and business planning
- Help donors and clients achieve positive impact for self, heirs, and community
- Deploy charitable giving strategies using tax opportunities available for potential current and future tax reduction
- Navigate the challenges of multi-generational family wealth and explore strategies compatible with their intent.
Julia Brufke Wenger, Team Specialist
Our team specialist focused on Charitable giving is Julia Brufke Wenger, In addition to her CFP® and Accredited Estate Planner® designations, she Is a member of the Chester County Estate Planning Council and a candidate for the Chartered Advisor in Philanthropy designation.
We help clients:
- Identify philanthropic intent
- Maximize their legacy for lasting impact
- Focus on how clients and donors can use financial planning, estate planning, and gift planning to advance their personal financial goals for self and family
- Have positive impact on their community
- Integrate charitable planning with the donor or client’s overall estate and business planning
- Help donors and clients achieve positive impact for self, heirs, and community
- Deploy charitable giving strategies using tax opportunities available for potential current and future tax reduction
- Navigate the challenges of multi-generational family wealth and explore strategies compatible with their intent