Helping You Give

Charitable Giving For Families

Give and you shall receive...help maximizing your gifts and minimizing taxes. We educate you on the various options and work with your attorney and/or tax advisor to find the best charitable vehicle for your situation, such as charitable trusts, donor-advised funds, gift annuities and charitable life insurance policies.

Foundations and Endowments

Eagle Wealth Management also works with philanthropic organizations, providing investment advisory services to foundations and endowments. We develop a customized investment policy statement that is in alignment with your organization's values and financial goals, and we help you build your resources to enhance your mission.

Eagle Wealth Management: Life Assurance for the generous!

Please contact us for more information about charitable giving, or help one of the organizations we support: