Charitable Giving
Make a Meaningful Impact
Philanthropic strategies to reflect your values and maximize benefits.
At Petros Family Wealth, charitable giving isn’t just about making donations—it’s about creating a legacy that aligns with your passions. Our advisors work with you to develop strategies that maximize the impact of your contributions while providing tax-efficient benefits.
Whether you’re supporting your community or global causes, we help you give with purpose and confidence.
Donor Advised Funds
Simplify your giving with tax-efficient accounts that let you support the causes you care about over time.
Charitable Trusts
Create trusts that benefit both your family and your favorite charities while reducing taxes.
Planned Giving Strategies
Incorporate philanthropy into your estate plan to leave a lasting legacy.
Corporate Giving Support
For business owners, we provide strategies to align corporate giving with personal values and business goals.
Your Charity Questions Answered
Ready to Share Your Wealth?
Contact us today to explore how personalized Charitable Giving strategies can help you achieve your financial goals.