Wealth management today means more than managing and preserving assets for your clients — it is also about assisting clients in effective charitable giving. Helping clients to find a simple and efficient solution for giving is a satisfying experience for the advisor as well.

The professionals at the Harris myCFO Foundation will work with you and your clients to establish a donor-advised fund that provides your clients maximum tax benefits and the most flexibility. Our goal is to make giving easy and effective.

For more information about setting up a donor-advised fund for your clients please go to the link below that describe the donor-advised fund program at the Harris myCFO Foundation.

Open an Account