Make a Lasting Impact:

Empower Your Charitable Giving

Do you want your generosity to truly make a difference? Look no further than strategic charitable giving in United States. We assist passionate individuals like you in channeling their resources to causes they are deeply committed to, such as advancing scientific breakthroughs, protecting wildlife habitats, or fostering the arts. Partnering with our experienced wealth advisors allows you to create a personalized philanthropic path that maximizes your impact.

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How can I make my charitable giving strategies more impactful?

Our advisors specialize in crafting charitable giving plans that are tailored to your specific goals. We assist you in identifying causes that are consistent with your values and strategically allocating your resources to maximize effectiveness.

Can I get substantial tax deductions for my donations?

We guide you through the world of tax-deductible charitable giving in United States, allowing you to make a bigger difference with each donation.

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What if I no longer agree with the values of the charities I have donated to over the years?

The world changes, and so do your philanthropic priorities. We understand that. Our philanthropic planning services give you the flexibility to change your giving strategy as needed by empowering you to make informed decisions about your charitable contributions, ensuring that your giving is consistent with your values. And as your priorities shift, we work with you to adjust your charitable roadmap so that you can continue to support the causes you care about the most.

Comprehensive Wealth Planning

Charitable giving in United States is more than just being generous; it is an essential component of comprehensive wealth management. We assist you in maximizing tax benefits and making a long-term social impact, all while staying on track with your overall financial goals.

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Help Make Smart Money Decisions | Protect Your Wealth | Mitigate Your Taxes | Take Care of Your Loved Ones | Make a Difference in the World

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fusion Wealth Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures. Check the background of this investment professional on FINRA’s BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department.