Philanthropy

We make a living by what we get, but we make a life by what we give.

- Winston Churchill

How We Help

Today's world offers an amazingly wide array of opportunities to accomplish one's philanthropic objectives.

Deciding when and how to make contributions requires extensive research and careful selection in order to maximize income and transfer tax benefits. In addition, proper recordkeeping is required and complex rules must be addressed.

Of course, there is more. Encouraging family member involvement in charitable activities, monitoring charities that can best accomplish your objectives, and managing funds set aside for future gifts are just a few of the considerations in coordinating your family’s overall plan with your charitable inclinations.

Naturally, Monk FSG can assist you with virtually all aspects of family philanthropy. Please contact our office for further assistance.

Market Watch

April 23, 2019 @ 03:46 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.2%  
Dow Jones Transportation ETF +0.1%  
Dow Jones Utilities ETF +0.3%  
Nasdaq Composite ETF +0.4%  
S&P 500 ETF +0.3%  
PHLX Semiconductor Index ETF +0.5%  
OSX Oil Service Sector Index ETF +1.2%  

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