Regal Charitable (RC) can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program. A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation.
RC will work with you to help create a customized giving plan to support qualified charities. You will benefit from a charitable tax deduction while allowing your investments to grow tax-free. This gives you the opportunity to plan how to support your favorite charities in order to provide the largest impact. We offer customized solutions and guide you through the sometimes difficult process of transferring your assets while sharing your values with your heirs and/or benefactors.
We are proud to team with organizations like Gift Planning Services, LLC, and Renaissance Charitable Foundation. Through a rigorous planning process, we outline your goals, desired outcomes and construct a plan that has the best desired outcome for you and your benefactors.
Our hope is to serve you and your family, corporation, academic institution, and/or charitable organization with helpful information. Thank you for taking the time to explore the benefits of gift planning.
If you have further questions, please feel free to contact Brian D. Yarch, ChFC, CLU, LUTCF at (800) 357-4757.