Charitable Giving

A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation. Regal Charitable can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program.

Along with Regal Charitable, we 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. 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 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.