Having the means to live well is important.
Making a meaningful difference is life-changing.
Whether you wish to support the arts, conserve natural resources, advance medical research or help an underprivileged child, giving back speaks volumes about who you are and the values you hold dear. BenefAction provides simple, smart and tax-effective ways to help make your philanthropic dreams a reality.
You work closely with your own investment advisor to reach your personal investment goals. Now, with Benefaction, he or she can continue to help ensure your gifts complement your overall wealth management strategy and supports your cause in a way that is effective and lasting.