If you have clients who are looking for charitable giving opportunities, the AssetMark Giving Fund offers an option that can potentially allow your clients to:
- Managing their current taxes with tax-deductible contribution
- Build tax-free growth of the donor-advised fund assets
- Support their favorite registered charities with grants from the donor-advised account
With a minimum account opening amount of $100,000, and only a $250 minimum for additional contributions, the AssetMark Giving Fund expands legacy building options to more clients.
For more information, click on the links below.
- Click here for a recording of AssetMark’s recent webinar.
- Click here“Creating a Legacy with AssetMark Giving Fund”
- Click here for the AssetMark Giving Fund Overview
- Click here for the AssetMark Giving Fund FAQ
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