Often clients desire to "invest" in not-for-profit organizations and worthy causes through their charitable giving. Philanthropic planning is an area in which Gregg Financial Network has deep interest and expertise.

Having consulted and advised dozen of charities, associations and foundations, we are proud to say we’ve helped write the book “Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts,” published by Precept Press, on successful strategies that marry philanthropic desires with financial benefits.

Our clients are not only individuals, but institutions as well---including some of the following:

• Children’s Wish Foundation
• Childhood Leukemia Foundation
• National Emergence Medicine Association
• Pacific West Cancer Fund
• Christian Relief Services
• Statue of Liberty – Ellis Island Foundation
• National Sojourners
• American Kidney Fund
• Promise Keepers
• Virginia Special Olympics

We can help you determine how much can be given during your lifetime and through your estate planning by building a comprehensive charitable giving program into your financial plan. And, as desired, we can assist you in determining the best approach in both current and planned giving strategies.

As needed, Gregg Financial Network can assist you in evaluating sophisticated giving techniques such as Donor-Advised Funds, Charitable Trusts, and Private Foundations. Whatever the method, we will assist you in implementing a specialized financial strategy designed around your unique charitable objectives.