Charitable Sharing Accounts - Create an Account

Sharing your future porfolio investment returns with your Nonprofit is now less of a hassle. Charitable Sharing Accounts™ is a vehicle for you to share your portfolio investment returns with your Charity and cause. You are in charge of the amount you want to share and you receive the Tax benefit for growth, not the financial firms. By doing so you will provide a sustainable cash-flow for your cause and allow them to plan more effectively, while providing you with a potentially larger tax write-off for the amount donated. This will give you an even greater gain in your portfolio, plus help your Nonprofit grow and flourish.

Fill in the easy form below and someone will assist you in accomp-
lishing your philanthropic goal.

First Name:

Last Name:

Title of Account:

Phone Number:

Address:

City:

State:

Zip Code:

Email Address:

Financial Firm:

Charity/Non-Profit:

Percent to Share:

Years to Share:

Comments: (maximum 500 characters)

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