Charitable Giving

Giving back is an important goal of many people. At Markle Financial, we help to ensure that your philanthropic giving has its fullest impact.

Our team provides comprehensive philanthropic support by helping you to:

• Identify and create charitable giving goals and objectives.
• Pinpoint charities that match your values.
• Evaluate organizations’ effectiveness and financial management.

Individualized mechanisms such as a Donor Advised Fund (DAF) is a unique way to get an immediate tax benefit, but allowing time to decide what areas you want to make an impact in.
We also support family foundations, helping to ensure that they satisfy your goals now and through future generations. Our services include:

• Designing an investment policy statement that aligns your foundation’s investment approach with its mission.
• Screening investments to ensure that they meet your values.
• Educating family members and facilitating their participation.

Our estate and legacy planning provides independent, trustworthy guidance that helps you make the maximum impact in the areas you care about—in your lifetime and beyond.