Harnessing Philanthropy

Helping you help others

Many of our clients are interested in leaving a legacy through charitable giving and philanthropic efforts. It’s not only a highly personal way to give back to their community, favorite charity or even their own foundation, but it provides a tremendous opportunity to involve their entire family and leave a lasting legacy for others to benefit from and enjoy.

At Forman Investment Services, our advisors design and implement charitable giving strategies for the causes you care about most, while working towards maximizing the tax benefits and philanthropic impact from your investment.

We offer a wide variety of options, opportunities and solutions. As your independent, trusted advisor, let us help you leave a legacy for future generations to come. Contact us today.

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