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Does your investment plan include making the world a better place? Ours does too. Let us design charitable giving plans that make a difference.

We are well-positioned to help you incorporate charitable giving into your financial plan, thanks to our extensive experience in the North Texas nonprofit community and our relationships with estate attorneys. Whether you want to reach your charitable giving goals through direct contributions, donor-advised funds, or legacy and estate planning, we can assist you with a plan that makes a difference for others and delivers tax benefits and estate-related advantages to your plan.

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