What We Do

Charitable Giving

A waterfall cascading down a cliff into a pool below, surrounded by lush green trees and vegetation.

At Foundry Wealth Group, our charitable giving services help you turn generosity into lasting impact by aligning your giving with your values, financial plan, and long-term vision. We work with you to create thoughtful strategies that make a meaningful difference while enhancing your overall wealth plan.

What can you expect?

Clarifying Your Giving Goals: We help define the causes, communities, and initiatives that matter most to you and your family

Integrating Philanthropy into Your Plan: Ensuring charitable giving complements your broader financial, estate, and tax strategies.

Structuring Charitable Vehicles: Guidance on donor-advised funds, private foundations, trusts, and other giving structures to maximize both impact and tax efficiency.

Engaging the Next Generation: Facilitating family discussions to involve future generations in giving, reinforcing shared values and purpose.

Ongoing Support: As your circumstances and priorities evolve, we help you refine your philanthropic approach to maintain alignment with your vision.