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Philanthropic Giving


An effective well thought out plan to give of you wealth during your lifetime can reduce your tax exposure and allow you to actively participate in the process and even observe how the recipients of your philanthropy benefit. 

Whether it is giving of your cash, appreciated stocks or other valuables, we can develop an effective plan that allows you to give of your wealth in a tax efficient manner. 

This can be done this using individual gifts or by establishing a Donor Advised Fund (DAF) or Foundation.  


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Sustainable Advisors Alliance, LLC ("Sustainable Advisors") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sustainable Advisors Alliance, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.