Charitable Account


A charitable account is an easy, tax-efficient way to support charities today and create a charitable legacy. With this account, you can:


  • Donate cash or appreciated securities
  • Realize immediate tax benefits
  • Give when it is convenient and meets your goals
  • Manage your giving online
  • Create a lasting charitable legacy

    Contact Us:


    To find out more about opening a charitable account, either call our office at (855) 846-ACAP, fill out our brief contact form or email us at [email protected].