Charitable Gift Planning : Deliso Financial and Insurance Services

Charitable Gift Planning

At Deliso Financial we offer our philanthropically-focused clients every opportunity to support the organizations or causes that mean the most to them and work with them throughout the process. We strive to ensure our charitable gift clients secure the best possible outcomes for their philanthropy efforts through immediate income streams and tax benefits. We like to provide opportunities for win-win situations.

Charitable giving strategies are abundant, and we understand the ins and outs of each. After determining your wishes and needs, we will work collaboratively with your tax and legal teams to make sure your strategy is implemented appropriately.

Our charitable gift clients utilize an array of strategies to make contributions to colleges and institutions, religious bodies, health care systems, arts organizations and many others.



  • Mutual Funds: What’s in Your Portfolio?

    Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

Subscribe to our Newsletter