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Charitable Gift Planning

Client Centered

You give back because it provides meaning. Donating can give purpose. It energizes you. Giving to someone in need can have a lasting impact on not only themselves, but you as well. Giving to charities that mean something to you can provide an opportunity for someone who may not have gotten one otherwise.

Whatever your charity of choice is, Wealth Coach of North Carolina is here to help ensure you not only maximize your giving, but do it as efficitently as possible. We'll work with you to utilize strategies that will give the most to the places you want it to go.

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