RESTON, VIRGINIA, USA, May 3, 2023/EINPresswire.com/ -- For over two decades, AOG Wealth Management has featured charitable giving as an integral part of our financial planning process. We have encouraged those who have financially done well also to give back.

We are delighted to help clients achieve financial independence for themselves and their families while encouraging generous giving to those in need. Our partnership with United Charitable has been a critical tool in maximizing both tax efficiency and convenience for our clients. United Charitable provides rapid approval for qualified charities, professional monitoring, and the ability to give anonymously when desired.

"It feels like a treasure giving back. It is such a sense of joy", Sheila Baerenz said, Consultant of AOG Wealth Management.

According to Fred Baerenz, President of AOG Wealth Management, "One of the reasons why [we] started using it [the donor-advised fund] is, first of all, it's really easy. The joy is in seeing the impact of it. We don't care about getting a building named after us or a pat on the back, so to be able to do it anonymously, to be able to do it cleanly, to avoid the spam effect of getting your name sold all of the place, the donor-advised fund just makes absolute sense."

United Charitable featured our very own AOG staff in their recent video. Check it out!

Erica Schaeffer
AOG Wealth Management
+1 703-757-8020
email us here
Visit us on social media:
Facebook
Twitter
LinkedIn
YouTube
Other