Charitable Gift Planning

“Shareholder advocacy and community investing are crucial when it comes to investing socially responsibly.”

Charitable gift planning allows our clients to support the organizations and causes that matter to them while providing immediate income streams and generating valuable ­tax benefits.

At Ostberg & Associates, our philanthropically-minded clients support a wide array of charitable institutions, including colleges and universities, religious bodies, health care systems, arts organizations, and social service agencies.

Numerous charitable giving strategies exist. We will discuss your needs and wishes to determine what will work best. Then we will work collaboratively with your legal and tax professionals to implement the plan.

Market Watch

January 21, 2021 @ 02:50 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite ETF +0.1%  
S&P 500 ETF +0.1%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.