Philanthropy

Charitable Giving For Families

At Lifestyle Security By Design we have extensive experience assisting clients with all areas of charitable giving, helping them maximize their gifts and minimize taxes. We educate you on the various options and work with your attorney and/or tax advisor to find the best charitable vehicle for your situation. Some of the ways we do this are through charitable and irrevocable trusts, donor-advised funds, gift annuities, and charitable life insurance policies.

Foundations and Endowments

Lifestyle Security By Design also works with philanthropic organizations, providing investment advisory services to foundations and endowments. We develop a customized investment policy statement that is in alignment with your organization's values and financial goals, and we help you build your resources to enhance your mission.

Please contact us for more information about charitable giving, or help one of the organizations we support

Sponsor a child

Become a sponsor. Help a child at risk become a healthy and fulfilled adult, experience God's love, hear and respond to the Gospel – and bring about lasting change to their families and communities.

Sponsor a child today!

Please visit my Compassion Advocate Page and Sponsor a child today.

Thank you

Daniel