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The Donum Plan:

Three unique tax planning programs to aid in building your wealth and creating a lasting legacy.

Donum Defund – 60% Income Tax Deduction

Provided by our amazing charitable gift financing.

Donum Diversion – Net Tax-Free IRA Rollover

This will change your wealth trajectory and will allow you to keep more of the money you have.

Donum Divest – 60% Capital Gains Deduction

The opportunity to maximize your tax savings with a charitable gift financing loan.

All products are independently strong strategies for wealth growth. Clients can use multiple strategies according to their specific tax planning needs.