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.

