Our commitment to your nonprofit organization is to help you maximize its positive impact on the world, a mission that aligns with our goals at The August Wealth Management Group. Our specialized team analyzes your current spending and investment policies to identify the most effective methods of funding and governing your institution. We provide suggestions and necessary adjustments to achieve an optimal spending rate and balance between preserving assets and funding projected obligations.
Donor-Advised Funds (DAF)
We offer charities three different options for grant administration:
Under the third option, a grant to an organization other than the participating charity will trigger an automatic grant in the same amount to said participating charity. Simply, half of the account ultimately must be payable to the participating charity while half is paid to another qualifying organization.
While having ample financial resources is undoubtedly important for the flexibility and success of your financial plan, it is not the sole determinant of our potential for a fruitful partnership. At The August Wealth Management Group, we actively seek out clients and prospects who possess qualities such as ambition, drive, consistency, and open-mindedness. Whether your wealth is newly acquired or has been accumulated over multiple generations, we are committed to assessing your unique circumstances and providing customized solutions to protect and grow your assets, regardless of your demographic. Here are just a few of the groups that we serve.