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Planning for Philanthropy


Giving back may enhance an individual’s quality of life and help one make a positive impact in the world. Philanthropy is not just a technique for the very wealthy. With a solid philanthropic strategy, impactful giving may be possible for anyone.

There are many creative approaches for practicing philanthropy. Effective strategies may include contributing time or gifting money to charities, using donor-advised funds, and taking advantage of employer matching gift programs.

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Have a question?

Speak with Kevin Dorwin, CFP®, Managing Principal, whose expertise includes portfolio design and management, estate planning, and charitable giving, among other wealth management strategies.

Kevin D. Dorwin, CFP®

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.


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