Your generosity can create real change. We’ll help you design tax-smart strategies and involve your family in building a legacy that reflects your passions.
We define your causes, outcomes, and guidelines so your gifting aligns with your values.
We choose the right vehicles such as donor advised funds and charitable trusts, and use strategies such as gifting appreciated securities and bunching to lower taxes and maximize impact.
We assist families with Clarity, Alignment, and Communication so they can become cheerful and impactful givers.
With EverSource, you get a clear plan, the right structures, and ongoing support so your giving is simple, strategic, and effective.
Set goals, budget, causes, and timing; select the best structures.
Open accounts, coordinate with your CPA and attorney, and track grants and impact each year.
From retirement planning to investment management, we help you move forward with confidence and peace of mind.
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