Altamont utilizes the team at The Community Foundation to help charitably inclined clients make meaningful contributions to the local community. At the same time, the teams at Altamont and Gould Killian make sure the donor is able to realize appropriate tax benefits. Altamont is among a select few local investment advisors that have been approved to manage donor funds on the behalf of The Community Foundation. So not only can we help with gifting strategy, we can also ensure that the gift proceeds grow over time and provide appropriate contributions to local charities. For more information on the Community Foundation: https://cfwnc.org/ |