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Charitable Giving

Don’t we all want to leave the world a little better off than we found it? Opus Financial Advisors takes great pride in partnering with our clients to make a difference one gift at a time. Our clients have a heart for the members of their communities in need, and we have the expertise to craft innovative charitable giving strategies to insure tax efficient generosity. If you would like to establish a charitable giving fund, private foundation, or legacy giving program—talk with us today about “giving smarter.”