Williams Asset Management Creates: Champions for Hope - A Donor Advised Fund for Athletes
Charitable planning for professional athletes.
Columbia, MD, December 26, 2009 --(PR.com)-- Williams Asset Management and its President, Gary S. Williams, CFP®, a NFLPA Registered Financial Advisor have proudly created “Champions for Hope: A Donor-Advised Fund for Professional Athletes.”
A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF can be a great alternative to a private foundation because it requires less money, time, legal assistance, and administration to establish and maintain. A DAF also enjoys greater tax advantages than a private foundation.
As a way to support charitable giving, Williams Asset Management has lowered its minimum investment from $500,000 to $25,000 and, for a limited time, lowered their management fee to only 0.25 percent.
Williams states “This program assists athletes by helping them focus their charitable efforts. Further, it is easy-to-use, easy-to-understand and has lower-cost structure then a private foundation. If properly designed, it can also be used to create a legacy in the athlete’s name or cause. We are very excited to offer this program as an option for charitable giving.”
Williams Asset Management is an independent financial consulting and investment management firm with an emphasis on retirement planning for high-net-worth individuals. Since 1994, they have worked with clients to help them to preserve assets and build financial security.
Williams Asset Management is located at 8850 Columbia Parkway, Suite 204 in Columbia MD and can be reached at (410) 740-0220 or by email at Gary@WilliamsAssetManagement.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF can be a great alternative to a private foundation because it requires less money, time, legal assistance, and administration to establish and maintain. A DAF also enjoys greater tax advantages than a private foundation.
As a way to support charitable giving, Williams Asset Management has lowered its minimum investment from $500,000 to $25,000 and, for a limited time, lowered their management fee to only 0.25 percent.
Williams states “This program assists athletes by helping them focus their charitable efforts. Further, it is easy-to-use, easy-to-understand and has lower-cost structure then a private foundation. If properly designed, it can also be used to create a legacy in the athlete’s name or cause. We are very excited to offer this program as an option for charitable giving.”
Williams Asset Management is an independent financial consulting and investment management firm with an emphasis on retirement planning for high-net-worth individuals. Since 1994, they have worked with clients to help them to preserve assets and build financial security.
Williams Asset Management is located at 8850 Columbia Parkway, Suite 204 in Columbia MD and can be reached at (410) 740-0220 or by email at Gary@WilliamsAssetManagement.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Contact
Williams Asset Management
Gary Williams, CFP
(410) 740-0220
www.WilliamsAssetManagement.com
Gary Williams, CFP
(410) 740-0220
www.WilliamsAssetManagement.com
Contact
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