Charitable Planning
Over the past 10 years, BlueChip Advisors LLC has been working to develop programs for non-profits, ministries and other charities to raise funds for short-term cash needs as well as endowment programs for long-term financial stability.
The result is our “Give Without Limits” Program.
At BlueChip Advisors, we define our role as advocates on behalf of charities and the families that support them. Our unique program addresses charitable planning issues by bringing together the combined experience of distinguished tax, legal, insurance and financial professionals with institutional expertise.
Our services include:
- Strategic Gift Planning & Consulting
- Donor Advised Funds
- Wealth Replacement Trusts
- Endowment Programs
- Fundraising
Our goal, through our Give Without Limits Program, is to increase awareness of charities and their donor base about the opportunities that exist in the charitable giving arena as well as provide them with the resources necessary to facilitate these sophisticated transactions.
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Investment advisory services offered through Discipline Advisors, Inc. a registered investment advisor and securities offered through Triad Advisors, Inc.
Member FINRA/SIPC