Monument Legacy is a Donor Advised Fund that offers a unique opportunity for individuals to align their investment portfolios with their philanthropic goals. The fund allows donors to combine their charitable giving with their investment strategy, creating a single portfolio that offers greater potential for growth and increased charitable contributions in the future.
This innovative approach to charitable giving enables individuals to make a meaningful difference in their communities while also maximizing the potential for long-term financial growth. By aligning philanthropic goals with investment strategy, donors can create a legacy of impact that will endure for generations to come.
Donor advised fund
Mission & Vision