Build a legacy of giving.

“Arnerich Massena introduced me to — and helped me establish my own — Donor Advised Fund, which allowed me to save on taxes and give more money to causes I am passionate about. Setting up the Donor Advised Fund was like Christmas morning! I am able to give effectively to organizations I love and am in a position to be more generous now than I ever have been before.”

This testimonial is from a current client. AM did not pay a fee for the testimonial and no material conflicts of interest exist that would influence the testimonial provider.

Working with the very knowledgeable staff at Arnerich Massena, I set up a Donor Advised Fund. I thought it was my time to start giving some profit back to the community. Having spent my career making money, I find giving money quite a challenge. Encouraged by my advisors, I learned to gain experience by giving some money to a wide range of charities. I found I have a short attention span for non-profits too busy to communicate with me except to ask for more. Regardless of mission, I support organizations which value good communications systems. I like reading, seeing and hearing about staff, their work and people they serve through their email newsletters. I appreciate links to new ideas from the thought leaders among them. Through giving, I can keep current and enjoy every opportunity to learn.

This testimonial is from a current client. AM did not pay a fee for the testimonial and no material conflicts of interest exist that would influence the testimonial provider.

“When we began our relationship, Arnerich put the time into building a relationship with Meghan and I and assisting us in understanding the implications and planning for the future.”

This testimonial is from a current client. AM did not pay a fee for the testimonial and no material conflicts of interest exist that would influence the testimonial provider.