By offering investment solutions and expertise that allow investors to leverage their wealth for generosity, we aim to give all clients the opportunity to experience the joy that comes from being a generous giver.
We are also committed to leading by example when it comes to generosity. We encourage employees to give personally by offering a gift matching program, we direct a portion of our profits to non-profits that we support, and we encourage staff to donate their time and talent through local volunteer opportunities.
In an effort to simplify the giving conversation for our clients we have incorporated the Camelot Philanthropy Program into our application process. This is a voluntary fee that clients may add to their account, 100% of which is directed to one of our mission-aligned non-profits. Our hope is that this is natural conversation starter for an even deeper conversation about generosity.
CHARITABLE POOLED TRUST
The Charitable Pooled Trust (CPT), also known as a Pooled Income Fund, is one of the most beneficial charitable tools for clients that need income from their investments, but also have a desire to pursue charitable aspirations. The CPT is akin to a Charitable Remainder Trust in many ways, but can result in an immediate tax deduction that is 3X greater than that of a CRT.
Click Here to learn more about Camelot's Charitable Pooled Trust.