Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Making a Charitable Contribution There are benefits and limitations when you decide to donate stock. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. Surprises Making the most of surprises is a great reason to work with us.