“Giving is true having.”
— CHARLES SPURGEON
At Cove Wealth Management, we love to encourage and celebrate the impact our client families have through their intentional generosity.
We often have the honor of exploring opportunities to maximize giving while minimizing taxes.
Clients frequently donate appreciated investments, business ownership stakes, or appreciated property in ways that provide multiple tax advantages.
We were inspired to start tracking the value of the charitable donations that our clients instructed us to transfer from their Cove Wealth Management accounts to charities, educational institutions, or private foundations since 2014. What an impact!
CWM values generosity and made a commitment to join our clients in charitable giving as well as to look for opportunities in our communities to help in other charitable ways.
At CWM, charitable gifts are a planned part of annual firm spending. Our firm strives give in ways that interact with and impact the lives of 1,000 vulnerable kids in our office cities each year.
Since we began tracking, the individuals and families we serve have made charitable donations totaling:
$15,181,839
Benefiting Organizations Include:
STAR OF HOPE
ROADRUNNER FOOD BANK
THE RIVERSIDE PROJECT
"Our communities should be different because we are here."
— CWM President, Sarah Mizell
Organizations Our Clients Support:
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Navigators
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International Rescue Committee
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Houston's First Baptist Church
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United Way of Greater Houston
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Clemson University
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Hope Stone, Inc.
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Trinity Downtown Lutheran Church & School
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Houston Christian University
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University of Colorado Boulder
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Living Water International
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University of Washington
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New Mexico Dream Center
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Generation One
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LifeHouse of Houston
The power generosity plays in our communities and how Cove utilizes that to help our community and encourage our clients to do the same.
An invitation-only event that allows invitees to talk with others about radical generosity.
Explore what purposeful giving could look like for you.
With thoughtful planning, your generosity can create lasting impact.
