Whole Person, Whole Portfolio Abundance
There are many ways to think about how you “give back” from your own abundance. Some of the financial strategies we can discuss with you are:
For accounts seeking tax-exempt income, includes federal tax-exempt municipal bonds and state tax-exempt where possible.
For those who want to establish a long-term giving and charitable investment plan, we offer the Montcalm Donor Fund – our own, unique version of a Donor Advised Fund (DAF). Features include:
Trevor TCR is a grant-making foundation created by Holly Ruxin, in honor of her son.
The foundation is based on the belief that every community has the power to be a vibrant place of ideas and economic empowerment, where all people are welcome and have the opportunity to succeed.
Montcalm TCR and Trevor TCR work together to advance our shared mission of financial and economic empowerment for all. This is a unique relationship – a wealth management firm and a non-profit foundation collaborating to build more ways to flow the world’s abundant capital to where it can be of the most benefit.
Montcalm TCR donates one percent of revenue to Trevor TCR.
Trevor TCR makes grants to organizations creatively building the necessary cornerstones of vital, successful communities, through health, education, enterprise, and the arts.