TOP 10 Charitable giving strategies in Illinois

Visionary Wealth Advisors, located at 1405 North Green Mount Road in O'Fallon, Illinois, is not your typical financial institution. As Visionaries, we strive to exceed the expectations of traditional Financial Advisors by truly investing in the dreams and aspirations of our clients. Founded by Brett Gilliland, who has over twenty years of experience in wealth management, Visionary Wealth Advisors follows the Circuit of Success model to inspire and promote success in all aspects of life. Our dedication to our clients is evident in our personalized approach to financial planning. We believe that each individual's goals and dreams are unique, and we are committed to working with you to create a customized financial plan that aligns with your aspirations. Whether you are a professional athlete like Ozzie Smith, a successful entrepreneur like Chip Wilson, a business leader like Howard Behar, or an Olympic athlete like Annie Kunz, we are here to support you on your journey to success.

TruPointe Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 902 East McCord Street in Centralia, Illinois, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not included. Ameriprise Financial cannot guarantee future financial results. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They appreciate referrals to help friends and family achieve their financial goals and ensure privacy and security through their Online Security Guarantee and About Email Fraud information.

Lisa Vorce - Thrivent is a finance institution located at 1400 North Wood Road, Murphysboro, Illinois, United States. Their office is conveniently located in O'Fallon, IL, just a short distance from St. Elizabeth's hospital. With over 14 years of experience serving the community, Lisa Vorce believes in the importance of clarity when it comes to financial planning. Specializing in retirement, tax efficiency, college planning, and charitable giving, Lisa builds strong relationships with her clients to provide tailored, unbiased advice. Licensed in multiple states including AZ, CO, FL, IL, KS, MI, MN, MO, SC, and TX, Lisa Vorce - Thrivent offers in-office and virtual appointments for clients looking to gain clarity on their financial goals. They provide advice and guidance through their Financial Planning Framework and offer Dedicated Planning Services for a fee.

At Edward Jones - Financial Advisor: Andrew Darnell, CFP®, located at 231 South Washington Street in Du Quoin, Illinois, you can trust in the expertise and professionalism of a Certified Financial Planner. Whether you are looking to plan for retirement, invest for the future, or simply manage your finances more effectively, Andrew Darnell and his team are dedicated to providing personalized financial solutions tailored to your individual needs. With a commitment to integrity and a focus on long-term success, Edward Jones is a trusted institution for all your financial needs.

Wells Fargo Advisors is a renowned financial institution located at 1401 East Financial Park Drive in Carbondale, Illinois, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and access to cutting-edge technology, Wells Fargo Advisors is committed to providing personalized and comprehensive financial planning services to its clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Thrivent Financial-Lutherans, located at 333 Commerce Drive in Crystal Lake, Illinois, is a finance institution dedicated to helping individuals create a financial plan they can be confident in. By matching clients with the right resources based on their top financial concerns, Thrivent aims to understand each client's unique situation and goals in order to provide tailored strategies and solutions. The institution offers a free virtual coaching service called Money Canvas™ to empower clients to build healthier money habits at their own pace. With a focus on understanding the individual needs of each client, Thrivent creates financial plans that prioritize what matters most to them, whether they are just starting out, building a foundation, or nearing retirement. The institution's financial advisors help clients navigate challenges and opportunities, staying focused on what matters most in moments of financial uncertainty.

Thrivent Financial, located at 143 North 2nd Street in DeKalb, Illinois, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. Their team of financial advisors work with clients to understand their unique goals and challenges, and provide strategies and solutions to help them achieve financial success. With services like Money Canvas™, a free virtual coaching service, Thrivent empowers clients to build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to guide you through life's financial challenges and opportunities. Thrivent also offers charitable planning options and generosity programs to help clients give back to their communities. As a Fortune 500 organization with $162 billion in assets under management/advisement, Thrivent is committed to helping people make the most of all they've been given. Visit Thrivent.com to schedule a free introductory appointment with a financial advisor and start planning for a more meaningful and generous life.

Carolyn S. Swafford - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution specializing in personal trusts accounts, including Revocable and Irrevocable Trusts, Guardianships, Estates, and Special Needs Trusts. Vice President and Trust Officer Carolyn Swafford, with over 23 years of experience, also serves as the Land Trust and 1031 Exchange Administrator for Old Second National Bank. She is a Certified Trust and Financial Advisor (CFTA) with a B.S. in Human Resource Management from Northern Illinois University. The institution is committed to serving the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser and wholly owned subsidiary of Old Second National Bank. Clients should be aware of the potential risks involved in any investment strategy and that there are no guarantees of profit or exceeding benchmarks. The institution is not insured by the FDIC or any government agency and investments are subject to possible loss of principal.

Michele Morgan - Wealth Management is a trusted finance institution located at 37 South River Street in Aurora, Illinois, United States. Vice President Trust Officer, Michele A. Morgan, brings over 25 years of trust experience to the institution, specializing in Estate and Trust administration, Guardianships, OBRAs, and Third Party Funded Special Needs Trusts. With the Certified Trust and Financial Advisor (CTFA) designation, Michele ensures that clients' financial matters are handled expertly and efficiently. Old Second National Bank Aurora, a community bank, is dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies involve varying degrees of risk, and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to potential loss of principal. Contact Michele Morgan - Wealth Management for expert financial guidance and personalized wealth management services.

Edward Jones - Financial Advisor: Silas Parker, CFP® is a reputable financial institution located at 466 Main Street in Marseilles, Illinois, United States. Silas Parker, a Certified Financial Planner, offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a commitment to integrity and a focus on building long-term relationships, Silas Parker and his team provide comprehensive financial planning services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Silas Parker, CFP® is dedicated to helping you secure a sound financial future.

Hendricks Wealth & Estate Management is a premier finance institution located at 650 Spring Hill Ring Road in West Dundee, Illinois, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through comprehensive wealth management and estate planning services. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Kim Hillebrand - Thrivent is a finance institution located at 735 McArdle Drive in Crystal Lake, Illinois, United States. With licenses in multiple states including FL, IL, IN, MN, NM, PA, TX, and WI, Kim Hillebrand is dedicated to providing financial guidance to help clients reach their goals. As a Financial Representative, Kim specializes in helping individuals and families achieve security in all areas of their lives. In addition to financial guidance, Kim works to inspire generosity in the community through programs like Thrivent Action teams and Choice Dollars. Clients can schedule an appointment or visit the office in Crystal Lake to learn more about the services offered. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on privacy and security disclosures. Only licensed financial advisors are credentialed to provide investment advisory services, and professional designations can be found on the Thrivent website.

Eric Boksa is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Hart Road in Barrington, Illinois, United States. Eric holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Eric's expertise in estate planning, investment management, retirement planning, and providing financial advice to individuals in various life stages. Contact Eric Boksa for personalized financial advice tailored to your unique needs.

Joseph A Zarlenga is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 28377 Davis Parkway, Warrenville, Illinois, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and more. Joseph is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Edward Jones - Financial Advisor: Casey A Torrey is a reputable finance institution located at 427 North Wilson Road in Round Lake, Illinois, United States. With a focus on providing personalized financial solutions, Casey A Torrey offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest in the stock market, Casey A Torrey is dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: Scott R Green, AAMS™|CRPC™ is a reputable finance institution located at 224 Kirk Road in St. Charles, Illinois, United States. Specializing in providing expert financial advice and services, Scott R Green is a highly qualified advisor with both the AAMS™ and CRPC™ designations. With a commitment to helping clients achieve their financial goals, Edward Jones is a trusted institution for personalized financial planning and investment strategies. Contact Scott R Green today to start planning for a secure financial future.

At Edward Jones - Financial Advisor: Lock Nelson, located at 2031 East Grand Avenue in Lindenhurst, Illinois, you can trust in personalized financial guidance tailored to your unique goals and needs. Lock Nelson is dedicated to helping clients achieve their financial aspirations through comprehensive wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Lock Nelson is committed to providing top-notch financial advice and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Prizm Financial Advisors Inc is a leading finance institution located at 1745 South Naperville Road in Wheaton, Illinois, United States. With a team of experienced financial professionals, Prizm Financial Advisors Inc offers a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Whether you are looking to grow your investment portfolio or plan for your future, Prizm Financial Advisors Inc is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Jacob Schatz - Thrivent is a finance institution located at 1460 Bond Street in Naperville, Illinois, United States. We offer a range of financial services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help our clients make informed decisions about their finances. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Jacob Schatz - Thrivent is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

Jeffrey Hartzell is a Financial Advisor at Ameriprise Financial Services, LLC located at 28377 Davis Parkway in Warrenville, Illinois, United States. Jeffrey Hartzell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jeffrey Hartzell is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, retirement planning, estate planning, investment strategies, and risk management, Jeffrey Hartzell is committed to helping clients achieve their financial goals.

Thrivent Financial, located at 1800 Nations Drive in Gurnee, Illinois, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer a range of resources and services to help individuals achieve their financial goals, starting with the right financial advisor matched to their unique needs. Money Canvas™ is a free virtual coaching service that empowers clients to build healthier money habits at their own pace. Thrivent seeks to understand each client's unique situation and goals to create a personalized financial plan that prioritizes what matters most to them. Whether just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors help clients navigate life's challenges and opportunities. They also offer generosity programs and charitable planning options to give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Their mission is driven by a higher purpose to help people make the most of all they've been given, achieve clarity, and live a more meaningful and generous life. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through licensed financial advisors. Visit Thrivent.com for more information about their services and professionals.

Edward Jones - Financial Advisor: Brian S Terwilliger is a reputable finance institution located at 3030 Salt Creek Lane in Arlington Heights, Illinois, United States. Brian S Terwilliger is a trusted financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian S Terwilliger is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Tucker Wealth Management is a reputable finance institution located at 2800 West Higgins Road in Hoffman Estates, Illinois, United States. Specializing in wealth management services, Tucker Wealth Management offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tucker Wealth Management is dedicated to helping you secure a prosperous financial future.

Fifth Third Private Bank - John Bozett is a prestigious financial institution located at 1296 Rickert Drive in Naperville, Illinois, United States. As a private bank, they offer personalized wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial solutions, Fifth Third Private Bank - John Bozett strives to help clients achieve their financial goals and secure their financial future. Their team of experienced professionals is dedicated to delivering exceptional service and expertise in investment management, estate planning, and more. Visit Fifth Third Private Bank - John Bozett for expert financial advice and personalized wealth management strategies.

Stabrowski Wealth Management is a leading financial institution located at 1730 Park Street in Naperville, Illinois. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Stabrowski Wealth Management to provide you with the tools and resources you need to secure a prosperous financial future.

James Forcucci - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1761 South Naperville Road in Wheaton, Illinois, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the team at Ameriprise Financial Services, LLC, is equipped to provide expert advice on asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or have specific financial needs such as domestic partnership planning or military financial advice, the experienced professionals at James Forcucci's practice are here to help. With a focus on ethical practices and ongoing education, they strive to provide comprehensive and personalized financial solutions to help you achieve your goals. Contact James Forcucci - Private Wealth Advisor at Ameriprise Financial Services, LLC, for all your financial planning needs.

The Quarter Points Group at Morgan Stanley is a prestigious finance institution located at 760 West Main Street in Barrington, Illinois, United States. With a focus on providing top-quality financial services, the Quarter Points Group offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing exceptional service and expertise in the world of finance.

Thrivent Financial Lutherans, located at 1101 Kimberly Way in Lisle, Illinois, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. Their team of financial advisors works to understand each client's unique situation and goals, offering strategies and solutions to help them achieve financial success. Through services like Money Canvas™, a free virtual coaching service, clients can build healthier money habits at their own pace. Thrivent Financial Lutherans prioritizes understanding the unique needs of each client to create a personalized financial plan that aligns with their values and goals. Whether clients are just starting out, building a foundation, or nearing retirement, their financial advisor is there to help them navigate life's challenges and opportunities.

Sebold Capital Management, Inc. is a finance institution located at 2443 Warrenville Road, Lisle, Illinois, United States. They are a fee-only, fully independent, fiduciary wealth management and planning firm with a comprehensive range of services and a research-verified process. Their team of financial experts works with high-net-worth clients to discover and actualize opportunities for wealth, while also minimizing potential risks through various strategies. They work closely with estate planning attorneys to align objectives and evaluate tax strategies impacted by investments, income, and other financial goals. Sebold Capital Management also focuses on structuring family wealth to avoid unnecessary payments or fines, and managing total portfolios to optimize long-term financial objectives. They assist with business exits, generational transitions, and wealth creation through a deep understanding of clients' balance sheets and core values. Additionally, they help with intergenerational wealth transfer, charitable giving strategies, and building a family legacy. Contact them at 630-548-9700 for more information.

Merrill Lynch Financial Advisor Derek B Anderson is a reputable finance institution located at 21805 West Field Parkway in Deer Park, Illinois, United States. With a team of experienced financial advisors led by Derek B Anderson, they provide expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Financial Advisor Derek B Anderson is dedicated to providing top-notch financial services and guidance to help you navigate the complexities of the financial world.