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The WDS Foundation Board of Directors has engaged the services of Capital Advantage, Inc., an SEC Registered Independent Investment Advisor to provide ongoing financial planning, investment advice and portfolio management for individuals, families, corporations and non-profit organizations.
This will make it easy and convenient for WDS members to donate to the Women’s Dermatology Society Foundation. The firm offers turn key solutions to assist members who wish to make donations. They will provide the following:
- Answer member questions.
- Give instructions on how and where to make donations.
- Consult on acceptable assets for donation.
- Help implement transfers from other accounts to the foundation.
- Track and confirm the receipt of donations.
- Offer consultations for personal gifting and tax matters.
- Provide ongoing portfolio management for donated assets.
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Dr. Lenore Kakita, President of the WDS Foundation said, “This is a new benefit to WDS members and will make donating easy, fast, and secure. Capital Advantage will handle all the details and facilitate the receipt of all assets for the purpose of charitable gifting to the WDS Foundation. |
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Note: The custodian for Women’s Dermatology Society Foundation assets is Charles Schwab & Co.
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