Over $6,700,000!!
At Regency Wealth Management, we believe financial success carries a responsibility to make a difference. One of the most fulfilling aspects of our work is helping clients turn their wealth into a force for good, supporting both local and global charities and non-profits, bringing about lasting change.
In 2024 alone, Regency clients donated over $6,700,000, through donor-advised funds (DAFs), qualified charitable distributions (QCDs), and gifts of appreciated securities from accounts under our management to end, qualified charities. These contributions reflect not just generosity, but a shared desire to give back and create meaningful impact.
“Generosity is one of our firm’s core values and supporting philanthropic efforts is an integral part of our cultural DNA,” said Mark D. Reitsma, Managing Partner. “Helping clients weave charitable giving into their financial plans can not only yield significant short term tax benefits but can also pay highly rewarding long-term dividends by strengthening local communities or contributing to causes on a global scale.”
At Regency, generosity is personal. Our firm and its equity partners are proud to support nearly 300 charities and non-profits, living out the same values we encourage in our clients — integrity, stewardship, and a commitment to enriching lives.
By incorporating giving strategies like donor-advised funds (DAFs) and qualified charitable distributions (QCDs), & gifts of appreciated securities, our clients benefit from tax efficiencies while directing their support to causes that reflect their values. This ensures their philanthropy aligns with their financial goals and creates a lasting impact where it matters most.
Looking ahead to 2025, we are dedicated to creating an environment where our clients and employees can thrive financially and philanthropically in a God honoring way. Our goal is to build lasting relationships, guide clients toward their financial objectives, and inspire generosity that strengthens our communities. Through integrity and care, we strive to help clients flourish while continuing to grow ourselves.
If you’re interested in exploring how your financial plan can support the causes you care about, our team is ready to help. Let’s make a difference in the world together; reach out to us today!
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.