Solutions

Charity & Donations

Give your charitable goals a clear starting point.

Prepare a charitable planning conversation with Global Advisers and your legal and tax advisers.

Talk with CoreShield · (844) 504-CORE
  1. 01
    Choose your priorities

    Start with the help you need.

  2. 02
    Find the right path

    Understand the next conversation.

  3. 03
    Share your request

    Bring related questions together.

Charity & donations

Build your discussion agenda.

Organize the goals, timing, and adviser questions behind a giving plan.

Select the topics you want to include. Nothing is selected for you.

Choose a topic to build your discussion agenda.

Have these details ready

Giving priorities, intended recipients, and any existing charitable arrangements.

A useful distinction

CoreShield coordinates introductions. Investment-related planning belongs with Global Advisers; legal and tax decisions require your qualified advisers.

Explore & compare

See how the services fit together.

Explore the purpose of each service. Add only the services you want to discuss.

Choose up to three services to compare

Asset managementThrough Global Advisers

Explore asset management questions with Global Advisers, CoreShield’s investment and wealth partner.

How this service helpsOrganize your objectives before speaking with Global Advisers about investment management.
Explore this service

Charity & donationsThrough Global Advisers

Prepare a charitable planning conversation with Global Advisers and your legal and tax advisers.

How this service helpsOrganize the goals, timing, and adviser questions behind a giving plan.
Explore this service

Corporate financingThrough Global Advisers

Organize business funding objectives and request an introduction through Global Advisers.

How this service helpsPrepare the business context needed to identify the appropriate financing specialists.
Explore this service

Equity investmentThrough Global Advisers

Prepare questions about equity investing for a qualified investment adviser.

How this service helpsOrganize the objectives and uncertainties you want to discuss with Global Advisers.
Explore this service

Mutual & saving fundsThrough Global Advisers

Connect with Global Advisers to discuss investment funds and saving priorities.

How this service helpsSeparate the goals, access needs, and product questions you want an adviser to address.
Explore this service

Wealth planningThrough Global Advisers

Prepare a wealth planning introduction to Global Advisers.

How this service helpsOrganize goals and coordination needs for a conversation with the appropriate advisers.
Explore this service
CoreShield partners with Global Advisers for investment, asset management, and wealth planning services. CoreShield does not provide securities advice or manage investment assets. Advisory services require a separate engagement with Global Advisers and are subject to availability and applicable requirements.