Testing The Waters

A couple who spent many years dedicated to building their business sold it for a windfall. They enjoyed spending time on the beach with their grandkids, but found retirement as beach bums a little boring.

They were ready to dip their toes into the waters of philanthropy but weren’t sure where to start. So their advisor introduced them to Gulf Coast. They made one gift to start their new fund, and then we did all the work for them.

They generously supported their favorite causes and even learned about some worthy new ones. In a short time, they went from charitable-giving novices to strategic-philanthropy experts. And, they’ve never had so much fun!

Ready to test the waters?

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