As an investor advisor, our daily objective is to improve our clients’ financial well being.  At Songbird, we believe that philanthropic involvements can also improve overall well being for people in the communities as well as in the society.  Songbird supports Princeton local non-profit organizations like Princeton Pro Musica, United Front Against Riverblindness and HiTops.

We also advise our clients to set up charitable funds as their overall financial planning strategy using Charles Schwab Charitable Fund, and determine the allocation of their charitable accounts.  Donors can enjoy an immediate tax deduction for their contributions, and still maintain the control of granting over time.

Click here to find out more information on Schwab Charitable.