Executive Overview
Our highly-trained team of philanthropy professionals are well-versed in all the details of the giving process, and are fully prepared to help you establish, set goals for, and administer family foundations, charitable trusts, and grant-making devices. We do this primarily through three interrelated programs:

• Philanthropic Diagnostic and Strategy

• Compliance and Operations Management

• Family Involvement and Succession Planning

These professionals work with Shoreline Wealth & Investment Management, as well as your existing advisors, to set up effective strategies for structured distribution--ensuring that these activities are incorporated into your complete financial picture.

The Four Principles of Giving
Your philanthropy advisors will help you develop an customized philanthropic structure build on four principles of giving:

Transaction –
Shoreline Wealth & Investment Management advisors will assist in handling the details of your charity, including designing charitable entities, delivering assets, filing IRS forms, and identifying charitable deductions

Team –
Our advisors will work with you to assemble your philanthropy team and coordinate its specific functions. Your team could include members of your family, friends, lawyers, financial advisors, CPAs, trust officers, and grant evaluators

Transference –
Philanthropy is about more than writing a check. Today it’s an opportunity to turn your principles, beliefs, and values into programs and projects that have impact. Shoreline Wealth & Investment Management advisors will help manage this process

Transformation -
Shoreline Wealth & Investment Management advisors will monitor, measure, and analyze the effect of your gifts on an ongoing basis, giving you a clear perspective of the effect of your gifts

Secure, Online Access
Shoreline Wealth & Investment Management advisors can offer secure access to a consolidated summary of your philanthropic activities. Supported by a team of investment professionals and fueled by advanced internet technology, the Shoreline Wealth & Investment Management advisors can provide:
• Philanthropic research, commentary, and involvement
• An efficient medium through which to communicate with your philanthropy “team”
• Creation, hosting, and maintenance of your charitable organization’s website

Specific Philanthropic Strategies
If you have additional interest, please click on one of the following underlined links: 1) Charitable Remainder Trusts; 2) Gifting; or 3) Foundations for more detailed information about each option.

Shoreline’s Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.

For more information:
If you’d like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to view a specific link or in the left margin of each page to explore a specific wealth management topic.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

All photos courtesy of Shoreline Summit Photography