(888) 4-ALMEGA [email protected]

Charitable Organizations

For certain qualified charitable organizations , Almega Wealth Management acts as the organization’s designated Gifts Officer.  We provide this service for smaller charities and churches who do not have the luxury of a dedicated Major Gifts Officer.  While we will not solicit gifts on behalf of the organization, Almega and its team provides a hugely beneficial service with zero cost to the organization.

Services available to Qualified Charitable Organizations:

  • Facilitate the receipt of in-kind donations (stock, mutual funds, life insurance, annuities).
  • Create and manage Donor-Advised Funds*
  • Through our network of trusted advisors, provide donors with tax and legal opinions.
  • Provide customized donor solicitation materials and gifting newsletters
  • Conduct in-person and/or virtual educational seminars for donor base
  • Provide your donor base with access to a CERTIFIED FINANCIAL PLANNER™️ to answer questions

To schedule a initial phone or virtual meeting to learn more about Almega Wealth Management’s offering please contact Bryan Wisda at (480) 770-4700 or via email at [email protected].

*The management of Donor-Advised Funds is subject to an investment management fee.