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A better way to give

Invest for the future and give to causes close to your heart. However you decide to put your money to work, Crestwood Capital Management can help.

Get Started
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Invest and grow your money for a year.

Donating shares held for more than a year can boost your charitable giving and offer a tax benefit, so get started now.

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Choose from our partner charities.

We've partnered with well known charities across a range of causes. Don’t see a charity you want to support?
Put in a request for us to add another charity.

Logos of partner charities.

Expand on your impact—and your benefits.

  • Help minimize tax impact from your investments.

    Support charities you care about and enjoy eligible tax benefits at the same time.

  • Easily access your donation receipts.

    Tax receipts for your donation are emailed directly to you and available through your Crestwood Capital Management account. Plus, charities don't have to fill them out and send them to you.

  • Keep your information secure.

    When you donate directly through our platform, you won't have to enter additional financial information on third-party sites.

We serve one purpose.

Whether we're helping customers reach their financial goals, or helping charities find the support they need, our goal remains the same: to help others make the most of their money, so they can live better.

Learn more about Crestwood Capital ➔
A college fund goal cards and a Greece vacation goal card, both are on track.

Ready to make the most of your financial life?