Donor Advised Fund

For over two decades, AOG Wealth Management has featured charitable giving as an integral part of our financial planning process. We have encouraged those who have financially done well also to give back.


We are delighted to help clients achieve financial independence for themselves and their families while encouraging generous giving to those in need. Our partnership with United Charitable has been a critical tool in maximizing both tax efficiency and convenience for our clients. United Charitable provides rapid approval for qualified charities, professional monitoring, and the ability to give anonymously when desired.


A Donor Advised Fund (DAF) is an excellent approach for our clients to strategically plan their giving to best impact the organizations that they are passionate about in a tax-efficient manner. There can be accountability and planning efforts dedicated to reaching the goal once it is identified.

Let's Get Started

Frederick P. Baerenz, AIF®

President & CEO, Private Wealth Advisor
Established in 2000, AOG Wealth Management has served Northern Virginia, D.C. and Maryland as an independent Registered Investment Advisor (RIA) specializing in managing wealth for high-net worth individuals, companies, pension plans, Trusts, donor advised funds, and accounts of similar nature. Continue your journey to financial freedom through AOG investment strategies that go beyond the traditional asset classes of stocks, bonds and cash. By engaging an endowment-style model, AOG adds up to five non-traditional asset classes with low correlation to the stock market.
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