Strategies Brochure

At Carolinas Wealth Management, we work with charities to develop a strategic plan for marketing to donors. We will equip you with the right tools, help identify the right people, and set specific goals and objectives for performing an effective planned giving campaign. Our vision at CWM is to deploy our team of professionals to serve people, build relationships, and deliver guidance that will help optimize the financial outlook for all families with an emphasis on expanding charitable giving. For more information, please click on the brochure below.

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Company Info

Carolinas Wealth Management

5111 Trenholm Rd., Ste 100
Columbia, SC 29206
P: 803.256.0100

1300 Professional Drive, Ste 202
Myrtle Beach, SC 29577
P: 843.497.8505

119A Professional Park Drive
Seneca, SC 29678
P: 864.885.1045

ann.duckett@carolinaswealth.com