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The Benevolent Buddy Program

Executive Business Financial Planning, LLC will donate 25% of Investment Advisory fees billed on your account to any 501(c)(3)
Charitable Organization You Choose!

Whether you are investing for Income or Growth, when you open a Benevolent Buddy Account with Executive Business Financial Planning, LLC ,  you can provide for your favorite cause. The 501(C)(3) Organization you pick will receive an income stream at no cost to you or the charity as long as your investment account is active.


Is the Benevolent Buddy Program a Donor Advised Fund or a Private Foundation?
No-Payments to the 501(c)(3) Organization come directly from Quarterly Investment Advisory Fees billed to your account and do not incur additional charges to the Client nor Charity. Advisory fees are  published in Form ADV II and Schedule H Brochure.

Can I write off the Benevolent Buddy Program gifts off of my taxes?
No-Donations come directly from EBPF Quarterly Investment Advisory Fees, and not the Client Advocate Account Owner for the purposes of tax reporting.

Can the Charitable Organization Solicit on behalf of the Benevolent Buddy Program? No- Charity may provide member contact information and a forum to EBFP. However it may not offer any solicitation or endorsement.

Can I choose any Charity I want?
Yes – As long as the  organization is a registered 501(c)(3).