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Leaving a charitable legacy with donor advised funds

Foundation Wealth Group

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Matthew Sorenson, NMLS # 1682777, and Tom Griffin, NMLS # 1690390 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Matthew Sorenson, NMLS # 1682777, and Tom Griffin, NMLS # 1690390 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Matthew Sorenson, NMLS # 1682777, and Tom Griffin, NMLS # 1690390 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Foundation Wealth Group

Phone: 503-387-8458

Matthew Sorenson, AWM

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 503-387-8471

Tom Griffin

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 503-387-8458

Emily Aley

Senior Registered Client Associate

Phone: 503-833-5209

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Lake Oswego, OR 97035
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