Closehaul made the process of donating appreciated stock completely painless. Ronald walked me through every step, and the tax savings were even better than I expected. I'll never go back to writing checks.
I was skeptical at first — I'd heard about donor-advised funds but thought they were only for the ultra-wealthy. The team at Closehaul showed me how it works at any level. Now my giving is more intentional and more impactful.
Working with Dallas on our family's charitable remainder trust was an incredible experience. She's knowledgeable, patient, and genuinely cares about finding the right fit. Our children will benefit from this legacy for decades.
As a financial advisor, I've recommended Closehaul to several of my clients who want to give more strategically. The team is professional, responsive, and the process is smooth from start to finish. A true partner.
I wanted to leave something meaningful behind for the causes I care about. Closehaul helped me set up a bequest that felt right — not too complicated, exactly aligned with my values. I finally feel like my estate plan is complete.
The transparency here is unlike anything I've experienced with other charities. I can see exactly where my gift is going and the impact it's having. That accountability is what keeps me coming back year after year.
