Philanthropy and Inheritance Planning
Making Your Dreams a Reality Financial Services
For those who want to choose Charity over Taxes
In my nineteen years as a financial planner, I have met so many people who want to be philanthropic, but feel uncertain as to whether or not they have the resources to do so, because they pay a lot of taxes. So, I sit down with people who really want to choose charity over taxes and show them concrete steps for how they can give more and pay less.
For those who want to make mindful & caring decisions about their inheritances:
I am now encountering more people who are receiving inheritances, and feel uncertainty in how best to be stewards of this money. So what I do is, I sit down with people who really want to infuse some meaning into the decisions they make with their inheritances and show them how they can do that with our unique five step process, which I have developed using my nineteen years of financial planning experience.
If you, or someone in your network is grappling with how to be more philanthropic while reducing tax, or the best avenues for their inheritance, please contact me so we can set up a meeting and begin making your dreams a reality!
Further Reading - Philanthropy and Inheritance Planning
What kind of conversations are you having with your financial advisor about your core beliefs, your values, the reasons you like to give and give back? Does your advisor know which of the causes you support are the most important to you? Have you talked about the ways that strategic charitable giving can help you to make the most impact, both now and in the future? Or do most of your conversations revolve around how to reduce taxes?read more
This may come as a surprise to you that, since the beginning of its origins, the YMCA’s main value and therefore mission/vision is; the desire to be socially active and engaged in all community needs. Surprised? Many see the YMCA “only as” another gym and place where children take their swimming lessons. The Y’s vision of a healthy living for all has made it easier for people to access their many activities allowing the body, mind and spirit to be healthy.read more
Taking the Next Step – Ask your financial planner how you can help Save the Bees while managing your assets! What if you could make a difference to the fate of the bees while giving university students unique experience for their resumes? And what if you could do this tax-effectively while planning for your own future needs? If you work with a financial planner, she or he should be able to advise you on tax-effective options to help save the bees.read more