PHILANTHROPY PLANNING

 

OUR CLIENTS

Many of our clients donate time, talent and "treasure" to causes and organizations they believe in. There are multiple ways we partner with our clients for financial philanthropy. Some of those methods include using:

  • Donor Advised Funds
  • Fiscal Sponsorships
  • Community Foundations
  • Direct Donations

Developing a proactive plan for philanthropy begins with securing our client's personal life goals. This discussion comes after we complete the first iteration of a client's financial plan. We see how much money is available and "work backwards" so our clients can do their giving while living. 

**UPDATE**

In April of 2023, our very own Doug Tees earned the coveted Chartered Advisor in Philanthropy (CAP) designation.  Congratulations Doug! From a wealth management standpoint, Doug’s proven expertise in the application of philanthropic goals will provide additional help with tax and legacy planning, wealth management and values alignment. 

OUR FIRM

We too have a philanthropy mindset and made the decision to donate 1% of our firm's annual revenue to nonprofit organizations. We stay accountable to this goal by partnering with 1% for the Planet. And the organization that we support as a firm is Northern Virginia Food Rescue. To watch our interview with !% for the Planet's CEO Kate Williams, just click here.

NOVA Food Rescue uses Food Rescue Hero technology to rally a community of millions. County by county, neighborhood by neighborhood, CEO Aaron Tolson and his team have a not-so-secret mission to end hunger in Virginia or at least ensure that food is accessible to everyone who wants it. All we have to do is eliminate food waste and as a byproduct, reduce methane gases which will preserve the atmosphere on our planet #WinWinWin. To see some of our interview with Aaron, just click here. 

 

 

To start feeling good about your money, book an introductory call here: Introductory Call