Often, impact-driven investors aren’t sure what they want to do although they know in their heart, they’d like to do something bigger. Are you ready to dream big and bring to life what’s in your heart? As you consider how you might utilize your wealth to impact others, we explore several critical questions that will lay the groundwork for your plan.
- What or who are you passionate about?
- What is the underlying motivation and desired impact of your giving?
- Where would you like to make a difference – families, individuals, organizations, local community, or beyond?
Creating a sound plan for how you intend to make a difference is essential to fulfilling your intended impact on others. We guide you through a series of in-depth personal discussions to identify the factors that will create an impact plan that is fully integrated into your family’s financial plan. The questions that we’d explore include:
- What is the timing for your plan?
- Do you have specific income or liquidity needs?
- What tax considerations need to be explored?
- Does your impact plan need to integrate with your estate plan?
- How much control would you prefer to retain?
- What avenues and strategies would best accomplish your vision?
Unlike other financial advisors who simply recommend that you consult with others, we provide a network of valued resources and connections to whom we directly engage to ensure that your intended impact is achieved. As we guide you through the refinement of your impact plan, we actively facilitate your engagement with:
- Executive directors of local non-profits, foundations & other qualified 501(c)(3)s
- Tax professionals
- Legal professionals
Family Foundations
Non-profits, endowments, scholarships
Straight Donations
Spousal Lifetime Access Trust (SLAT)
Qualified charitable distributions (QCD) from an IRA
Charitable Remainder Trust (CRT)
