Tony Adamo, AIF® & Chris Ritacca, AIF® · Wealth Advisors Who Care
Could a Plan Help Your Generosity Go Further?
Maybe you donate to your favorite charity every December or give whenever a fundraising appeal catches your attention. Those gifts can do a lot of good.
But have you ever considered what your generosity could accomplish if you approached it with a plan?
A little planning could help your generosity have a bigger impact on the causes you love. It could also reveal opportunities to give in ways that make sense for your broader financial picture.
So, what could a giving plan make possible for your generosity?
Not receiving our newsletter?
Get insightful info on finances and more in your inbox every month with the
VISUAL INSIGHTS NEWSLETTER
4 Reasons Your Generosity Deserves a Plan
Give With Greater Purpose
Maybe you'd love to help more children get access to education or make a bigger difference in your local community.
A giving plan helps you think about what you'd like your donations to accomplish over time. With a goal in mind, you can make more thoughtful decisions about which causes to support and how your contributions could help them over the years ahead.
Make Space for Giving Opportunities
Getting a big bonus or thinking about selling your business? If you’ve been considering a substantial charitable gift, this could be a good time to revisit your plans.
That’s because the timing of your donation may offer tax advantages, depending on your circumstances. And a little planning gives you time to explore your options before the year-end rush.
Discover More Ways to Support Your Causes
Have you ever considered giving something other than cash?
If you own stocks or other investments that have grown in value, you may be able to donate them directly to charity. A donor-advised fund or IRA giving, if you’re eligible, could also be worth exploring.
A giving plan gives you time to consider your options before making your next big gift.
Leave a Legacy That Reflects Your Values
Is there a cause you’d love to support for generations to come? Maybe it’s the school that gave you your start or an organization that’s helped someone close to you.
A giving plan can help you make that lasting commitment. You might even consider including a charitable gift in your estate plan, so a cause you love can count on your support for years to come.
A giving plan can help you support the causes you love while making thoughtful decisions about when and how to give.
Let’s Talk About Your Giving Goals
Have a cause you’d love to do more for? You may be able to provide support in ways you haven’t yet considered.
We would love to hear what you have in mind. Let’s explore your options and see how charitable giving could fit into your financial plan. We can get the conversation started before the year-end rush.
Sincerely,
Tony Adamo, AIF® & Chris Ritacca, AIF®
Wealth Advisors Who Care
https://www.wealthadvisorswhocare.com
P.S. Sign up for our emails. Our subscribers get our best insights.
Tony Adamo, AIF® & Chris Ritacca, AIF®
Wealth Advisors Who Care
Not receiving our newsletter?
Get insightful info on finances and more in your inbox every month with the
VISUAL INSIGHTS NEWSLETTER
Tony Adamo, AIF® & Chris Ritacca, AIF®
Wealth Advisors Who Care
TAdamo@wealthadvisorswhocare.com
Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Wealth Advisors Who Care LLC are not affiliated. The information contained in this message may be CONFIDENTIAL and is for the intended addressee only. Any unauthorized use, dissemination of the information, or copying of this message is prohibited. If you are not the intended addressee, please notify the sender immediately and delete this message.intended addressee, please notify the sender immediately and delete this messageunauthorized use, dissemination of the information, or copying of this message is prohibited.
The information contained in
Investment Adser. IFP and Wealth Advisors Who Care LLC are not affiliated. The information contained in this message may be CONFIDENT and is for thetendeaddressee only. Any unauthorized use, dissemination of the information, or copying of this message is prohibited. If you are not the intended addressee, please notify the sender immediately and delete this message
Become an Insider
Get insightful updates on markets and the world delivered straight to your inbox every month.
No thanks
You're Signed Up!
Tony Adamo, AIF® Chris Ritacca, AIF®
Wealth Advisors Who Care
Stay tuned — an email from me is on its way to your inbox right now.