You’re giving generously. Is it all adding up?

December 31st is quickly approaching.

Your mail boxes are filling up with nonprofit organizations asking for year-end charitable gifts.

Your financial advisors and tax planners are helping you “get the most tax bang for your charity buck.”

If you have a thoughtful charitable giving strategy, you relish this time of year because it’s an opportunity to fulfill some of your goals to make a difference in people’s lives.

With a clear plan in place, you know how you will implement it, and you’re confident about your decisions and how they line up with your philanthropic intentions.

However, for some families, this time of year can almost feel rote. You’re writing the same checks every year, and you don’t feel great because you’re not really sure about what happens to your gifts after you send them. Maybe you just don’t get what they’re adding up to.

There’s a better, more meaningful way. A way that unlocks your connection and enables you to see where your giving is going to have the greatest impact.

We can build on what you’ve begun, make it all work the way you hope for, and create a personal giving plan that makes sense and feels joyful.

As your philanthropy advisor, I’ll work with you to help you discover and define your philanthropic values, create a personalized framework for charitable giving, conduct research and evaluate options for charitable partners, and coordinate with your other professional advisors to develop a plan you love.