Donating to a charity or foundation, whether with money or time, while it inherently makes us all feel good, the reasoning for me goes far deeper. I believe it is a social, cultural, and environmental imperative that those of us with the means, make a clear commitment to philanthropic and charitable giving.
This imperative begins within you, your family, your home. What does that mean? This may be difficult to hear, but if you do not currently have enough saved towards your retirement, little savings in the bank, or struggle to make ends meet each month, now is not the time for you to give monetarily to others. First things first for all of us – if we do not take care of ourselves, we cannot take care of others. So, take care of your future self today, and plan to weave philanthropic giving in at a later date. And until then, consider volunteering. There are many resources available to find volunteer efforts that fit your interest and lifestyle – I've listed just a few below:

If you have a sound financial strategy in place and are confident yours and your family’s future is secure, then it may be the right time to develop a charitable giving plan. There are many ways to go about this from establishing a Donor Advised Fund (DAF), to setting up a Foundation, to ensuring your estate plan includes charitable giving. Tax advantages and considerations are an essential part of any giving plan, and play a fundamental role across your investments, assets, and donations. Developing this plan requires forethought and strategy. It requires clarifying your Giving Mission – what inspires you to give? Then asking yourself, what are the areas you care about the most and want to impact? Starting with this and developing a step-by-step strategy, my team and I can help your philanthropic efforts achieve their purpose – to make your community and our global community better than we found it.


Go to top