Would Coaching Help Me With My Philanthropic Planning?

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Yes. Coaching can help with philanthropic planning. Our observation in working with clients is that many people are reactive in their giving to charities not . They respond to solicitations received in the mail, the year-end appeal from charitable organizations to give for tax deductions, and the call from a friend to help with an organization where the friend is on the board. We believe that everyone has the power to make a difference in their community, country, and world. However, few people ponder what’s really important to them in and many are embarrassed to admit that they really don’t know what they care about, want to change, or help maintain.

This problem is more profound the more money you have to direct to charities. It is a burden for many of the affluent. However, we have found that this is an area where coaching helps clients connect with their values and the legacies that they want their lives to represent. If you are stuck on how to allocate your charitable funds, creating a strategy for philanthropic planning. You may be able to express your purpose and discover your legacy with the help of the reflective listening and thoughtful guidance of a financial planning coach.

Our philanthropic planning services can help lay the foundation for a lasting legacy through meaningful giving. Philanthropic planning is often part of a comprehensive wealth management strategy to help you reach your financial goals as well as charitable vision, whether it’s an endowment, private charity, public or private foundation or a donor-advised fund.

We know that for most of our clients, philanthropic giving isn’t simply about maximizing income tax benefits. It’s about using the wealth they’ve earned to make a positive and sustainable impact in their community and the broader world. Our team  works closely with you and your family to understand your collective passions, your history and your goals. Only then can we develop and implement a philanthropic strategy that truly aligns with your values.

Philanthropic planning can include:

  • Optimizing income tax benefits and incorporating these benefits into your overall wealth management planning.
  • Developing a charitable plan, including a mission and vision statement to guide your giving.
  • Determining which strategies are most closely aligned with your philanthropic objectives.