Integrating Philanthropy and Financial Planning
Understanding where your money meets your mission is crucial both for your financial health and for building the kind of legacy that feels lived, not just left behind. As I’ve said before, legacy is a verb — and one we practice every day.
When we align our financial picture with our philanthropic values, we’re not just crunching numbers, we’re building a life that reflects what matters most. Integrating giving into your financial strategy creates a deeper kind of wealth, one measured in dollars and impact.
Love, Legacy, and the One Conversation We All Avoid (But Shouldn’t)
Estate planning gets a bad rap for being all doom and gloom, but what if we flipped the script? What if we looked at it for what it truly allows? The opportunity to continue our legacy in life. That’s right—continue.
The Power of Everyday Philanthropy: Why you don't need millions to make a difference
Imagine a world where everyone sees themselves as a philanthropist—a world where each person gives in ways that feel meaningful and impactful. That vision is what drives me. My hope is for you to recognize the power you hold to make a difference and to take that first step toward creating a thoughtful giving plan aligned with your values.
Philanthropy in Focus
Welcome to the Philanthropy in Focus Blog. Learn more about what you’ll see here each month and find ways to connect with The Good Philanthropist.