What’s important to you? It’s a question I ask my clients on a regular basis. From your job, to your family, to donating to organizations you believe are making a positive difference in the world, it’s part of my job to help you establish a list of priorities in your life. If we don’t know what is important to you, then we ultimately can’t give you financial advice customized to your unique financial situation.
Once we’ve established your priorities, it’s time to discuss how we’ll help you reach your goals. When it comes to charitable giving strategies, there are multiple methods we can employ. Here’s a closer look at the strategies to consider.