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Powering Your Legacy Through Charitable Giving

Powering Your Legacy Through Charitable Giving

December 07, 2020
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Charitable giving is an American tradition: Americans typically give well over $300 billion annually to non-profits. Even in difficult economic times, giving tends to grow more each year than inflation. And people who give find they themselves benefit —emotionally and, potentially, financially — by helping others.


If you think you might feel the same, start considering your own priorities when it comes to charitable giving. The attached Charitable Planning Guide, by Fidelity Investments, offers tips and worksheets to help you create your personal Charitable Giving Mission Statement and Action Plan. And if you need help or advice as you think through your charitable goals, let’s connect…there are ways we can work together to make sure charitable support is part of your overall plan.