How to unlock the value of strategic giving
We make a living by what we get, but we make a life by what we give.
How does giving back to your community or donating to a good cause make you feel?
Do you feel stronger in your values?
Like you’re doing your part to make the world a better place?
The famous quote above (frequently misattributed to Winston Churchill) is actually backed up by research. Studies show that we gain a sense of purpose in life through giving and trying to improve the situations of others.1
We explore how you can create a greater impact with your philanthropy and tie it more closely to your values in this month’s AquilaWealth Visual Insights Newsletter.
Inside are 7 key questions you can answer to connect your values more closely to your giving. Click here to check it out!
Knowing what you stand for can help you better support what you truly value. It can also be a great way to share your values, both with the world and within your own family.
So, how can you use philanthropy to support your family’s values?
Click here to learn more about the value of strategic giving and how to get the most out of it.
Are you looking for more ways to support your values through charitable giving?
Sincerely,
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors
872 Higuera Street, San Luis Obispo, CA 93401
(805)250-4552
AquilaWealth.com
P.S. Did you know that research has found gender differences in how, when, and why people give? Women tend to be more motivated by their heart when giving, seeing philanthropy as an extension of themselves. And men tend to have a more strategic mindset, accounting for the tax benefits before giving.2 Does that fit your experience?
1https://www.psychologytoday.com/us/blog/out-the-darkness/201307/the-power-purpose
2https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/women-and-giving.pdf
Eric Maldonado, CFP® dba Aquila Wealth Advisors is an Investment Adviser registered with the State of CA, LA. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (805)250-4552 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from AWA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
