Giving With Purpose To Maximize Your Family’s Impact
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Giving With Purpose To Maximize Your Family's Impact
Show Transcript
Right? We want to look at the causes and the people that [music] you care about, who you want to involve in your giving and the timing of it and the structure behind it. And all these parts need to be coordinated. Um because once we start thinking more or less about a deduction, more [music] about the impact, we can open up more options. Right? If we’re just trying to maximize our deduction, there’s a very narrow path that we take in what what we give away and how we do it. [music] When we put it in a broader structured stand strategy standpoint, that opens more paths. How do we give to our family? What kind of trust do we utilize? What kind of donor adise fund makes [music] sense? Um, and that helps us to be proactive with our giving instead of being reactive as we get towards the end of the year each year and we decide, oh, I need to, you know, give X [music] in order to reach my uh itemized limit. So, once we shift that mindset, we can really help coordinate this with [music] our broader estate and tax plans. We can align our giving with our values.
What does purposeful giving look like for you and your family?
For many people, generosity isn’t just about writing a year-end check — it’s about aligning your values, creating impact, and passing something meaningful on to the next generation. In our recent webinar, Giving with Purpose: Strategies to Maximize Your Family’s Impact at Year-End and Beyond, Director of Estate Strategy Andrew Kulha and Senior Wealth Advisor Stephanie Bruno shared strategies to help you give with more clarity, confidence, and intention.
We explored the key questions every family should consider:
✨ What causes matter most to you?
✨ How do you define the impact you want to make?
✨ Which strategies can help your gifts go further?
✨ And how can you teach younger generations to engage in thoughtful, intentional giving?
From understanding what truly motivates your generosity, to exploring tax-efficient ways to amplify your giving, this session offers guidance that empowers you to make a lasting difference — both today and for years to come.
Watch the full webinar on demand: https://missionwealth.zoom.us/webinar/register/8717628893000/WN_2eCyjqy8SuWu4Ngz7-zFBg#/registration
Read our top takeaways from the discussion: https://missionwealth.com/how-to-maximize-your-year-end-charitable-impact/
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has provided comprehensive wealth management services to high-net-worth families across the United States. We specialize in helping people navigate major life events, and our visionary, service-oriented culture is dedicated to empowering our clients to lead more fulfilling lives.
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