Take your giving strategy to the next level
I’ve worked with many deeply giving people who want to give back to their communities. They want to make a lasting impact and make the world a better place. Philanthropy truly enriches their lives, giving them a sense of fulfillment and a greater purpose.
My role as an adviser has been to help them support their charitable giving by creating the right financial strategies to help provide the maximum impact on the causes they care about.
No matter what your values and goals may be, using your values to shape your giving strategies is key to making the biggest impact.
In this month’s AquilaWealth Visual Insights Newsletter, we explored some deep questions. These questions are designed to help you increase the value and impact of your giving. Click here to see it!
I’ve discovered that, for many people, making some strategic changes can be the key to being able to give more to the causes dearest to them while still living an amazing life and taking care of their loved ones.
If you or a loved one is looking to improve the value and impact of your philanthropy, feel free to reach out to me. I find great joy in helping people discover better giving strategies that support their values and their overall financial goals.
Sincerely,
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors
872 Higuera Street, San Luis Obispo, CA 93401
(805)250-4552
AquilaWealth.com
P.S. About 53% of people who want to engage in philanthropy (but don’t) say that the holdup is either not knowing how much they can afford to give or not knowing how to structure tax-efficient charitable gifts.1 Financial advice can help people overcome these—and other—obstacles standing in the way of meaningful giving.
1https://scholarworks.iupui.edu/bitstream/handle/1805/17667/high-net-worth2018.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.
