Aquila Wealth Advisors, LLC

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How to give & get more from philanthropy

Good news! We’re giving more to charity than ever before.[1] One reason is that giving feels good. It gives us a warm glow that can inspire us to keep giving.[2]

That’s probably why charitable contributions have increased by 5% over the past few years1—and experts expect this trend to continue.[3]

That’s promising, but it could be even better.

That’s because about 2 out of 3 people say they want to give more, but they aren’t. Why?

Because they don’t have a giving strategy—and they don’t know what the impact of their giving will be.[4]

In this month’s AquilaWealth Visual Insights Newsletter, we explore the concept of strategic giving and its essential role in maximizing the impact of philanthropy. Click here to see it!

With the right charitable giving strategies, you can feel more fulfilled and make a greater impact on the world.5

Go ahead and click here to discover more about strategic philanthropy.

Have you been thinking about better ways to give to the causes you care about? 

Sincerely,

Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors
872 Higuera Street, San Luis Obispo, CA 93401
(805)250-4552
AquilaWealth.com

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P.S. Donors cite philanthropy as the number one way to make an impact on the world.6 Make sure your charitable gifts are making the greatest impact by checking out this month’s AquilaWealth Visual Insights Newsletter.

1https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=42

2https://www.pitt.edu/~vester/whydopeoplegive.pdf

3https://philanthropy.iupui.edu/news-events/news-item/new-study-predicts-charitable-giving-will-increase-in-each-of-next-two-years-.html?id=287

4https://www.fidelitycharitable.org/about-us/news/study-finds-64-percent-of-donors-want-to-give-more.html

5https://www.hbs.edu/faculty/Publication%20Files/10-012_0350a55d-585b-419d-89e7-91833a612fb5.pdf

6https://philanthropy.iupui.edu/news-events/news-item/2018-u.s.-trust-study-finds-high-net-worth-donors%E2%80%99-average-giving-amounts-increased-since-2015.html?id=277 

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.