What will your legacy be?
Most people I know want to make a difference in the world.
They want to know that their time on this planet mattered, and they want to leave some type of legacy behind.
No matter what you want your personal legacy to be, one of the best ways to shape it is by giving back through philanthropy.
Inside this month’s AquilaWealth Visual Insights Newsletter we explore 7 key questions you can use to help you unlock your values and use the power of philanthropy to help shape your legacy.
How does giving support your values?
Which causes are closest to your heart?
Click here to find out how to use your answers to create your personal charitable giving strategy!
One of the best examples of a charitable legacy is the Giving Pledge.1
This pledge was started in 2010 by Bill and Melissa Gates and is for billionaires who want to make a commitment to give away at least half of their fortunes during or after their lifetime.
More than 200 billionaires from around the world have already signed the pledge—including Warren Buffett, MacKenzie Bezos, Ted Turner, and Michael R. Bloomberg.
The power of the pledge isn’t just about the money being directed toward solving the world’s most pressing problems.
It’s also about inspiring others to make philanthropy a core value.
You don’t have to be a billionaire to create a powerful difference in the world. You just have to commit and inspire those around you.
You might be surprised by how little it takes to generate lasting change when it’s done strategically. (We talk about it at length in this month’s newsletter.)
Have we talked about your giving strategy? If not, would you like to discuss it?
Sincerely,
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors
872 Higuera Street
San Luis Obispo, CA 93401
(805)250-4552
AquilaWealth.com
P.S. You don’t have to be a Gates or a Buffett to make a public commitment to philanthropy. Email eric@aquilawealth.com and ask me about some of the amazing things clients have done with their giving strategies.
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.
