Giving is Receiving

Being generous helps you, helps your family, and helps your community.

There are non-profits, schools, and organizations that you love and want to support – today and in the future. This Mindful Money philanthropy guide will help you build a plan for giving. We teach you how to set a giving budget, how to think about what you are giving (cash vs. IRA vs. securities), what sorts of vehicles you can use for giving, and give you resources to find high-impact charities. You’ve planned for retirement and education, let’s make a plan for giving.

Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice, please Contact Us and we will connect you with a qualified advisor at EP Wealth.

Giving is Receiving

Being generous helps you, helps your family, and helps your community.

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