Giving is Receiving

Being generous will help you, help your family and your community.

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There are non-profits, schools, and organizations that you love and want to support – today and in the future. The Mindful Money guide to philanthropy will help you build a plan for your philanthropy. 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.