Driven By Our Core Values Of Generosity And Community, We Encourage Building Philanthropic Giving Into Your Financial Plan
Every donation, no matter how small, can make a meaningful difference in supporting important causes and improving lives. Nonprofit organizations rely on the collective contributions from people of all income levels to further their missions and create positive change in local communities and around the world.
At Mindful Money, we understand that philanthropy is a deeply personal and meaningful journey. Our Philanthropy Advisory Services are designed to help you navigate the creation of a giving plan that is intentional, effective, and in alignment with your values and goals.
Our Approach
We work closely with you to understand your unique motivations, interests, and aspirations. Together, we develop a tailored philanthropic strategy that resonates with your values and positions your giving for impact.
Our Services Include:
Selection of Giving Vehicle
We offer expert guidance to help you evaluate options like donor-advised funds, private foundations, charitable trusts, and more to find the optimal structure for your philanthropic vision.
Philanthropic Strategy
We help you explore your personal values and motivations, define your philanthropic vision, identify focus areas, and create a roadmap for achieving your goals. We show you how to assess the impact of your strategy and revise your course over time as needed.
Cause Exploration and Vetting
Our experience in the field combined with our research capabilities allow us to identify and vet organizations that align with your philanthropic interests. We conduct due diligence to ensure your contributions are directed towards reputable and effective initiatives.
Learning and Community Building
We provide resources and connections to help you learn about philanthropy and the issue areas you care about. We also help you connect with other givers to share ideas and experiences.
Our Commitment
At Mindful Money, we are committed to fostering a culture of mindful and purposeful giving. We believe that philanthropy should be a deeply rewarding and transformative experience, one that creates positive change while also enriching the lives of those who give.
Join us on this journey of mindful philanthropy, and together we can make a lasting impact on the causes and communities that matter most to you.
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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 Jonathan at EP Wealth and he will connect you with a qualified advisor.