“We make a living by what we get. We make a life by what we give!” ~ Winston Churchill

Wealth is accrued by setting goals and diligently working towards them. Often times, however, people don’t take the same approach to their giving. As a result, many nonprofits function at low levels of efficiency leading to poorly utilized resources and wasted generosity. The accumulation of wealth may also end up having a debilitating effect on one’s twilight years, when the fear of losing control comes to the fore. These risks, and the discomfort that accompanies them, often have adverse effects on one’s emotional and physical health.

A Unique Approach

At Plan Financial, we firmly believe that giving is the key to freeing our lives from the controlling influence of money. We also believe that with sound guidance and the right tools, creative philanthropy can help you achieve personal fulfillment while promoting your passions, values, and your vision for your community. Perhaps you are just beginning your charitable journey, or maybe you have a tradition of giving but you haven’t been satisfied with the results. Whatever your situation, we want to help you flourish. And because generous giving needs a strategic plan designed around your vision for how you want to live, we’ll help you to think deeply about your aspirations, identify those issues that are important to you, and develop metrics for measuring success.

What do you want to do for your family, as well as your community? How can you involve and teach your children? What ideas inspire you most when you think about society? These are the questions that we will address with you.

Once you have developed a personalized plan, we’ll help you decide the vehicle most appropriate to accomplish your objectives. From a Donor Advised Fund to various forms of charitable trusts, private foundations, or even outright gifts, we can help you evaluate the benefits and drawbacks of each. By doing so, we can help simplify the process, maintain your focus on your goals, and successfully impact our community together.

Get Started

If you are looking for an opportunity to impact your family, your community, and yourself through charitable giving then you’ve come to the right place. If you would like to learn more, we invite you to discover the Plan Financial difference.

Contact one of our philanthropic specialists today