25 Ways We Help Clients Build Better Relationships with Their Money
7.) We help clients understand their gifting capacity.
Arrivity gives back to its community regularly through volunteer events and donations. We also attract many like-minded clients who love to give their time, energy and money to good causes and those less fortunate than themselves. We love to analyze our clients’ cashflow (income, expenses etc.) and discuss ways to optimize charitable giving if there is room in the budget to be charitably inclined.
We advise our clients on the best way to make their charitable donations stretch as far as possible by using methods including Donor Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), donating appreciated stock and thoughtful considerations for your estate planning including the use of Wills and Trusts. We love to give permission slips whenever possible, and we love to tell our clients ‘Yes’ to donating or gifting when the plan allows for it:
“Yes, you can give each of your children $10,000 each year and your retirement plan will not be significantly impacted.”
We are passionate about giving back to our community and helping you do the same by ensuring every dollar you donate makes the maximum impact on the causes you care about.
Arrivity financial planners also have built a network of experts in their respective fields and can give recommendations for attorneys, insurance brokers and CPAs in the form of our Recommended Resources list. If you need someone to draft you a will or trust to ensure your loved ones are looked-after and your legacy lives on for decades or lifetimes to come, we have several attorneys that we or our clients have personally worked with and had good experiences with that we can recommend you speak to.
Please contact us at: Contact Arrivity or 206.217.2583 or info@arrivity.com if we can assist you or someone you know with financial planning.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.