End-of-Year Giving

Every year you give away some of your money to various charities, but when was the last time you reviewed and prioritized and created an intentional plan of giving?

Many people give throughout the year but without a plan. If you want to make an impact in a specific area and know that your charitable dollars aren’t spent foolishly, you need a plan. Whether you are more concerned about your local environment or schoolgirls in the Middle East, your charitable dollars can make more of an impact by creating a charitable plan. This can be one of the most exciting parts of being an SRI investor, so if this sounds like something you are interested in, just email us at brady (at) naturalinvestments.com and we’ll help you get started.

Did You Know?

• Most people say they give regardless of the charitable tax deduction.
• You can set up your own charitable donor-advised fund and employ SRI funds to grow the assets.
• Donating appreciated assets can save you on taxes and increase your cash flow.