Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

Help Maximize Your Charitable Gifts

Help Maximize Your Charitable Gifts

Charitable giving involves donating money, time, or possessions without expecting any personal benefit. The time spent formulating your charitable giving strategy can help you maximize the effect you have on the causes and organizations that are closest to your heart. Here are points to think about as you consider giving to non-profits.

November 17, 2024
Help Maximize Your Charitable Gifts
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Any endeavor worth undertaking, especially one that may affect others, deserves our careful consideration before we begin.

When contemplating charitable giving, think about the following points:

Choose Your Causes

  • Worthy causes abound and regularly solicit our time and money.
  • Choose a few organizations that focus on areas that are meaningful to you, and then research what kind of help is needed.

Budget Your Gifts

  • When planning your annual budget, include charitable gifts.
  • Distributing your donations throughout the year may lessen the impact on your finances and increase your total giving.

Plan Your Volunteer Activities

  • Volunteering can be a rewarding experience, especially when you’re able to see the fruits of your labor.
  • Carefully determine the time you have available to ensure your best efforts for the cause.
  • Avoid taking on too much.
  • Review Your Plans.

Review Your Plans

  • Just as you review your annual financial budget, review your annual time and value budget.
  • Revise your volunteer commitments to include only those where the rewards have been the greatest for both you and your cause.
  • Think quality rather than quantity.

Through our gifts of time and money, we may create better communities and a better world.

The time spent formulating your charitable giving strategy can help you maximize the effect you have on the causes and organizations that are closest to your heart.

Other content you may like

  • Time to Shop Your Cash plus GDP Surprises

    Time to Shop Your Cash plus GDP Surprises

    July 31, 2023
    In this review of July, Strong Valley team members Jason and Kyle talk about how important it is to shop your cash now that the rates make it worthwhile. They also discuss several surprises in the GDP and Housing Market, along with forecasts for rate hikes and the long predicted recession.
    Read this Article
  • Summer Reminds Us to Be Flexible

    Summer Reminds Us to Be Flexible

    July 16, 2023
    No one knows what tomorrow will bring. Your financial plan must be adaptable too. You don’t just set it and forget it. So how does someone grasp a fast-changing world to formulate a job or career strategy, and an investment strategy to accumulate capital needed to fund their secure future?
    Read this Article
  • Q3 Roundtable

    Discover a Strategy for Your Returns

    August 29, 2023
    The Strong Valley advisor team, Kyle, Jason, Chris and Adam, discuss the 3 risk levels in retirement and a new tool that can articulate to their clients a personalized strategy to transition from wealth accumulation to income distribution. The debate continues over Federal Funds Reserve Rate Expectations and the interplay with Inflation. Kyle gives a market recap for the previous quarter and the whole team gives their best guess at the coming quarter and end of year.
    Read this Article

  • Special Guest David Lebovitz, JP Morgan

    November 17, 2023
    The Strong Valley advisor team, Kyle, Jason, Chris and Adam, are joined by special guest David Lebovitz, JP Morgan Asset Management, Global Market Insights Strategy Team Managing Director to discuss an overview of the market, inflation, Federal Funds rates, and long term investment success. David is responsible for delivering timely market and economic insights to clients across the country, along with helping to build the Market Insights program in the United Kingdom and Europe. He has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset