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

  • Was 9/11 This Generation's Pearl Harbor?

    Was 9/11 This Generation's Pearl Harbor?

    September 13, 2021
    There are chilling similarities between Pearl Harbor and 9/11 – but fundamental differences too. Which event will have a lasting effect on our future? What meaning and significance from these two catastrophic attacks will have a greater impact on America?
    Read this Article
  • What to Do When the Bear Market Rallies

    What to Do When the Bear Market Rallies

    August 9, 2022
    The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification. For savvy investors, a bear market also creates a period for looking beyond emotional headlines and studying the hard facts – facts that […]
    Read this Article

  • Is Your Financial House in Order For 2025?

    January 22, 2025
    Have you considered whether your financial house is in order? Now that we are into the new year, it’s a good time to take inventory and spruce it up. Review the following helpful hints to update your financial home!
    Read this Article
  • What's Driving the Market

    Podcast Highlight - Next Quarter Predictions

    June 23, 2023
    The team takes some stabs at what they think the market may do in the coming quarter and why.
    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