Create a legacy
That will echo in your community
Within many of us is a desire to serve a cause bigger than ourselves and make a difference – in our neighborhoods, in our country and around the globe. In fact, nearly a third of U.S. adults volunteer, and Americans donate billions of dollars to charity each year. To turn that philanthropy into a legacy, it pays to reflect on how you can best use your ideas, creativity, income and influence to help create your vision of a better world. Here are some ways to incorporate a unique sense of purpose into your life now – while you can see the impact of your good deeds.
involve your family
Explaining your giving goals to your family can help amplify your influence. You could also try a volunteering vacation, where you and your family can spend a week in service to others via an organization like Global Volunteers.
be an effective donor
Define the values that drive your philanthropy, then filter appeals for impulse giving by asking “is this the legacy I want to build?” A giving plan should also include financial strategies that can help maximize your charitable gifts.
Volunteer your time
Getting involved in charities and events can energize your giving strategy as you see firsthand the needs of the local and global community. Consider using a site like VolunteerMatch to find a nonprofit in search of your professional skill set.
Take Stock of what matters
Live today and prepare for tomorrow. Review what considerations and conversations might be helpful to your legacy planning, and what documents you should have in place.
“WHAT WE HAVE DONE FOR OURSELVES ALONE DIES WITH US. WHAT WE HAVE DONE FOR OTHERS AND THE WORLD REMAINS AND IS IMMORTAL.”
-Albert pine
84%
84% of those with significant wealth consider giving back to be an important goal.
Source: U.S. Trust 2018 study
Only 31% of people with significant wealth feel they are doing enough to help others.
Source: U.S. Trust 2018 study
31%
30%
77 million Americans, 30% of the adult population, volunteer.
Source: The corporation for National and Community Service, 2017 figures
what's at the center of your living legacy?
Your Family Legacy
Your Career Legacy
take your generosity further
Follow your inner calling and build a legacy that inspires with the guidance of our team. We will help create a comprehensive financial plan designed to further your mission.