Is this you?

You have had a great life and are looking at how your values have been reflected onto your children/friends/colleagues/employees.  Chances are investing in community on some level was part of your upbringing. Your parents stressed the importance of education, always asking you to do your very best. You did just that and now you are celebrating the fruits of your labour.

While you have always given back to the community, both through personal and corporate donations, you find yourself wanting to give more and may be considering a legacy you can leave behind.   Sure, you've donated thousands of dollars to local charities, but you find yourself wondering what impact it has really had.  As you look to make larger investments, you want to ensure you are choosing the best charitable organizations to partner with - organizations that are doing good work and being run well. You would also like to take a strategic approach that incorporates your families' own special areas of interest. 

There are hundreds of charities to choose from, each claiming to be doing great work. Sure, you understand how to evaluate financial statements, but each charitable organization seems to report differently so it's exceedingly difficult to compare apples to apples.  Not to mention, they all are very interested in your donations. You are finding the process very frustrating and often feel pressured and guilt-ridden when you have to say no.

What you would really like is for someone to help you develop a strategy that makes sense - a seasoned professional than is capable of identifying and evaluating charities that resonate with you and your family.   After all, you want to ensure your donations will be put to GOOD use; the way you had intended to allow you to build a legacy that will live on long after you have gone.

Items to help you make informed decisions

Philanthropic Advising Services

• Family Philanthropy & Legacy Planning
• Philanthropic Travel
• Testimonials
• See attachments for Kicis Family and Greengate Power Corp.