Core
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>> Charitable Gifting
At CORE Financial Advisors, Inc., we look at three key areas of
your wealth.
- The Financial Level – which represents your balance sheet
and possessions
- The Spiritual/Emotional Level – which represents your purpose
in life
- The Social Level – which represents your connection with
your community
Of these three, most people are least informed about the involvement
the Federal Government has in your charitable giving at the social
level. In fact, did you know, the Federal Government requires that
every wealthy person in America become a Philanthropist? It’s
true. If you do not plan your charitable giving, the Government
will extract a certain percentage of your assets from you, and redistribute
it to the general welfare of this country.
At CORE Financial Advisors, Inc., we put you in control of your
charitable Gift Planning through a process we call Voluntary Philanthropy.
This is a challenging and rewarding process in which you will learn
how to develop a focused charitable giving plan which mirrors what
you care most about in all three key wealth areas
Reach us at requestinfo@cfaplanning.com
to schedule an introductory meeting.
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