How Do I Make Charitable Giving Part of My Financial Plan?

Hi, I’m Jeff Hall, Partner and Senior Advisor at Rather and Kittrell.

How can someone incorporate charitable giving in their financial plan? Charitable giving is really important because ultimately it reflects what someone values the most.

I heard someone say one time that if you’re ever wondering what you’re truly passionate about, think about what makes you really happy or brings you great joy, or think about things that make you sad, or even angry. Well, it’s those things that spark those kinds of emotions that really tell you what you’re passionate about.

I’ve also heard it said that where your treasure is, there your heart is also, and when you think about letting go of money, potentially money that you or someone else has worked very, very hard for, that’s where your heart is, cause ultimately, that’s one of your treasures.

Where that money goes, and when you do it and how you do it, really reflects those values and what’s most important to you, and that’s why charitable giving is really important to a long -term financial plan.

If you’d like to learn more about how charitable giving can be woven into your financial plan, please visit us at rkcapital.com.