Charitable Giving
We believe that giving back is not just an act of kindness it’s a transformative journey that benefits you, your loved ones, and the communities you care about. Whether it’s supporting your favorite causes, building a legacy, or simply making a difference, philanthropy is a powerful tool for creating a meaningful impact. But we also understand that knowing where to start and how to maximize your efforts can feel overwhelming. That’s where Wealthily comes in.
What We Can Help You Do
1. Define Your Goals
The first step toward meaningful giving is understanding what truly matters to you. At Wealthily, we help you define your philanthropic goals with clarity and purpose. Whether you want to support local charities, address global issues, or create a family legacy, we’ll guide you in aligning your actions with your values to ensure your contributions are both intentional and impactful.
2. Maximize Your Impact
Every dollar you give has the potential to create a ripple effect. We’ll show you how to make your contributions go further by optimizing the financial aspects of your giving. From leveraging tax benefits to identifying strategies that amplify the impact of your resources, our expertise ensures that your generosity delivers maximum value where it matters most.
3. Leave Your Mark
Philanthropy isn’t just about the present it’s about creating a legacy that inspires and uplifts future generations. Wealthily helps you build a lasting impact by involving others in your journey, fostering a culture of giving, and ensuring your contributions leave a meaningful imprint. Whether it’s through family involvement or community collaboration, we’re here to help you create a legacy that stands the test of time.
Ways to Work with Us
1. The Wealthily Charitable Giving Account
Our charitable giving account is designed to help you simplify your contributions, enhance your tax benefits, and strategically grow your impact over time.
• Maximize Tax Efficiency: Contribute cash, stocks, or other assets to your account and qualify for income tax deductions while reducing capital gains taxes.
• Grow Your Charitable Resources: Invest your charitable balance for potential tax-free growth, giving you more resources to allocate to the causes you care about.
• No Minimum Requirements: Start giving without minimum account balances or ongoing requirements. It’s an affordable and impactful way to give compared to traditional methods.
By utilizing the Wealthily Charitable Giving Account, you’re not only making the act of giving easier but also ensuring that your contributions work harder for the charities and causes you value most.
2. Wealthily Philanthropic Consulting
Bring your vision for impactful giving to life with customized guidance from our expert philanthropic consultants. Whether you’re just starting your journey or refining your strategy, we’re here to help you make informed, meaningful decisions.
• Personalized Giving Strategies: Develop or refine a philanthropic plan that aligns with your values, priorities, and long-term goals.
• Nonprofit Assessments: Receive expert insights into nonprofit organizations addressing the causes closest to your heart, ensuring your contributions make a difference where it matters most.
• Engage Your Network: We offer training to help your family, team, or organization embrace the principles of philanthropy and work collaboratively toward shared goals.
Real Stories, Real Impact
Take Linda and Tom, for example. As they prepared to retire and sell their business, they faced the challenge of managing their financial windfall while staying true to their desire to give back. With guidance from Wealthily, they established a giving account that allowed them to maximize tax benefits and streamline their charitable contributions.
Not only did they achieve greater impact through their giving, but they also engaged their adult children in the process, fostering a family mission that reflects their shared values.
For Linda and Tom, this journey of giving has become one of the most rewarding parts of their lives, bringing joy and purpose to this exciting new chapter.
Why Choose Wealthily?
1. Deep Experience
Giving is in our DNA. With over 30 years of experience, we’ve helped thousands of individuals and families, as well as businesses, create transformative philanthropic strategies. Whether you’re new to charitable giving or looking to amplify your impact, our expertise ensures you’re in trusted hands.
2. Integrated Planning
Wealthily doesn’t believe in a one-size-fits-all approach. We’ll work with you to align your giving strategy with your overall financial goals. Our advisors are here to help you feel confident that every decision you make reflects both your values and your long-term objectives.
3. Dedicated Tools & Resources
Philanthropy should be empowering, not overwhelming. That’s why we offer a suite of tools and resources to simplify the process, from expert guidance to free content that helps you give in smarter, more impactful ways. We’re here to make sure your generosity works harder for the causes you care about.
Turn Generosity into Legacy
At Wealthily, we’re not just about facilitating donations we’re about helping you make a meaningful difference. From personalized consulting to hands-on tools, our mission is to empower you to give with intention, maximize your impact, and create a legacy that lasts.
Whether you’re just starting your philanthropic journey or taking it to the next level, Wealthily is here to guide you every step of the way. Together, let’s transform your vision into action and make giving one of the most fulfilling parts of your life.
Discover how you can give more, impact more, and live more with Wealthily.