Philanthropic giving is a great way to give back to your community and the causes you care about, but knowing where to start can often stop people from making an impact. At Client 1st Financial, we know that philanthropy is personal, and each client’s goals and passions are unique. Regardless of where you are in your journey, we’re focused on educating our clients and using our strategic expertise to help them succeed.
Whether you’re an avid donor or only beginning to start thinking about how you might give back, it’s important to know that charitable giving has stages. Before we start strategizing, we assess a client’s current standing and determine which part of the Philanthropy Learning Curve they’re on.
The curve has six levels:
- Become a Donor.
- Becoming a donor begins with considering your legacy, your position in the community, or your desire to move from success to significance.
- Get Organized.
- This is when you determine your priorities and approach, but you don’t have to do it alone. At Client 1st, we take time to understand your goals and the causes that are close to your heart, devising the best way to marry your legacy with smart strategy.
- Become A Learner.
- Becoming a learner begins when you realize that navigating philanthropy can be difficult, and you want to learn about the issues that matter to you. Here, you learn to distinguish philanthropy from charity.
- Results- and Issues-Oriented.
- As you become more educated about the issues important to you, you also become more discerning about approaches to addressing them. Our knowledgeable team is equipped with a variety of ways to allocate your dollars to drive a purposeful, meaningful impact.
- Leveraging Your Philanthropy.
- At this stage, you collaborate and learn from other funders who have invested in a variety of solutions before you.
- Alignment of Vision, Passion, and Interests.
- When vision, passion, and interests align, you'll have more than clarity in your financial plan; you’ll see a legacy begin to bloom before your eyes. As your financial advisors, we understand that philanthropy is one of the most satisfying and exciting ways you can give back. Being a partner in this journey to align your goals with purpose is why we do the work we do.
The key to a successful philanthropic plan is having a financial partner guiding you throughout. We understand that life happens, and life events may prevent you from giving as much as you'd like. The benefit of the learning curve and having Client 1st as your financial advisor is the comfort of its nonlinear approach. Philanthropic giving is flexible and meant to evolve through life as you do.
No matter where you are in your charitable giving journey, the most important step is to reach out to our team and get started. We’ll assess, advise, and create a plan that not only aligns with your goals but also puts your finances in the best position for success. Ready to get started? Begin your philanthropic journey today.