Thank you for coming!

As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope the exercise of composing your unique philanthropic philosophy was enlightening, and helpful in your giving journey. Below I’ve linked to various links to continue your learning. Please don’t hesitate to reach out if I can serve as a resource moving forward.

Stay connected with Collective Wealth Planning

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Resources to explore

• Websites and blogs to learn from:
  • Slide deck:
    • Building Your Legacy
  • Deep dive into the tax-efficient gifting strategies we covered today:
    • A video describing the appreciated assets / donor-advised fund / bunching donation strategy
    • Tax-Efficient Giving: Unlocking Smart Philanthropy
  • Exercises we did together:
    • Create Your Philanthropic Philosophy
    • Brene Brown Values Exercise
    • Designing Your Legacy Exercise
  • Resources to vet organizations:
    • Oregon Community Foundation
    • Charity Navigator
    • Guidestar
  • Finding an advisor:
    • How Do You Find a Financial Advisor?
      • Fee-only Network directory
      • NAFPA find an advisor directory
      • CFP Board find an advisor directory
      • Garrett Planning Network advisor directory
      • XY Planning Network advisor directory
• Book recommendations:
  • Inspired Philanthropy | Tracy Gary
  • Giving 2.0 | Laura Arrillaga-Andreessen
  • Start Something That Matters | Blake Mycoskie
  • The Promise of a Pencil | Adam Braun
  • The Soul of Money | Lynne Twist