Passing along personal values and financial resources to create a lasting impact is an important goal for many of our clients. Brightworth advisors will guide you through this process, determining how your investment in philanthropic endeavors can work with the rest of your financial plan. Based upon your specific goals and available resources, we can work with your CPA and estate attorney to design and implement appropriate charitable giving strategies tailored to your particular situation.
Our proprietary Philanthropy Portfolio® process is also available to help you define your vision and align your charitable giving objectives. We will help you allocate the resources you plan to give both over your lifetime and long term legacy so you can fulfill your philanthropic goals.