Introducing Our Gifting : Exploring Your Financial Gifting Goals
Our Gifting was created out of the need that many clients expressed to us to make sure you are taking care of your wealth while also being mindful of your calling to make an impact by giving. It also aligns deeply with Andrew’s personal belief that giving is at the heart of all he does.
This shared philosophy, passion, and mission now have a permanent place within Fiega Consulting with an approach that aligns your financial goals with your personal values. So that every individual can make a difference by giving and leaving a legacy far greater than just a financial donation.
Our Gifting will explore needs specific to giving, such as identifying gifting goals and why they are important, creating the flexibility to donate when you feel moved to give, or developing ongoing support for individuals, organizations, and communities.
This isn’t a one-size fits all solution, rather a custom, and individual planning service to make sure the gifting plan put in place is personal to you. This is about thinking bigger about giving. Doing more. Giving more. Being more… than you ever thought you could be.
We know that together we can create immeasurable change in the lives of those in our communities. Our Gifting’s goal is to work with our clients to collectively give $250 million to nonprofit organizations and charities over the next 20 years for the simple reason that for us, it’s more than personal, it’s a calling.
Fiega Consulting and LPL Financial do not provide legal or tax services. Please consult your legal or tax advisor regarding your specific situation.