(VIDEO) How Philanthropy is EVOLVING

"We all can give back and we all can create change." 

- Julia Healey, United Charitable, CEO

"We want to be seen as the superheroes of philanthropy."

- Hannibal Navies, United Charitable, Athletes Charitable

Join Julia Healey and Hannibal Navies of United Charitable (https://www.unitedcharitable.org/) and Athletes Charitable (https://athletescharitable.org/) as we discuss the multitude of ways you can get involved in the nearly $600 billion* of giving. I've known Julia for a few years now and have consistently been impressed with her offering; especially "fiscal sponsorship" where our clients can effectively start their own non-profit!  And it was an honor to "meet" Hannibal, a former pro football player who represents the best of what athletes have to offer. Together we discussed: 

✔ How United and Athletes Charitable are "meeting the moment" 

✔ How donors are changing the way they give 

✔ Donation vehicles we don't hear enough about 

✔ The future of giving! 

Jason Howell Company is the family wealth management firm focused on life after wealth—helping families preserve what they’ve built, stay aligned through family governance, and give with intention across generations.

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® CAP®, CBDA have spent decades working with families in the Washington, DC area and understand the unique ways wealth is experienced here. Successful entrepreneurs and family business owners often feel they must continually prove themselves; government contractors worry about the next contract; former Capitol Hill staffers and former agency employees privately question how to reconcile public service with private sector success. Similar tensions arise among professionals at our region’s many corporate headquarters. These unspoken dynamics can make it difficult for families to talk openly about money or make confident long-term decisions. Through a family governance approach, we help families create clarity, alignment, and structure—bringing together values, decision-making, and philanthropy so wealth can be stewarded thoughtfully across generations.

Our typical client families include dual income parents who work, have saved (or inherited) well and have just the right amount of fun! Prospective clients may be about to sell land or a business for an extraordinary "liquidity event." Regardless, we focus just as much on family preservation as we do wealth preservation. Our prospective clients recognized they:

• Need to “do something” with the cash in their checking/savings
• Need to start tax planning instead of just tax paying
• Need to reduce the isolation, guilt and decision fatigue
• Need to separate but align family wealth and individual wealth
• Need to reduce financial miscommunications between family members
• Need a plan to provide space for both family and individual philanthropy
• Need to separate business finances from personal finances
• Need to eventually diversify their portfolio away from the family business
• Need an investment strategy for income, “up” and “down” markets
• Need a plan to mitigate market, credit, inflation, and political risks
• Need to be sure they are choosing the right work benefits
• Need to plan for money while alive before what happens after death