(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 that serves ALL family members for ALL things financial. Our specialty is multigenerational wealth planning.

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® CAP®, CBDA  have spent a lot of time in the Washington, DC area, and are aware that many people who are first generation wealth suffer from a kind of "financial imposter syndrome."  Successful entrepreneurs and family businesses are always looking over their shoulder; government contractors worry about the next contract; former Capitol Hill staffers privately wonder if they should "feel bad" for the money they now make. Imposter syndrome is common among people who work for the many corporate headquarters based in this area as well. These feelings get in the way of properly managing family wealth. We empower them to get organized, build a team of advisors and make decisions.

Our typical "first generation wealth" families include dual income parents who work, save and have just the right amount of fun. For long-time, family owned businesses we focus on much family preservation as we do wealth preservation. 

First generation wealth success stories and family business owners realize that they:

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