PHILANTHROPY PLANNING

 

OUR CLIENTS

Many of our clients donate time, talent and "treasure" to causes and organizations they believe in. There are multiple ways we partner with our clients for financial philanthropy. Some of those methods include using:

  • Donor Advised Funds
  • Fiscal Sponsorships
  • Community Foundations
  • Direct Donations

Developing a proactive plan for philanthropy begins with securing our client's personal life goals. This discussion comes after we complete the first iteration of a client's financial plan. We see how much money is available and "work backwards" so our clients can do their giving while living. 

In April of 2023, our very own Doug Tees earned the coveted Chartered Advisor in Philanthropy (CAP) designation. From a wealth management standpoint, Doug’s proven expertise in the application of philanthropic goals will provide additional help with tax and legacy planning, wealth management and values alignment. 

OUR FIRM

We too have a philanthropy mindset and made the decision to donate 1% of our firm's annual revenue to nonprofit organizations. We stay accountable to this goal by partnering with 1% for the Planet. And the organization that we support as a firm is the Honey Bee Initiative (HBI), a program supported by the Costello College of Business at George Mason University and operated by the Center for Innovation for Entrepreneurship . To watch our interview with 1% for the Planet's CEO Kate Williams, just click here.

From the Honey Bee Initiative (HBI) website:

The Honey Bee Initiative (HBI) is a university-wide effort supported by the Center for Innovation and Entrepreneurship to empower communities through sustainable beekeeping. Students from across campus, regardless of major, have a way to explore their interest in apiculture in a very hands-on manner. We offer opportunities to engage in scientific research, design art projects, connect with the community, and even study abroad.

Presently, we aim to develop honeybee-based social businesses in both underserved rural and urban communities. We are developing science based and sustainable practices relating to beehive maintenance, hive splitting, queen rearing, and disease management. We currently maintain hive clusters across several locations – (1) Mason’s Fairfax Campus (2) Mason’s Science and Technology campus in Manassas, (3) Route 95 Landfill in Lorton , and (4) Manassas Airport.

In addition, we have robust programs internationally, with a desire to expand both here at home and abroad.

 

 

To start feeling good about your money, book an introductory call here: Introductory Call