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Get a one-one consultation with our philanthropy advisors to begin the conversation about your philanthropy goals, needs, and current financial situation.
See our Frequently Asked Questions below for commonly asked questions about philanthropy.
Frequently Asked Questions
Philanthropic advisors are the professionals a donor or family hires to explain the “what? why? how?” of giving to maximize the results of their charitable efforts. They can help guide potential contributors through social impact investing and how it can help them achieve their charitable objectives. At Harding Financial Group, our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals support your philanthropic mission by integrating all other areas of planning to build a comprehensive financial plan that guides the accumulation of your wealth, as well as the tax-efficient transfer of that wealth at the end of your life.r
Working with a philanthropic advisor is a choice made by people and families for a variety of reasons and at various times in their lives. Here are some such scenarios when you might seek guidance and support from a Harding Financial Group CERTIFIED FINANCIAL PLANNER™ Regarding your charitable goals
- When a change in your financial situation provides you with more to donate;
- When you want to comprehend the impact of your donations;
- When significant life events affect a you or family
- When you require assistance designing and managing crucial legacy gifts.
Under the right circumstances, the expertise of a philanthropic advisor can optimize your charitable giving strategy to achieve better results than if you set out to do so yourself. To achieve those results, the advisor will require transparency in your relationship, receptivity and willingness to implement their advice, and will seek to understand the role of other family members and advisors in your life, as well as your needs and areas of priority.