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Philanthropy and Charitable
Advisors

Support your passions by paying it forward

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How we help as your
Philanthropy Advisor

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Philanthropic Strategy

Assistance defining your philanthropic goals, evaluating charities consistent with your goals, and exploring various trusts and other charitable vehicles to support your goals.

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Impact Investing

We help clients find philanthropic investment opportunities to put their money to work, generating a financial return while also having an impact on environmental or social changes.

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Trusts and Charities

Harding Financial Group will work alongside your estate planning attorney to select the appropriate Trust or other charitable vehicle(s) for your specific situation. If you don’t already have an attorney, we have a trusted network of reputable attorneys we can refer you to.

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Schedule An Appointment
With Harding Financial
Group

For A Complimentary Phone Consultation

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.

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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.

You must contribute at least $10,000 or more to open a donor-advised fund account. Once your account is established, you are free to make additional contributions at any time and in any amount.

A donor-advised fund account can be opened by individuals, families, businesses, foundations, and other organizations.

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