Creating a Family Legacy Through Thoughtful Charitable Giving
Charitable giving is more than just a financial decision—it's a meaningful way to impact the world and strengthen family bonds. At The Kelly Group, we believe in a holistic and strategic approach to charitable giving, making impactful contributions that are aligned with your values and financial goals. Our commitment to the community is at the heart of everything we do, and we are dedicated to helping you create a legacy through thoughtful charitable giving.
Personalized Strategies for Meaningful Giving
Our approach to charitable giving stands out by offering personalized strategies that align with our clients' values and financial objectives, because we take the time to truly know our clients. Bryan Kelly, Co-Founder and Managing Partner, explains it as, “The Kelly Group was really founded to be a community asset. I wanted to bring what the Norman Rockwell Town Doctor brought to caring for a community.” Here’s how we do it:
Personalized Strategies: We take the time to understand what causes matter most to you and craft a giving plan that reflects those priorities. This aligns your donations to causes that are important to you and drives a lasting impact.
Long-Term Vision: Our focus is on creating sustainable giving plans. We aim to benefit both the charity and your financial well-being over time, making your contributions meaningful and enduring.
Integrated Planning: Charitable giving is seamlessly integrated into your overall financial plan, offering a balanced approach to wealth management. This integration helps you achieve your philanthropic goals while maintaining financial stability.
How Financial Advisors Elevate Your Charitable Contributions
Working with a financial advisor provides crucial support and guidance throughout the charitable giving process. That’s why our financial advisors work with you to:
Define Your Goals: Our advisors help you identify the causes and organizations that align with your values. We facilitate discussions to ensure your charitable goals are clearly articulated and integrated into your financial plan.
Determine Your Budget: We analyze your financial situation, including income, expenses, savings, and long-term goals, to help you set a realistic budget for your charitable giving. This integrates your giving plan within your broader financial strategy.
Explore Giving Methods: There are various ways to give, each with its own benefits and tax implications. Our advisors guide you through options like direct donations, donor-advised funds, or charitable trusts, helping you select the best method for your situation.
Involve Your Family: Engaging family members in charitable giving can strengthen bonds and teach important values. We provide strategies for involving everyone meaningfully, from family meetings to hands-on charitable activities.
Review and Adjust: Charitable giving is an ongoing process. Our advisors work with you to regularly review and adjust your plan, ensuring it stays aligned with changes in your financial situation and evolving charitable goals.
Strengthening Family and Community Bonds Through Charitable Giving
Charitable giving is also a powerful way to strengthen family bonds by reflecting and reinforcing shared values. We encourage involving all family members in the giving process. Whether it's through family meetings, discussions about causes, or hands-on involvement in charitable activities, these experiences foster a sense of unity and purpose.
Additionally, charitable giving offers valuable teaching moments for younger family members, instilling lessons about philanthropy and financial responsibility. By working together on charitable giving, families can pass on the values of generosity and community service to future generations of their communities.
Achieve Your Philanthropic Goals with a Financial Advisor
Charitable giving can be a powerful tool for creating positive change and building a legacy of generosity within your family. By working with our team, you can navigate the complexities of charitable giving, maximize your tax benefits, and create a plan that reflects your values and strengthens family bonds.
Take the first step towards more meaningful charitable giving today. Contact us to schedule a consultation and discover how our personalized strategies can help you achieve your philanthropic goals.
In addition, watch our free webinar to learn more about leaving a legacy through estate planning: https://attendee.gotowebinar.com/recording/3796731728721206616
The Kelly Group recorded this presentation on May 22, 2023. This webinar presentation is for informational purposes only. The Kelly Group does not provide legal or tax advice. A professional advisor and/or tax advisor should be consulted before implementing any of the options presented.
The Kelly Group is a trade name of Kelly Financial Group, LLC, a registered investment adviser with the Securities and Exchange Commission ("SEC"). Registration of an investment adviser does not imply any level of skill or training. For more information about our services, please use our Brochure and Relationship Summary, available on the SEC's website at www.adviserinfo.sec.gov, and on The Kelly Group's website at www.kellyria.com.