The answer to the question “What is my giving potential?” is deeply personal, and not always clear.
“It is very true that a small individual with money can get lost without honest and accurate advice. I was fortunate to have an expert to guide me into the proper channel when I created my Charitable Remainder Unitrust in favor of my college. It was one of the best moves I ever made.
I am fortunate to find a method to be a small benefactor. My CRUT is now valued at more than $1 million, thanks to the second component — a good financial manager.”
– C.M.F., proud Sweet Briar alum and Rodman & Associates client
With the help of a financial adviser or online financial planning tool you can determine how much you’ll need to address your lifetime needs and define your giving capacity. Even if you give regularly, it is advantageous to incorporate that into a larger plan.
A little financial planning enables everyday people to give more, craft their legacy while still around to enjoy it, and discover the true meaning and joy of philanthropy.
Rodman & Associates will work hand-in-hand with you and your other trusted advisors to implement thoughtful philanthropic strategies.
With an ordinary amount, you can create something extraordinary.
Create your legacy now: