Posts tagged donor advised funds
Faith-Based Investing: 3 Ways to Invest with Your Values
Faith-Based Investing: 3 Ways to Invest with Your Values

Now, as a more astute investor, I understand the importance of vision and values in financial decision-making when trying to build wealth. This is especially important as a Christian. […] In this article, I want to go over three principles of investing to help you align your financial decisions with your values.

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New + Noteworthy, Legacy, TacticsDeb MeyerRedefining Family Wealthinvesting, diversification, vision, values, why, your why, guiding principles, vision statement, goals, goal-setting, family goals, 401k, 529, 529 plan, 403b, investment accounts, IRA, emergency fund, Cost Basis, taxes, financial independence, Portfolio Construction, Model Portfolio, charity, charitable organizations, donor advised funds, Rainy Day Funds, Christian living, Proverbs, Financial Gifts from GodComment
5 Ways to Maximize Your Charitable Giving
5 Ways to Maximize Your Charitable Giving

I’ll never forget the time I stepped down from a junior board position.  It was a difficult decision because I supported the charity’s pro-life mission.  Yet fundraising wasn’t my area of genius, and my time was better spent with family.  Have you ever stepped away from a meaningful cause, instead opting to financially support the mission?

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LegacyDeb MeyerRedefining Family Wealthcharitable, philanthropy, giving, donor advised funds, wealth, wealthy, generosity, giveback, do goodComment