Before committing to a charitable activity:
Paul Willson
Paul Willson
CERTIFIED PLAN FIDUCIARY ADVISOR, Wealth Management Specialist, Serving Businesses and Families
- Define your primary goal/objective for involvement.
- Determine the amount of time and/or resources you have available.
- Consider how the organization aligns with your overall plan (e.g.: a charity aligned with socially responsible investing, a community college raising funds for an endowment, a women's shelter teaching how to be financially independent).
- Consider supporting or raising awareness for a specific cause.
- Fully understand the organization's goal or purpose.
- Check charity references by visiting give.org, charitywatch.org or charitynavigator.org.
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