?? A Wiser Way to Give: Elevating Your Philanthropy ??

Welcome to "A Wiser Way to Give," your essential guide to modern philanthropy, legacy building, and impactful giving. Tailored for Gen Z and Millennial decamillionaire families with young children, this weekly newsletter is packed with actionable insights to align your giving with your values and ensure your wealth makes a meaningful impact.?

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?? What’s in Store for You??

1?? Visionary Philanthropy?

• Kick off the new year by aligning family values with charitable goals.?

• Learn how to teach the subsequent generation generosity through storytelling and action.?

• Unlock strategies to future-proof your giving vision.?

2?? Smart Giving Strategies?

• Maximize impact with donor-advised funds (DAFs) and appreciated assets.?

• Dive into trusts and life insurance as tools for long-term philanthropic impact.?

• Learn to weigh direct giving versus creating a foundation.?

3?? Tax-Efficient Giving?

• Navigate the tax benefits of giving during high-income years.?

• Explore estate planning strategies that benefit your family and the causes you care about.?

4?? Family-Focused Giving?

• Engage your kids in impactful decisions and fun-giving activities.?

• Host family meetings to craft a mission statement that lasts for generations.?

5?? Trends and Innovations?

• You can stay ahead with insights into AI-driven giving platforms, NFTs, and crypto philanthropy.?

• Understand global trends reshaping how and why we give.?

6?? Behavioral Science Meets Giving?

• Learn how goal-setting and behavioral nudges can boost your charitable impact.?

7?? Inspiration & Real-Life Stories?

• Get inspired by families transforming communities and creating lasting legacies.?

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?? Upcoming Articles: A Sneak Peek?

• "Charitable Giving in a Digital Age: Leveraging AI for Smarter Giving"?

• "Building a Family Philanthropic Mission: Tips for Young Parents"?

• "Impact Investing for Beginners: Make Your Portfolio Matter"?

• "Teaching Kids About Charity: Fun Projects for Your Family"?

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?? FAQs?

Q: Who is this newsletter for?? This series is crafted for forward-thinking individuals building their legacy while striving to make a meaningful impact through their giving.?

Q: Will this content help me save on taxes?? Yes! We’ll explore donor-advised funds, charitable trusts, and tax-efficient strategies to optimize your giving.?

Q: How do I get my family involved?? Our articles focus on family meetings, storytelling, and activities that bring giving to life for your kids.?

Q: Is this compliant with financial regulations??

Yes. This newsletter adheres to published IRS regulations and aligns with professional best practices, incorporating insights from reputable industry resources to provide accurate and valuable information.?

?Donald F. Morgan is a full-time financial advisor, serial entrepreneur, lifelong amateur economist, and political scientist. He is often seen on television news and quoted in publications as diverse as The Financial Times, US News and World Report, and Spokane Journal of Business. He and his wife Violet produced and directed a local television talk show, and he has had a column in the Coeur d’Alene Press. His views are his own.