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On Giving Back

Our firm poses with gifts for our adopted refugee family.

 

Last week, our office got to participate in the International Rescue Committee’s Winter Welcome program. We were honored to adopt a single mother and her young son who were recently resettled in Sacramento from Iraq as refugees. Hopefully they felt welcomed by our gifts and a little more comfortable in their new home as our neighbors.

We know that December is a big month for giving- not just for our office, but for America in general. In 2016, a Network for Good study indicated that 30% of all charitable donations were made in December. And the last 3 days of December accounted for 11% of all charitable donations for the entire year!

Philanthropy is a value we aim to model year-round as a business and hope to pass on to our clients. We believe that everyone should experience the joy of giving back. There are many ways to accomplish this, but here are a few ideas:

Volunteering:
Volunteering is at an all-time high in America. According to the 2018 Volunteering in America study, approximately 77 million Americans—30% of the adult population—volunteer through an organization, using their time, talents, and energy to making a difference. Millions more are supporting friends and family (43%) and doing favors for their neighbors (51%), suggesting even more people engage in “informal volunteering”. Volunteering for a cause you’re passionate about is a great way to give back.

Charitable Giving:
Giving USA found that in 2018, the largest source of charitable giving came from individuals at 68% of total giving; followed by foundations (18%), bequests (9%), and corporations (5%). Individual contributions make a big collective difference!

Estate Planning:
One way our firm promotes giving back is by amending trusts (or wills) with the sole change of adding a charity to the distribution scheme at no cost. (The cost of amending supporting documents will remain unchanged.) Other charitable bequests also receive a discount on services.

In addition, with each estate plan created by our office, 5% of estate planning fees are donated, in our client’s name, directly to the charity of their choice.

When December ends, a new year will begin. How will you give back in 2020?

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