For Clients Who Find Meaning in Service and in Giving to Humanitarian Causes:

Along with the achievement of wealth comes many other opportunities. At Symboliq Wealth Management, we believe the greatest opportunity comes from helping the people and supporting the causes we believe in. By sharing our good fortune, we find value greater than wealth itself, the ability to make a difference in someone else’s life, or even the world.

To that end, we believe that life’s fulfillment and charitable giving go hand in hand. The relationship between the individual donors’ refined values and their choice of charitable causes are the motivational goals that reflect what can be important to an individual’s life plan. Research shows that an individual’s personal values will often influence their propensity to give, as well as their affinity to charitable causes. The donors’ personal values will guide one’s life perceptions, attitudes, beliefs, as well as service and giving. Making good decisions in your charitable giving will return greater meaning to the individual donor’s life plan. And so, picking the right charity that is in line with personal values can fuel a more meaningful life.

Charitable causes can range from giving to arts and culture, to community and human services, to pre-k and higher education, to environmental, animal welfare, health and wellness, international aid, recreational and sporting, religious charities, and more. To help bring focus to the plethora of charitable options available, our Senior Philanthropic Advisor Dr. Lou Traina, will work with individuals and families to examine and refine their charitable giving options.

Picking the Right Charity:

At Symboliq, we know that selecting the right charity can be a daunting, time-consuming task. Once you have identified and selected a charitable cause that fits with your personal values, the next step in this process is selecting a charity that will deliver your intended outcome. For most individuals, donors rely on donor-advised giving without actively participating in directing funds or donor-directed giving. Savvy donors on the other hand, may check the Charity Navigator, but oftentimes the information provided is very limited.

That is why Dr. Traina will work with you to research options, perform background checks of non-profits and organizations, confirm their execution strategy, and identify areas of strengths and weaknesses such as Board leadership, performance scores, or even a nonprofits financial wellbeing. During every step of the selection process, he is there with you hand in hand to make sure that the charity you’ve selected is the correct one.

Lastly, our commitment to giving back does not stop with any one group or cause. Whatever inspires you, we would be proud to help you share your support through a variety of charitable giving strategies available. To learn more about how we can help you give back to the causes you want to support, contact us today.

Disclosure:

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