Plan Your Personal Philanthropy Journey

Finding The Best Fit For Your Charitable Priorities

Many people come to a point in their lives where they feel inclined to give back. They do so for a number of reasons, all very personal to them. What motivates you? Perhaps you feel strongly about a cause. Perhaps an organization has touched your life or the lives of loved ones. Maybe you want to create a legacy and set an example that inspires others to give. Or your giving may be a way to get your family together and pass along your values to younger generations.

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What are your charitable priorities?

Charitable interests

You may have a single charitable interest—an important cause. Or you may have several, or a desire to explore new community needs and opportunities as they arise. Let us know the charitable interests, impact and duration that you’d like to pursue.

What are your financial goals?

Assets and taxes

Most large gifts present the opportunity for significant tax deductions. People choose to give during high-income years to defray their taxes with deductions. We can provide opportunities to invest large gifts that produce social impact.

What are your personal preferences?

Ownership

Is substantial management over assets you give to a charitable cause important to you? Some people aren’t comfortable without it. Others are glad to let go, once they’ve made some guiding decisions. Determining the range that’s comfortable for you will help us to recommend the appropriate giving vehicles at Neighbors for Better Neighborhoods.

Deciding to give?

Plan giving

For as many motivations as there are to give, there are ways of giving. The key to having a rewarding giving experience is finding the best fit—for your charitable priorities, financial goals, and personal preferences. This checklist is designed to help you and your professional advisor determine your custom giving preferences to support NBN.