Planned Giving: Leaving a values based Legacy for your family, your community and posterity.
Many of us live lives that have been driven by values that are of great importance to us. These values are exemplified by the organizations, and institutions, which have helped to shape us and which we in turn have helped to shape.
I can, and I'm sure you can think of many in your own life, the many schools we have attended, service organizations we have been members of and our spiritual or faith based communities.
74% of charitable giving in this country comes from individuals only 4.3% comes from Corporate America.
I know for certain that I want these organizations and institutions to continue to thrive and grow long after I'm gone. You may feel the same way about your church, temple, college, local arts, children's program, and others. That is where planned giving as a part of estate planning comes in.
There are numerous ways that you can influence their direction, the direction of your family, and ultimately the direction of your community. Using these techniques to assert your influence is what is meant by legacy building.
"A man wrapped up in himself makes a very small bundle." - Benjamin Franklin
You can give during life to charity and then have the property that was giving come back to your family or you can have an income during life and then have the property go to your cause.
We can use insurance products to leverage our charitable dollars by breath taking amounts. We can use insurance to give while we live so that we to can enjoy the fruits of our efforts.
Parents and Grand Parents, aunts and uncles, brothers and sisters are often very concerned about the world that they will be leaving to their children, nieces and nephews and brothers and sisters. This issue is almost as important as leaving those children and grandchildren financially secure, perhaps even more so.
"Happiest are the people who give most happiness to others." Denis Diderot
Charitable giving can be one of the most satisfying experiences we as people ever encounter. Come in and talk to us about your charitable giving plans and how we can help you achieve those goals.
CAPITAL PROGRAMS FUNDED WITH CHARITABLE GIFTS WILL ENSURE CONTINUITY FOR YOUR ORGANIZATION.
CHARITY IS COOL & SEXY.
Hollywood Stars Do It, Rock and Roll Legends Do It, So let's Do it, Let's Fall In.. Charity.
Bono charity's celebrity. Angelina Jolie adopting child after child. Oprah Building Schools. Eli Broad Building Museums, American's giving 296 Billion dollars in 2006. The list goes on and on, because Charity feels great, it keeps you young, it makes you relevant. It is cool. It is sexy.
FULLERTON IS HOME TO AN EXTRAORDINARY NONPROFIT
FLORENCE CRITTENDON SERVICES
Their motto says it all "Kids Matter." Their actions speak much louder than words.
Gerard W. O'Brien and Associates
Gerard W. O'Brien and Associates has offices in Brea California, which is in northern Orange County, surrounded by Yorba Linda, Placentia, Fullerton, LaHabra and Diamond Bar. Diamond Bar is in Los Angeles County and the other cities are all in Orange County. We are about 45 minutes from down town Los Angeles and about twenty minutes from Disney Land. We are two miles from the Brea Mall.
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Next to providing for your immediate family charitable giving will make you feel better than anything else that you do. In many cases the charities are more grateful and supporting than children, grand children and nieces and nephews. In most cases they will put the gift they receive to better use. Plus a gift to your favorite cause is a gift to family and friends because the result is a better world in which to live. Give, but only to causes that you are passionate about and that are efficient in the use of your charitable gift
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