How Journey Beyond Self Can Help

“Carve your name on hearts, not tombstones.  A legacy is etched into the minds of others and the stories they share about you.” – Shannon L. Alder

• Be a sounding board for your thoughts and desires about giving
• Answer questions concerning giving possibilities
• Integrate giving with family and other beneficiary objectives
• Analyze income, estate, and gift tax benefits
• Develop the best overall strategy
• Incorporate giving into overall financial plan*
• How to do gifting with illiquid assets (such as a home, property or business)
• Which investments and/or assets to fund your giving program with*
• Help analyze the charities you wish to contribute to
• Establish a Donor Advised Fund
• Procure most appropriate life insurance if called for in the plan
• Meet with your other advisers
• If needed, suggest other professional advisers to assist in your giving plan
• Help implement your plan
• Monitor the plan
• Provide a second opinion on an existing plan 

*These services offered by Chuck Thompson through his affiliation with Avantax.