Broker Check

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.