Ask the CFP®: The Benefits of Giving Circles

Hello and welcome to this month’s Ask the CFP®. Today, we’re highlighting how you can maximize the impact of your charitable giving through a powerful concept known as a Giving Circle.

A Giving Circle is a group of individuals who pool their resources together to make a more substantial donation. This collective effort amplifies the total contribution and focuses your giving on more strategic initiatives that are important to you, rather than spreading your donations across multiple organizations.

By concentrating your giving, your money is used more efficiently, allowing for deeper investment in projects that align with your values. This is a powerful way to create lasting change and drive meaningful outcomes.

To learn more about finding or creating a Giving Circle, please read the linked document. If you have a question about charitable giving, or a suggestion for a future Ask the CFP® topic, please email me at jbotello@monetagroup.com. Thanks for watching!


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