Creating A Charitable Legacy

Some may feel uncomfortable about leaving their charitable mission in another’s hands, but it also might not be practical or optimal to donate all the dollars you wish within your lifetime. If you’re interested in leaving a charitable legacy, there are many things that you can do now, in preparation.

Charitable giving planning, or legacy planning is something that they are very passionate about at *Copper Leaf Financial. As a Chartered Advisor in Philanthropy (CAP®), Michael Thompson works with clients to carefully document their charitable giving intentions and create a detailed plan for the future using their “Guide to Creating Your Charitable Giving Statement“. For a peak at our guide click on the image. There are several steps involved in this process and you can call Copper Leaf’s office at 802.878.2731 to schedule a strategy session and begin creating your own personal charitable giving statement.

*Copper Leaf Financial is an affiliated and separately registered entity.

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