Philanthropic Advisory

Prosperitas Wealth Management can create a giving strategy that aligns your wealth with your passions to help deliver the most impact with every dollar.  The impact that you can make on your community and future generations with your wealth by including philanthropic planning into your long term financial plan.  

The first step in the advisory process is to determine if you have charitable intent or if you want to establish a long-term nature of giving focused on one or a very limited few causes/charities.  Philanthropic giving is far more involved and requires deep consideration/analysis of the charity’s mission and purpose.  

Philanthropists often create foundations to carry on the philanthropic work beyond their own lifetime.  We want to understand your values and the life you want to lead and the legacy you want to leave behind so we know how to advise you and help you in your journey.  

Prosperitas Wealth Management is involved with numerous charities that would welcome generous donations to help their cause.  If you do not have a cause in mind at this time, please ask us how you can help the charities we are involved with. 

If you want to be more intentional and impact-focused, establish a Donor Advised Fund, a foundation, or both then please reach out to our team.