What if you could make your money work harder AND help your passion philanthropic projects thrive?
Sometimes, the daily news and social media feeds leave me feeling a bit dragged down. Does this happen to you? It’s in those moments that I step back and count my blessings.
The fall is always a great time to reconnect with the families I serve. It’s also a great time to say thank you for allowing me to collaborate with them and be part of their journey. I always enjoy hearing about their families, as well as all the amazing projects in which they are involved.
According to an article in Fortune in June of 2021, U.S. philanthropy topped $417 billion, which is more than the entire GDP of Israel. That is a staggering number. What if our philanthropy could go even further?
Did you know that utilizing a donor advised fund allows for more efficient gifting of all kinds of highly appreciated assets. In addition, it also makes tax time easier by consolidating reporting.
What if your money could work harder for you and the charities you love?
How much joy does that bring to your life?
Do you know your SCORE?
Orchestrating Fiscal Harmony™,
Kelly Kunst CFP®
2021 Five Star Wealth Manager
Once again, I am honored to be named a Five Star Wealth Manager by Texas Monthly. Nearly 4,000 Dallas-Fort Worth wealth managers were considered for the award; ten percent of these candidates were named 2021 Five Star Wealth Managers. Being recognized is always nice, but the real blessing is serving families and helping them on the path to fiscal harmony in their lives.
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