Industry Insights: Updating Your Charitable Plan

Many people create a charitable giving plan during a significant season of life. You may have established your donor advised fund at Brooklyn Org after selling a business, incorporated charitable gifts into your estate plan while raising your family, or expanded your philanthropy during retirement.Over time, however, life changes—and so do the needs of our communities. Just as you periodically review your financial and estate plans, your charitable giving plan deserves an occasional check-in.Consider asking yourself:

• Are the causes I support today the same ones I cared about five or ten years ago?
• Does my charitable giving still reflect my family’s values and philanthropic goals?
• Have I reviewed my retirement account and beneficiary designations recently?
• Am I aware of the evolving needs and opportunities within Brooklyn and the communities I care about?
• Are there new ways my philanthropy could create greater impact?

If it’s been a few years since you’ve revisited your charitable goals, we invite you to connect with Brooklyn Org’s Donor Services team.  At Brooklyn Org, we’re always happy to help you review your charitable goals and explore ways to ensure that your philanthropy continues to reflect your values, your family, and your hopes for the future. To schedule a conversation about your charitable goals, please contact us below.

Did You Know? You Can Transfer Your DAF From Another Provider To Brooklyn Org

If you already have a DAF with a national provider like Fidelity, Schwab, or Vanguard, you may not realize how easy it is to move your fund—or a portion of it—to a community foundation like Brooklyn Org. And for many donors, making that move can significantly deepen the impact of their giving and create great values-alignment overall. Contact us below to learn more.

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