Charitable Giving Strategies: How to Give Money Away with Intention

October 13, 2021

Perigon is hosting our next Women’s Conversation Circle, and we would love to have you join us.

BY: Rachel Elson, Mary Ballin and Andrea Hamilton

Date: Wednesday, November 17, 2021
Where: Online via Zoom ā€“ we’ll send out a conference link the week of the circle
Time: 4:00pm ā€“ 5:30pm PST
RSVP: conversationcircles@perigonwealth.com

The end of the year is when charities amp up their donation requests. If you’ve ever given money in the past (and maybe even if you haven’t), you’re probably getting flooded with requests for gifts.

For some people, charitable giving is an everyday practice — whether it’s gifting to needy individuals, tithing, whipping out the credit card for Facebook fundraisers. Some people take guidance from family habits, or from religious practice — or even do it for the tax write-off.

But for others, giving money away can be a source of stress. Maybe we don’t know how much we should give, or who to give it to. Perhaps we don’t like saying no to friends’ fundraiser requests — or we’re not sure we trust how the money is being spent. Maybe you’d just prefer to give time, rather than cash.

Or like many people — and this can be especially true of women — maybe we’re just not secure enough about our own finances to be able to comfortably give some away.

Join us for our next Women’s Circle as we discuss Charitable Giving. We’ll talk about how to give money away with intention. We’ll aim to share our own best practices and sources of stress, as well as ideas for when and how to say no.

Charitable Giving: How to choose worthy organizations or individuals, develop a giving plan and budget, and get comfortable with (sometimes) saying no.

Date: Wednesday, November 17, 2021
Where: Online via Zoom ā€“ we’ll send out a conference link the week of the circle
Time: 4:00pm ā€“ 5:30pm PST
RSVP: conversationcircles@perigonwealth.com

Please be prompt. The Zoom room will close to new participants at 4:05; latecomers are a distraction. We promise to be done at 5:30 pm PT.

Please feel free to share with other female friends, colleagues or family members who would be interested in joining this group.

Circle space is limited to keep the circles intimate, and to let everyone who wants to participate have the time to do so.

Want to join us? Send us an email and weā€™ll add you to the mailing list for this and future events.

Written by Rachel Elson

Latest Insights

Global Market Commentary July 2024

Global stocks, as measured by the MSCI All Country World Index (ACWI), continued their 2024 gains and new closing highs (nine in July and 39 YTD) before finishing a volatile month up 1.61%. ACWI closed at an all-time high on July 17th which saw MTD returns as high as up 3.71% intramonth.

What Is Dollar Cost Averaging – and Should You Be Doing It?

Sometimes I get a question from multiple clients in a short period, suggesting to me that it’s on people’s minds.
Lately, I feel like I’ve been answering a lot of questions about something called “dollar-cost averaging” — from clients and even from Barron’s.