Effective Charitable Giving
There’s more meaning to your wealth when you generously and effectively give time or money to others. At Blue Barn Wealth®, we believe that fulfillment comes when we live intentionally and with purpose. Discover the bigger picture for your wealth.
Impact
No matter our wealth, we have an inherent desire to be a part of something bigger than ourselves.
Meaning
Giving freely of our time and money grants purpose to wealth.
Perspective
Strategic philanthropy provides eye-opening perspective.
Tax strategies
Donor-advised funds, charitable trusts, qualified charitable distributions, foundations and more.
Meaningful giving inspires
intentional living
We believe that giving generously to people and causes you care about can be the foundation to living a fulfilling life. But giving should be done wisely, at the most effective times and in ways that add meaning to your definition of wealth. We consult with you on how best to incorporate effective giving into your long-term plan and family culture.
Put your money where your heart is
Investing time and money in ways that bring you happiness leads to a more enriching life. We encourage purpose behind every decision.
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Insight
Having a clear understanding of your ability to give and effective strategies empowers you to take action.
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Fulfillment
Providing time and resources to those in need yields tremendous satisfaction.
Give generously:
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Explain the benefits
Academic research supports our belief that charitable people are more likely to be happy, healthy and financially prosperous. A key part of real wealth for us is being generous with our time and the resources we have. We want to help you give freely because we believe that it makes you wealthier.
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Provide the tools
Aristotle once said, “To give away money is an easy matter and in any man’s power. But to decide to whom to give it, and how large, and when, and for what purpose and how, is neither in every man’s power nor an easy matter.” We provide tools to make this easier for you.
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Track your impact
We understand that it is more rewarding to give of yourself when you know that your donations of time and money are needed and are used wisely. Thus, we help track the impact you are having over time as you give of your resources in the most tax-efficient manner.
Get started
Experience the tools and strategies we have to help you give generously and effectively.