Values Added

It's Giving Tuesday and you are probably seeing solicitations from every direction (email, text, social, ads, etc). Thanks to all those who are sending these messages for reminding us that it's a great time to be thinking about what we can do to make the world better and more just. To help, after weeks of work and years of thinking, Values Added just released our guide to help you with giving. http://valuesaddedfinancial.com/charitable-giving-part-one/
The guide will help you develop a giving practice that is mindful, values-aligned, tax-efficient, effective, and fun.

The guide covers 5 questions:
*Part one: Why should I give?
*Part two: How much should I give?
*Part three: Who should I give to?
*Part four: How can I make giving a meaningful part of my life?
*Part five: How can I maximize the tax benefits of giving?

Would love your feedback! What resonated? What questions do you have? What did I screw up? Any reactions?

Charitable giving: A five part series on more effective philanthropy As the year approaches its end, lots of people begin to think about charitable giving. Unfortunately, this means that many people are rushing around trying to cram a year’s worth of giving back into one of the busiest months of all. If this is you, maybe it’s time to consider developing a well-p...

Check out this month's edition of the Brown Alumni Magazine--it features Zach and Values Added!

"Brown’s alumni ranks are full of people who aim to do well and also do good. Zach Teutsch ’05 has made it his mission to help others do the same."

Investing in Change A financial manager with a social conscience

A few weeks ago (months ago?) I got an offer of some free google ad credits (if I spent some money on buying ads). I asked a friend who also runs a similar firm for a couple reasons: she gives great advice and since her firm is virtual she has done more thinking about online traffic and such. She quickly helped me see that it was a needless distraction--and she was right!

Anyhow, Meg Bartelt wrote a really interesting blog post about it and you might be interested to check it out.

When You Make a Financial Choice, What's Motivating It? Something Truly You or External Factors? - Flow Financial Planning A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of …