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Impactful Generosity

by AOG Wealth Management

On May 23rd, the Washington, DC Metro Chapter of Advisors in Philanthropy hosted an event at the Imagination Stage in Bethesda, Maryland centered around “Stories on Impact- How Advisors and their Clients are Amplifying Giving in their Communities.” Fred Baerenz was asked to be a featured panelist to discuss how our team exemplifies this in our client discussions and how philanthropy is at the very core of our firm. 

 He shared his personal experience of working with non-profits as a volunteer and board member, but also challenged the members and guests in attendance to re-center their business practices on what is important and long lasting: having a positive impact on another person, whether directly or indirectly.

At the event, we also heard from other financial professionals, leaders in several nonprofit organizations and individual donors who are living lives of impact. It was an honor to hear how small seeds of interest, passion and conviction have grown to provide giving opportunities for the arts, underserved communities in our region and public-school music education programs.

At AOG Wealth Management, we guide our clients to prepare for their “work optional” years, but also encourage them to look for ways to impact their communities, whether financially or through volunteering. We have worked with many of our clients to develop and execute their specific gifting plans utilizing Donor Advised Funds and Charitable Remainder Trusts in addition to their annual giving from earned income. If you would like to learn more about how our team can help you to be intentional in your giving strategy, please let us know. We are honored to work with you as we each do our best to progress philanthropic efforts which will impact our communities near and far.

Category: Blog, Company Updates, Estate Planning, Financial Planning