Tag Archives | wellbeing

Structured Giving

Thank youI believe that generosity is necessary to achieving a state of wellbeing. Put simply, true happiness comes from what you do for others.

We are all at different stages in our life journey and it is not always possible to be generous by giving substantial amounts of money. Instead we may choose to be generous with our time.

I have been fortunate enough to work with financially successful people for more than 15 years. These are people who have reached a stage in life where they can afford to be generous with their money. For those who express a desire to be philanthropic, I help them develop structured giving plans.

Structured giving introduces a level of professionalism to the giving process.  It generally involves:

  • larger amounts of money;
  • development of an overall giving philosophy;
  • planned grants to charities rather than spontaneous grants;
  • an entity;
  • a board overseeing the entity;
  • independent professionals advising the board;
  • a long-term time horizon;
  • research and due diligence of charities before approving grants;
  • measuring the success of grants by assessing the social impact against expected outcomes;
  • being more engaged.

In this blog I will delve into the professional aspects of structured giving.  It does not matter what stage in life you are at, giving your time and/or money can make a real difference. Introducing some professionalism into your giving  will lead to even better outcomes.

The best part of all, is that contributing to the lives of others in this way,  can have a positive impact on your own happiness and wellbeing. As they say, what goes around comes around.


Let’s get started

Happy CoupleI believe that everyone in life can achieve a state of wellbeing. That is, a state characterised by health, happiness and prosperity. The reason that most people don’t achieve this, is because it doesn’t happen by accident. It requires a plan, expert advice and discipline.

My mission is to empower people to live their life on purpose. I draw on my skills and experience in the areas of strategic planning, personal finance and structured giving, to guide people in the right direction.

My commitment  can be demonstrated by the lengths that we have gone to at Goodman private wealth advisers, in order to introduce this mission into our business.

This blog will support my mission by bringing together my most important and most topical thoughts for helping you make progress toward your state of wellbeing. I will share my expertise on strategic planning so that you can move forward with purpose. I will focus on the prosperity aspect of wellbeing, because that is what I do best. I will introduce you to the concept of structured giving, because with prosperity comes the opportunity to give back. I will touch on some critical success factors which are necessary for you to keep making progress.

Since my skills and experience are in the aspect of prosperity, I encourage you to seek out other experts who can guide you in the aspects of health and happiness.

I hope this blog makes a difference for you.


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