Introducing the 49 Financial Generosity Team

Hello! I’m thrilled to introduce you to the 49 Financial Generosity Team, an essential department within 49 Financial, a financial planning firm headquartered in Austin, Texas, with a widespread presence across the nation and eight physical offices spanning six states.

Why the Generosity Team?

In the world of financial planning, the concept of stewardship is commonly focused on growing and preserving a client’s assets. However, at 49 Financial, we believe in a more holistic approach to stewardship that encompasses giving back.

Imagine stewardship and financial planning as a pie with three essential components: growing, preserving, and giving. The Generosity Team at 49 Financial is dedicated to ensuring that this pie is complete, with our particular emphasis on the “giving” aspect.

Function and Flavor of Generosity:

Within our approach to generosity, there are two distinct dimensions: function and flavor.

Function:

Function revolves around the practical aspects of giving. We help our clients explore complex gift planning, navigate tax considerations, and choose the right vehicle for their charitable contributions. You’ve maybe heard of things like Donor Advised Funds, Supporting Organizations, Foundations, Charitable Remainder Trusts, and Lead Trusts… those might apply, but the goal here, functionally, is to maximize the impact of your giving without digging deeper into your pocket, turning tax dollars into giving dollars.

Flavor:

The “flavor” of generosity is all about the “why” behind your giving. We assist our clients in understanding the impact and values that drive their charitable contributions. We delve into the Family Generosity Plan, addressing questions like how involved your children should be in the decision-making process. By providing stewardship coaching and a proactive decision-making grid, we empower you to make informed choices. We offer Fractional Family Foundation services for those seeking a comprehensive solution, including all the bells and whistles. On this side of things, you may decide it’s appropriate to dig deeper

We are delighted to formally introduce the Generosity Team at 49 Financial. We believe that true financial planning goes beyond building wealth and securing your future; it also includes giving back and positively impacting the causes that matter most to you. We hope we get to meet and discuss these topics together.

If you have any questions or would like to explore how we can help you navigate the world of financial generosity, don’t hesitate to reach out to us. We’re here to help you make a meaningful difference through your financial resources.