Summer is almost here and that means it’s time to start thinking about how you’re going to spend the next few months. While there’s likely to be plenty of time outdoors and time spent visiting family and friends, the summer also lends itself to many volunteer opportunities in Orange County. It’s a great time of

I tell people that my mission is to help more people “live richer lives”, which invokes their curiosity. Being somewhat unclear, they often ask, “What does that mean?” I’m always glad as this is one of my favorite subjects to talk about. While many wonder if they will ever find greater new roles for their

You’re definitely not in Bill Gates’ league, but you do pride yourself on being a loyal supporter of one or more important philanthropic causes. You may have started small a number of years ago, but now days you’ve budgeted several thousands of dollars annually to support your favorite organizations. Likely, you complete this either with

So I’ve convinced you that philanthropy is not just for the “uber-wealthy” who write huge checks and get their names on buildings. But are you aware that it doesn’t even have to be centered on writing small checks either? It doesn’t have to involve giving property at all. That is right, you can be a

You’re definitely not in Bill Gates’ league, but you do pride yourself on being a loyal supporter of one or more important philanthropic causes. You may have started giving small a number of years ago, but now days you’ve budgeted several thousands of dollars annually to support your favorite organizations. Likely, you complete this either

Charitable giving should be treated as any other expense. You want to budget for it so that you’re giving what you can while still taking care of your other financial responsibilities. Having a line in your budget for it will assure that you are giving what you want and most importantly, what you can afford.