Charitable Giving

Giving back is good for body and mind.

Longer life. Lower blood pressure. Healthy capitalism. Less stress. Strengthened democracy. Less depression. Improved mood.

In addition to immediate benefits for recipients, charitable giving affords a wide array of perks to the donor and community at large. Giving back means people are happier, healthier, and contributing to a society where philanthropy has a seat at the decision-making table.

At Mosaic, we believe in helping our clients—like you!—discover the right way to build a legacy of kindness.

What if I don’t have a lot of money?

Good news: there’s no age limit or income requirement to be able to donate. Whether you’re still in college, halfway through your military service, starting your next business, or retired, you can make a meaningful difference if you:

  • Organize your own finances
  • Establish your own monetary goals
  • Identify a cause (or two) you care about

How much should I donate?

Understanding your own finances is a crucial first step for any kind of financial planning, but especially if you’re interested in charitable giving. Knowing what you have and what you can afford to give back will help determine how much you want to donate, and at what cadence.

Figure out what's important.

Animal welfare? Nonprofit overhead? Disaster relief? Children in Africa? What you care about will help guide you towards the causes you may want to support.

Charitable Giving
It is one of the most beautiful compensations of life that no man can sincerely try to help another without helping himself.

—Ralph Waldo Emerson

At Mosaic, we support charitable giving in two ways:

Planned Giving

Companies and individuals looking to make significant donations to nonprofit organizations as part of their overall estate can come to us to help with planned giving. This type of giving is most often planned now to be dispersed later.

Operational Giving

If you’re an individual or couple looking to donate a portion of your income each year, we can help you find causes you care about and ensure you know where your money is going.

Prefer your charity with a side of cold brew?​

No matter your goals or income, Mosaic can guide you through the steps to contribute to the causes you care about.