Goals and values
Use your wealth to reflect your goals and values.
There are many avenues to making an impact:
• Direct Donations– One of the easiest and most utilized way to make a contribution is through making a direct donation to a charity or organization.
• Volunteering– Hands-on contribution. Volunteering is a great way to contribute. There are many roles and responsibilities that one can assume from a basic volunteer to board members.
• Donor-Advised Funds– Grants are given to charities from the giving account and can be anonymous.
• Private Foundations– When wealthy individuals and families create private foundations, they have the power over grantmaking. They give families control over grantmaking and investments and engage in various levels of the foundation.
• Socially Responsible Investing – Partnering with leading specialists in the sustainable investments space, Alpen Partners is offering portfolios that are focused on the best long-term sustainable investments that are equally dedicated to seeking solutions to some of the issues we face today.