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lianne ulin

TODAY is the time. Not tomorrow.

Philanthropy is defined as “love to mankind; benevolence toward the whole human family; universal good will; desire and readiness to do good to all men “


Many people, like yourself, have created wealth through their own ingenuity and efforts and have the greatest interest in integrating into their lives the things they are the most interested in.


An increasing number of wealth holders are no longer focusing exclusively on accumulating more wealth. They are beginning to look at using wealth as a tool to achieve higher purposes.


The highest use of capital is not to make more money, but to make money do more for the betterment of life. Even a small amount can make a difference.


Giving has never given people so much


The past decade has witnessed significant changes in the tax rules governing charitable giving. The changes to these tax rules has in turn opened the door to new planning strategies that create benefits for those individuals who want to make a meaningful gift.


Strategies for generosity is about matching individual donors’ tax and estate planning with their philanthropic dreams. It refers to increasing the amount of gifts through a systematic, focused and personalized program.


People become interested in being generous when they believe that their gifts will impact the cause they believe in, they trust the organizations leadership, and have assets to give.


Philanthropists are special people who want to make social capital investments in the most effective way possible. Their social capital investment decisions are consistent with their values and objectives. Philanthropists need to be guided to make the right gift, at the right time, to the causes of their choice.


Albert Einstein wrote in “My Credo” in 1932, “Although I am a typical loner in my daily life, my awareness of belonging to the invisible community of those who strive for truth, beauty, and justice has prevented me from feelings of isolation.”


Our goal is to make the invisible, visible so the world’s change makers, visionaries, conscious leaders, and philanthropists can come together and participate in purposeful communities of impact.


Act now and think about a transformational impact gift

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