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  • Planned Philanthropy, Giving Back Planned Philanthropy

Giving Back with Planned Philanthropy

2025-03-26T10:04:42-05:00September 14, 2017|Categories: Resource Center|Tags: , |

Giving Back with Planned Philanthropy: What part does philanthropy play in planning a lasting legacy?

Giving Back with Planned Philanthropy

At CTS, we understand that success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society – the lives you’ve touched or perhaps even changed.

Philanthropic planning allows you to combine your charitable goals with your financial strategies. Many wealthy Americans are now more strategic about their giving, aiming to maximize the social impact of their donations. High-impact giving ensures your contributions are used effectively. By planning your giving, you can understand the causes you care about and build relationships with the organizations you support.

Philanthropic planning benefits both donors and charities. For donors, it allows you to set intentional goals for your giving, ensuring it aligns with your values. It also offers the potential for tax benefits and …

  • Six Reasons You Need More Than A Robo-Advisor, Rise of the Robots, Rise of the Robots or a Relationship Renaissance?

Rise of the Robots or a Relationship Renaissance?

2025-03-26T10:07:37-05:00August 30, 2017|Categories: Resource Center|Tags: , , , |

Rise of the Robots or a Relationship Renaissance? Not so fast.

Rise of the Robots or a Relationship Renaissance?

Are we experiencing a rise of the machines or an opportunity for a relationship renaissance? When it comes to robo-advisors, CTS believes in forward-thinking technology but not at the expense of hands-on research and face-to-face interaction.

At CTS, we provide personalized financial advice that robo-advisors can’t match. While robo-advisors use algorithms to manage your money, we focus on getting to know you as an individual, tailoring strategies to your specific goals and needs. We keep you involved in the decision-making process, ensuring you understand your investments and feel confident in your choices.

We also act as your financial coaches, helping you stay accountable and adjust strategies as your life changes. Unlike robo-advisors, which offer minimal interaction, we provide access to a knowledgeable, local advisor who knows your situation. Beyond investing, we help with major …

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