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Wiser Way

Donald Morgan | Apr 22, 2025

Hosting Family Meetings to Discuss Giving Goals

For many families, giving isn’t just a financial decision—it’s a core value. But how do you pass that value down to the next generation in a way that sticks
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Donald Morgan | Apr 15, 2025

Introducing Impact Investing to the Next Generation

For many families, giving is more than a financial decision—it’s a shared value. But how do you pass that value on to the next generation in a way that truly
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Donald Morgan | Apr 8, 2025

Teaching Philanthropy Through Fun Activities

Newsletter Edition: Teaching Philanthropy Through Fun Activities
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Donald Morgan | Apr 1, 2025

Building a Legacy of Generosity: Involving Your Kids in Philanthropy

Newsletter Edition: How to Involve Your Kids in Giving Decisions Building a Legacy of Generosity: Involving Your Kids in Philanthropy
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Donald Morgan | Mar 27, 2025

Annual Giving vs. Legacy Giving – Strategic Timing

Wiser Way to Give Annual Giving vs. Legacy Giving – Strategic Timing Giving with Purpose: When to Give for Maximum Impact ✨
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Donald Morgan | Mar 17, 2025

The Role of Financial Advisors in Crafting Your Giving Strategy

Giving with Intention: How a Financial Advisor Can Help Maximize Your Philanthropy ✨
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Donald Morgan | Mar 13, 2025

Estate Planning with Charity in Mind: A Win-Win

Estate Planning with Charity in Mind: A Win-Win ✨
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Donald Morgan | Mar 13, 2025

Navigating Charitable Giving in an Uncertain Tax Environment

✨ Navigating Charitable Giving in an Uncertain Tax Environment ✨
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Donald Morgan | Feb 21, 2025

Tax-Efficient Charitable Giving in High-Income Years

✨ Smart Giving Strategies for High-Income Years ✨
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Donald Morgan | Feb 18, 2025

Direct Giving vs. Establishing Foundations: What’s Best for You?

✨ Direct Giving vs. Establishing Foundations: Which Approach Maximizes Your Impact? ✨
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Donald Morgan | Feb 11, 2025

Using Life Insurance for Philanthropy: Big Impact, Low Cost

✨ Amplify Your Legacy Through Thoughtful Giving ✨ Have you considered how life insurance can be a game-changer in your philanthropic efforts? By
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Donald Morgan | Feb 3, 2025

Maximizing Impact Through Appreciated Assets

✨ Turn Your Assets Into a Force for Good ✨ Looking for a savvy way to make a difference? Donating appreciated assets—such as stocks, real estate, or other
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Spokane Valley, WA  99206

Email: donald.morgan@independentwealthconnections.com
Phone: 509-931-1088
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Fax: 509-931-1077

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