Wake Up with Wealthtender

Wake Up with Wealthtender: Giving Back

By  Wealthtender HQ

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Good morning, givers.

While 2020 will go down in history as a year we might prefer to forget, the compassion and selflessness exhibited by so many will never be forgotten. 🙏

In the spirit of the season, we’re dedicating today’s newsletter to stories about giving back and helping others in need.

We hope you enjoy this week’s recommended reads and listens.


Enjoy this curated selection of articles from Wealthtender Financial Network partners.

💸 Tax-Efficient Charitable Giving

As a practicing infectious diseases physician in Montana, this doctor with a knack for retirement planning can improve your health and wealth. When it comes to charity and taxes, ensure more of your money lands in the hands of the people who need it most. [FiPhysician]

📈 A Donor-Advised Fund (DAF)

A donor-advised fund is essentially an online charitable savings account. It offers a way to give strategically– and often more generously –to charity. [Your Money Mom]

🔥 Reader’s Choice Charitable Fund (DAF)

Would you like to see a donor-advised fund in action? Join the readers of TicTocLife whose monthly vote decides where the owners of this blog will direct their charitable giving. [TicTocLife]

🤝 Why Volunteering Matters   

The very act of helping to better the lives of unfortunate individuals has plenty of benefits for both them and yourself. If you could use a little motivation to seek out a volunteer opportunity this holiday season, read on. [Moneylogue]

🩺 Giving is Good For Your Health

If you’re trying to lower your blood pressure, be happier and live longer, the Cleveland Clinic says it’s not just a good feeling when you give, it’s also good for you. [Christine Luken

🔟 The Torah Ten 

As a Jewish millennial mom with a passion for personal finance, Robyn’s budget has always included 10% of her income set aside for charity. Here’s how she gives, tracks for taxes and prioritizes donations. [A Dime Saved

📚 Financial Literacy in Your Community

Whether you’re able to offer your time or money, learn about four organizations with a proven model to promote financial literacy in your backyard. [Financial Pilgrimage

🤗 Gratitude & Generosity

Both gratitude and generosity flow from a place of abundance. And this roundup of articles with reflections on family and faith serve as a reminder of what truly defines a rich life. [Redefining Family Wealth]

🌄 You’re Not Climbing The Mountain Alone

If achieving your financial goals feels like a mountain climb, don’t forget to look around and remember the less fortunate who lack the gear equipping you to succeed. Hear how Grace stays on course while helping those in need. [Grace Pomroy]

💰 Giving, Lending and Borrowing 

“God has a lot to say about giving, lending and borrowing. The idea of giving, lending and borrowing is a result of our works and purpose.” [Budgeting Faithfully]

Listen to This

Recent podcast episodes from Wealthtender Financial Network partners you should listen to next.

👭 Intentional Giving

These frugal friends explore ways to maximize their financial giving in this 45 minute podcast episode worth a listen. Beyond money, learn how they think about giving your time and the long-term impact you’re making. [Frugal Friends Podcast]

🌍 Effective Altruism & Global Giving

Considered by The New Yorker to be “the world’s most influential living philosopher”, this powerful interview featuring author and Princeton bio-ethics professor Peter Signer discusses our moral duty to give generously, especially towards improving the lives of people around the world living in extreme poverty. [Crazy Money Podcast]

We’re excited to introduce you to financial advisors and financial coaches featured on Wealthtender. Visit their profile page to learn more! Know someone who might be a good match? Forward this email and put your matchmaking skills into practice. 🤝

The Brightest Stars

Each week we showcase a member of our network who has earned a 5-star review on Wealthtender. 

The Loaded Pig believes that every man and woman, no matter their age, has the power and ability to achieve their financial goals. 



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Disclaimer: The information in this article is not intended to encourage any lifestyle changes without careful consideration and consultation with a qualified professional. This article is for reference purposes only, is generic in nature, is not intended as individual advice and is not financial or legal advice.

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