We empower our community to lead abundant lives by encouraging and supporting our clients to embrace creative ways to invest in others in their own communities. We are not only passionate about helping our clients, but we also care for our community by volunteering our time and expertise. By sharing how we have impacted others and living with gratitude, we hope to inspire others to think about their individual and collective opportunities to empower local and global organizations intentionally.
A Donor Advised Fund (DAF) is an excellent approach for our clients to strategically plan their giving to best impact the organizations that they are passionate about in a tax-efficient manner. There can be accountability and planning efforts dedicated to reaching the goal once it is identified.
Nothing contained in this commentary is intended to constitute a personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy.
We are delighted to help clients achieve financial independence for themselves and their families while also encouraging generous giving to those in need. Our partnership with United Charitable has been a critical tool in maximizing both tax efficiency and convenience for our clients. United Charitable provides rapid approval for qualified charities, professional monitoring and the ability to give anonymously when desired.
Dollars contributed to DAFs since 2012
Dollars distributed to charitable organizations from DAFs
Charitable organizations supported
When we initially were searching for financial advisors, we had interviewed a number of candidates. As part of that process, we discussed our budget, our savings, and our goals for working with an advisor. When the topic of charitable giving and tithing came up, most reacted or responded in a way that indicated a mismatch in values. Based on our faith in God and His Word, we believe that what we have is a blessing and we are stewards of what He has given us. God calls us to do certain things with what He has given us and we want to honor and obey.
When we had a similar conversation with AOG, they encouraged our approach to giving and reinforced the idea that giving is a healthy, important part of financial planning and managing wealth. From the start of our relationship to AOG as clients, they developed a plan that helped us not only make the most of our finances, but put us in a position to give generously.
AOG held a client education event on Donor Advised Funds (DAF), a charitable giving-focused investment vehicle, that we had not previously known about. We weren’t in a financial position at the time to start a DAF, but we loved the strategy of it and knew we wanted to try to start one at some point. Fast forward a number of years — through God’s blessing in our lives and the effective management and guidance of AOG — we were able to take a tax-advantaged approach to opening a DAF. We’re excited to be able to wisely and strategically grow our charitable giving over time and hopefully leave a legacy of giving. Not only is it a great feeling to be able to give to others, but also to work with a wealth management firm that holds the same values.
This testimonial was provided by a current client of AOG Wealth Management. This client was not compensated for this testimonial. No material conflict of interest exists since this client was not compensated nor did this client receive any other benefit for providing this content.
Impact in Action
Celebrate Great Falls Concerts on the Green- Sunday Concerts on the Green
Pack up the family, a blanket, lawn chairs, and a picnic dinner – or grab takeout at a local restaurant! Join us at the gazebo for a laid-back evening of good music and good times with your neighbors.
Each concert is sponsored by one of our Foundation Sponsors as a way to bring the community together. AOG has been a sponsor for 8 years. Come enjoy the free, live music!
Fourth of July Celebrations
AOG joins the Great Falls, Black Eagle, and Sun Prairie communities to celebrate the Fourth of July. Festivities included the annual Independence Day Parade, fireworks displays, and plenty of cotton candy!
Select photos courtesy of krtv.com
Wondering how to create more impact yourself? AOG staff and clients alike can utilize Donor Advised Funds, which allow you to effectively support organizations you hold dear through streamlined processes.
Donor Advised Funds, or DAFs, are administered by registered nonprofits so you can give confidently and strategically. You can learn more about DAFs here.
NATIONAL LEGAL FOUNDATION
Mission: To prayerfully create and implement innovative strategies that, through decisive action, will cause America’s public policy and legal system to support and facilitate God’s purpose for her, all while conducting ourselves at all times with the utmost integrity and in such a way as to glorify the lord Jesus Christ.
Location: Virginia Beach, VA
VALERO ENERGY FOUNDATION
Mission: The Valero Energy Foundation Raises Funds For The Purpose Of Making Charitable Grants, Primarily To Children, Educational, Cultural, Scientific And Military Charities, Intended To Improve The Lives Of Those Persons Who Live In Or Near The Communities Where Valero Energy Corporation Has Major Operations. During The Tax Year Ended September 30, 2019, 850 Charities Received Grants From The Foundation.
Location: San Antonio, TX
Mission: Boost Others works with Title 1 schools to connect urgent needs to those who can help. Title 1 schools are specially designated due to their extreme levels of poverty. We work wIth the social workers in the schools to help fill needs when there are no other avenues for assistance.
Location: Vienna, VA
HERNDON HIGH SCHOOL BAND PARENTS ASSOCIATION
Mission: Provided support to the Herndon High School Band programs, including the pride of Herndon Marching Band, concert ensembles, winter drumline and indoor guard by offering professional clinicians, instruments, music, choreography, transportation, uniforms and instruction to over 150 students.
Location: Herndon, VA
Mission: RESET180 is a Christian organization whose mission is to prevent human trafficking and commercial sexual exploitation, disrupt the related networks, and restore those impacted.
Location: Reston, VA
Our mission is to provide hard-working men and women with economic and spiritual resources that unleash their capacities and liberate them from the entanglements of poverty. We believe that the smartest and most dignifying way to end poverty is by providing the poor with the opportunity to lift themselves out of poverty. since 1985, we have helped individuals start more than 200,000 small businesses, who have in turn created so many more jobs in 37 different countries, helping to transform and enrich whole communities.
Location: Reston, VA
FREDERICKSBURG THEATER COMPANY
Mission: The mission of the Fredericksburg theater company (FTC) is “to provide superior theatrical programs for regional participation which entertain, educate, enrich and inspire.” Founded in 1997 by Jeryl Hoover, FTC has grown to an audience of over 13,000 annually.
Location: Fredericksburg, TX
JILL’S HOUSE, INC
Mission: To provide support and respite to families raising children with intellectual disabilities without regard to race, religion, ethnicity, or lifestyle. We celebrate children with special needs and provide relief to the extraordinary families who love them through short-term, overnight respite care both at our facility in Vienna, Va and through weekend programs at camps around the country.
Location: Vienna, VA
WOUNDED WARRIORS AT NEBO
Mission: To provide support to families of those in the military who have been wounded, injured or killed during combat operations. The families of our causalities suffer in many ways, some financially, some psychologically.
Location: Fredericksburg, TX
FOUNDATION FIGHTING BLINDNESS
Mission: To drive the research that will provide preventions, treatments and cures for people affected by retinitis pigmentosa, age-related macular degeneration, usher syndrome and the entire spectrum of retinal degenerative diseases. The foundation is a beacon for those affected by these blinding diseases. Join the fight and help us accelerate our mission. Today, the foundation is the world’s leading private source for inherited retinal disease research funding. FFB is committed to driving research until the entire spectrum of retinal degenerative diseases is eradicated.
Location: Columbia, MD
BOYS AND GIRLS’ CLUBS OF THE TEXAS HILL COUNTRY
Mission: To enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens.
Location: Texas Hill, TX
Mission: To recognize, highlight and invest in the ingenuity and entrepreneurship of people in undervalued communities and partner with government and philanthropy to do the same. As a community, a movement and a platform, we use the power of information – compelling insights and personal success stories – to transform stereotypes, beliefs, practices and policies. Together with our members, we are championing a community-led movement to boost economic and social mobility in communities that have been undervalued and underinvested in for far too long.
Location: El Sobrante, CA