Leaving a legacy

Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.

Leaving inheritances to her three nieces and nephews, as well as a non-profit that was close to her heart, seemed like a dream to Michelle. However, she had no idea how to orchestrate these separate but valuable wishes.

A Desire to Make a Difference

She sought out Buttonwood, told us her story, and we came back with a proposal. We asked Michelle, “What if you established your own private foundation?” She was very pleased with the idea because it truly matched her values and provided her with the ability to leave a legacy that would reach community as well as her family.

One-Year Later

She decided to start the Foundation sooner rather than later so she could experience the impact of her efforts firsthand. Fortunately, we had built flexibility into the plan that allowed us to alter it just enough so Michelle could fulfill her dream. Now she spends most of her free-time reviewing grant applications while Buttonwood coordinates her tax, asset management and other financial day-to-day needs.

If you’re interested in leaving a lasting legacy, let us show you how philanthropy can be incorporated into your long-term financial plan.