Periagoge
Scenario

When financial advisors discourage charitable giving

My financial planner says I give away too much and will not have enough for retirement but I cannot imagine reducing my donations and I do not know who to trust.

More people experience this than they realize.

What we've seen

The generous person must navigate conflicting advice about long-term security while staying true to values that prioritize generosity over accumulation.

Your guide for this
Rabia
Rabia works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Charitable giving structures?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.