Create a legacy that will echo in your community

Within many of us is a desire to serve a cause bigger than ourselves and make a difference – in our neighborhoods, in our country and around the globe. In fact, nearly a third of U.S. adults volunteer, and Americans donate billions of dollars to charity each year. To turn that philanthropy into a legacy, it pays to reflect on how you can best use your ideas, creativity, income and influence to help create your vision of a better world. Here are some ways to incorporate a unique sense of purpose into your life now – while you can see the impact of your good deeds.

Here are some of the worthy organizations and charitable causes we have supported and continue to support here at Cornerstone Retirement Advisors:

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Volunteer your time

Getting involved in charities and events can energize your giving strategy as you see firsthand the needs of the local and global community. Consider using a site like VolunteerMatch to find a nonprofit in search of your professional skillset.

Involve your family

Explaining your giving goals to your family can help amplify your influence. You could also try a volunteering vacation, where you and your family can spend a week in service to others via an organization like Global Volunteers.

Take stock of what matters

Live today, and prepare for tomorrow. Review what considerations and conversations might be helpful to your legacy planning, and what documents you should have in place.

View the Checklist

Be an effective donor

Define the values that drive your philanthropy, then filter appeals for impulse giving by asking "is this the legacy I want to build?" A giving plan should also include financial strategies that can help maximize your charitable gifts.

What we have done for ourselves alone dies with us. What we have done for others and the world remains and is immortal.
Albert Pine
31%
Only 31% of people with significant wealth feel they are doing enough to help others. Source: U.S. Trust 2018 study
77 million Americans, 30% of the adult population, volunteer. Source: The Corporation for National and Community Service, 2017 figures
30%
84%
84% of those with significant wealth consider giving back to be an important goal. Source: U.S. Trust 2018 study

Additional insights & discoveries

Giving appreciated equity can be a gift for both you and your favorite charity.
Read
Estate & Giving
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
View
Estate & Giving

What’s at the center of your living legacy?

Take the quiz
Grandfather teaching granddaughter how to ride a bike

Your family legacy

Fill everyday moments with extraordinary love.
Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.

Take your generosity further

The opportunity to shape your legacy is in your hands. Make your move with the help of our team. We’ll partner with you in pursuing the kind of positive impact you’re working toward.

Contact Us
Streamline your day with these simple suggestions.
View
Family & Lifestyle
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
View
Business Ownership

Life balanced. Invested.

Schedule time with me

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cornerstone Retirement Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use