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On Wealth Management

                                          Your Money - It's Personal
                                     ~Quick Takes On Making The Most of What We
                                                      Have ~

                                         Silver Oak Wealth Advisors manages client assets, along with the financial
                                   decision-making concerning all of the client's financial resources and obligations
                                                     toward realizing their vision for the future.



                                  When Motives Turn to Charity, Focus on Your
    Joel Framson & Eric Bruck,
    Principals
                                  Desire to Give, Not the Institution’s Need to
                                  Receive
                  




    "Our primary purpose
     for Wealth Planning          Renowned psychologist, Abraham Maslow, focused on 
       and Management             healthy psyches rather than troubled ones in his work.  In 
    is to enable our Client       his groundbreaking “Hierarchy of Needs” theory, 
     to create and sustain        Maslow posited that once a person’s basic survival needs 
         a better life."          are met, instinctual striving gives way to voluntary choices 
                                  of how and where to commit one’s life, and one's excess 
    Silver Oak Wealth Advisors,
               LLC                resources.   

                                  Personal growth becomes priority at this point in a 
      Click here to learn         person's life; without it one could fall victim to 
      more about Silver           hopelessness and depression.  
             Oak...
 




                                    
                                   In the United States, charitable giving provides an outlet 
                                  for people seeking satisfaction in knowing that their lives 
                                  can make a difference.  Yet, institutional solicitation for an 
                                  endless number of charities (you get those calls at night!) 
                                  can result in a feeling of disconnectedness by the donors 
                                  themselves and recipients of their generosity.   
                                    
                                  Case in point: going back a few years, the 3900 victims of 
the World Trade Center terrorist attacks caused millions of 
Americans to dig deep in order to make a difference for 
the survivors and victims' families.  We felt they could 
have just as easily been us. 
   
By contrast, programs that feed and house the more than 
30,000 homeless in New York City have never attracted so 
many eager donors.  
  
In short, it makes a difference when we resonate with the 
place where our heartfelt need to make a difference can 
most effectively be served...where our contribution of 
money (or time and effort) can impact our own unique 
sense of value and place in this world.   
  
Choosing for what or for whom our contribution will be 
directed transforms giving into participation.  It may not 
lead to a plaque on a hospital wing, but it could contribute 
significantly to one’s feeling of life fulfillment. 
   
Best personal regards, 
  
Eric & Joel 


 

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Your Money When Motives Turn To Charity 1109