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Sue Stevens
Sue Stevens is an award-winning personal finance author and retired financial advisor. About Sue Stevens »

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2024 Philanthropy Worksheet

2024 Philanthropy Worksheet

December 6, 2023

We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people and our planet and promote what we find meaningful. I’ve provided the worksheet below to help you make your philanthropy plans for the coming year.

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The Dreams of Wealth™ series.

The Dreams of Wealth™ series explores the role of personal finance in transforming lives and realizing dreams.

Put Your Money Where Your Heart Is, Financial Planning Diagnostics, Financial Planning Literacy, The Financial Bridge