One of the organizations LifeGuide recommends for donor-advised funds is Impact Assets. Impact Assets provides a web-based Donor Dashboard that allows you to view and manage your giving fund. You can view your balance, recommend grants, see your grant history, and contribute to your fund through the Impact Assets dashboard.
A donor-advised fund (DAF) is a tax-preferred philanthropic vehicle administered by a public charity. Organizations, families, or individuals establish a DAF with an initial tax-deductible contribution to a public charity. Contributions may be invested, and donors can recommend grants to qualified nonprofit organizations over time.
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $350k. If this isn’t you, please check out our LifeGuide Essentials program.
We are currently accepting a limited number of new Signature clients for 2022.
If you’re interested in exploring whether LifeGuide Signature is right for you, please fill in your name and email address, and click the button below to complete a brief Signature Intro Questionnaire.
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
Our LifeGuide Essentials program is fully booked for 2022. If you’re interested in being placed on our waitlist for 2023, please submit your name and email below, and complete your Essentials Waitlist Questionnaire.