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STRATEGIC GENEROSITY

“We make a living by what we get, but we make a life by what we give.” – Winston Churchill

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THE FOUNDATION OF EVERYTHING WE DO

Every member of our team is passionate about service. We are driven to make a greater impact through our work each day.

We are committed to sharing our time, skills, and wealth to bless others. Each year we execute a plan to leverage what we've been given to those in need in our own communities and around the globe.

FUELED BY PASSION. LEADING WITH VALUES.

Philanthropy should be deeply fulfilling and meaningfully impactful. By being strategic, you have the ability to transform individuals and unite families, communities and companies.

What greater mission is there than to connect around a bigger purpose and aligned values while making a difference in the world?

GIVING ALLOCATION

Our 3-pronged approach for strategic giving

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LOCAL

We give locally to non-profits where our team members serve as hands-on leaders in their communities. These organizations align with our corporate values and are meaningful to our team.

NATIONAL

We are committed to giving to national organizations who advance purposes we are most passionate about: Helping families thrive, advancing financial literacy and stewardship, and empowering entrepreneurs and non-profits.

NEEDS-BASED

We set aside 1/3 of our giving for emergencies that arise due to natural disasters and crises so that we can support communities when they need it most.

WE’RE IN THE BUSINESS OF HELPING FAMILIES THRIVE ACROSS GENERATIONS BY CONNECTING THEIR MONEY WITH THEIR PURPOSE

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Wealth brings unparalleled opportunities to meaningfully invest in the generations and purposes that go beyond us.

Corporately, we are committed to giving a portion of our profits to the causes and partners that align with our values:

HELPING FAMILIES THRIVE

  • Child Advocates, Inc
  • Houston Food Bank
  • CRU Houston
  • The Gathering USA
  • Covenant House
  • The Micah Project
  • Blue Gospel Scripts
  • Christian Community Service Center (CCSC)
  • Reformed University Fellowship (RUF)

ADVANCING FINANCIAL LITERACY & STEWARDSHIP

  • Kingdom Advisors
  • National Christian Foundation (NCF) Charitable Trust

EMPOWERING ENTREPRENEURS & NON-PROFITS

  • Hope International
  • Mission Increase
  • The Barnabas Group
  • 100x Harvest

HELPING OUR CLIENTS MAXIMIZE GENEROSITY

We help clients leverage the tax benefits associated with giving portions of their business, real estate, or other forms of illiquid assets. We help organize their giving through the use of donor-advised funds.

In 2020, we helped our clients give over $100mm to provide solutions to the passions and injustices that stir their heart.

WHAT ABOUT YOU?

What values drive you and how do they impact your strategic giving plan?

We’d love to help you maximize the purpose you have for your wealth.

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© 2021 ARCHETYPE WEALTH PARTNERS | DISCLOSURES