Bring clarity and intention to your giving – and understand the tax side with confidence
A simple, thoughtful guide to help your family align your giving with what matters most – and see how it fits comfortably within your retirement plan.
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Why your giving feels scattered - and why that's normal
Many families give regularly, but the giving often happens in pieces. A request here. A cause there. A moment that pulls at you. Over time, it’s hard to see how it all fits together.
That creates quiet tension:
You want your giving to reflect your family’s values.
You want to be generous without feeling overly stretched.
You want to understand the tax side without getting buried in details.
You want your giving to fit comfortably within your retirement plan.
None of this means you’re doing anything wrong. It simply means you haven’t had a way to bring everything into one clear picture.
This workbook helps you do that. It starts with what matters most to your family and builds a simple, steady giving approach from there.
“I’ve sat with families who give generously yet feel uneasy because they’re unsure if it’s ‘too much’ or ‘not enough.’ When we slow down and connect giving to values, and look at how it fits in the bigger plan, something shifts. Generosity feels joyful again.”
-Chris Gardner, CFP®, Founder & Wealth Advisor
"I felt a sense of trust that you knew how we wanted to live our life."
-Mary Beth L., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
What this workbook will help your family do
This 30–45 minute guide helps you:
Name the values that shape your giving
Bring your spouse or family into the conversation without pressure
Use simple, tax-smart ways to give
Decide how much to give and when
See where giving fits alongside spending, saving, and retirement security
Build a giving plan that feels meaningful and sustainable
There’s no jargon and no complex strategies. Just a calm, practical way to bring your generosity into focus.
Inside the Giving With Purpose Workbook
A quick look at what you’ll find inside:
How to connect your giving to what matters most
A simple way to sort through giving priorities as a family
Clear explanations of giving tools like cash gifts, appreciated securities, donor-advised funds, and QCDs
A short overview of legacy giving and how it fits into your broader plan
A worksheet to pull everything into one clear giving plan
This isn’t a technical manual. It’s a practical guide to help you slow down, think clearly, and feel more confident about your family’s generosity.
"Parkwoods has taken the worry and second guessing out of managing our nest egg. We’re very happy with the services they have provided."
-Patricia J., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Giving that fits comfortably within your retirement plan
Purposeful giving doesn’t mean giving more. It means giving in a way that supports your life.
This workbook helps you think through how your generosity fits with:
Your retirement spending
Your security and comfort
Your goals for children and grandchildren
Your long-term financial plan
Many families find that once they see everything in one place, they feel calmer and more confident about their decisions.
Common Questions
Is this workbook only for people who give large amounts?
No. It’s for any family that wants to be more thoughtful and intentional with their giving, regardless of the size of the gifts.
Will this tell me which charities to support?
No. Your values drive your giving. The workbook helps you identify what matters most and build a plan around it.
Will this be too technical for me?
No. The tax explanations are simple, clear, and written for real families. You don’t need any background knowledge.
What happens after I download the workbook?
You’ll get the workbook right away. You’ll also receive a few helpful emails that walk through ways to think about your giving. You can unsubscribe at any time.
Ready to bring more clarity and intention to your giving?
Download Workbook
We respect your privacy and never sell your information.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
Parkwoods Wealth Partners (Parkwoods) is a SEC registered investment advisor. Registration of an Investment Advisor does not imply any level of skill or training. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed, or implied, as to accuracy, completeness, or results obtained from any information on this presentation. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user.
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Parkwoods only transacts business in states where it is properly registered or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not consider your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.