11/04/2026
November has a way of bringing our attention back to what matters most — the people we care about, the communities we're part of, and the causes that are meaningful to us.
For many families, charitable giving is part of that picture. But before deciding how much to give or where to give, it can be helpful to start with a more meaningful question:
What do you want your generosity to accomplish?
Giving with purpose means considering the organizations and causes that best reflect your values and the impact you hope to make. With a little intention, generosity can become part of your broader financial strategy and the priorities that matter most to you.
Charitable tax rules can change from year to year. Before making a gift based on an expected tax benefit, consult with your tax professional regarding your individual circumstances.
If your priorities around family, charitable giving, or your financial strategy have changed, the team at Allen Financial would welcome the opportunity to help you review your options.
Phone: (801) 569-9589
Web: allenfinancial.net
Insurance products and services are offered by Allen Insurance Agency, Inc. dba Allen Financial UT Insurance Lic. #91984 and Tovey "TJ" Allen UT Insurance Lic. #780915. Tovey "TJ" Allen is also an Investment Advisory Representative and offers advisory services as Allen Wealth & Asset Management which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Allen Financial and GWM are not affiliated entities.
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