Give More, Stress Less: Your Guide to Intentional Year-End Generosity

The most rewarding money move you can make before December 31st isn’t a tax hack, an investment tweak, or a budgeting trick — it’s generosity. But not the chaotic, guilt-driven kind that leaves you staring at your credit card bill wondering what happened.

We’re talking intentional, values-aligned giving that feels good, makes sense financially, and creates real impact.

In this episode, Shari breaks down how to build a year-end giving plan that’s thoughtful, strategic, and completely aligned with what matters most to you. From setting a realistic giving budget to choosing between cash, stuff, or experiences, to vetting charities and teaching kids the meaning of generosity — this is your blueprint for giving with clarity instead of pressure.

You’ll hear:

• How to set a values-based giving budget that actually feels good
• The difference between gifting stuff, gifting cash, and gifting experiences — and why one is almost always best
• How to vet nonprofits so your contribution makes real impact
• Ways to teach kids (and family) the habit of intentional generosity
• A step-by-step year-end generosity checklist you can use today

If you’re ready to end the year feeling aligned, not drained — this one’s for you

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