Goals

Give More Generously

Giving generously isn’t just a financial decision—it’s an expression of your values and vision for the world. At Hershey Financial Advisers, we help you align your philanthropy with your broader financial strategy, empowering you to make a meaningful difference today and leave a lasting legacy tomorrow.

From strategic giving plans to efficient charitable structures, we provide guidance to enhance your impact while optimizing your financial outcomes.

Many clients come to us wanting to give more but uncertain about the best approach to maximize their generosity.

We guide you in clarifying your philanthropic goals and developing giving strategies intended to align with your values and maximize your potential impact.

What does generosity look like for you?

Freedom

Have the confidence to give freely without compromising your financial security.

Security

Understand how your giving is structured to make an impact while supporting your financial stability.

Impact

See tangible results from your generosity, empowering people, causes, and communities close to your heart.

Legacy

Build a lasting legacy of generosity that reflects your deepest values.

Strategic giving that reflects your values

Every act of generosity is personal. We tailor giving strategies to your individual goals, financial situation, and legacy vision.

Charitable Giver

You want to amplify your giving power. We develop strategies that leverage tax efficiencies and structured gifting to make your generosity go further.

Impact Investor

We help you choose strategies that align financial returns with positive social and environmental impact.

Family Legacy Builder

Instill values of generosity in future generations. We guide you in creating multi-generational giving plans that engage your family and extend your philanthropic impact.

Let’s talk about generosity

No pressure. Just a thoughtful, honest starting point to find your Better Way of giving.