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Steven J. Hudgins
First Vice President/ Investments
CA Insurance Lic. #0B32062
Julia C. Anderson
Senior Registered Client Service Associate
Stifel, Nicolaus & Company, Incorporated
1420 Rocky Ridge Drive, Suite 340
Roseville, CA 95661
Phone: (916) 774-3706
TollFree: (866) 498-6682
Fax: (916) 626-3313
Email: steven.hudgins@stifel.com
July/August 2023
How to Create a Value Statement
If you are interested in choosing among potential charitable endeavors, a value statement can guide you and your loved ones.
First, sit down with your family and determine what’s important to all of you. Buy-in is crucial, especially if you’re trying to pass on your values along with your wealth to future generations.
For example, you and your spouse may want to benefit arts organizations going forward, while your children want to aid social organizations. Write one sentence to start your value statement, such as "Our family will devote our financial resources and efforts toward aiding both the arts and organizations that help during disasters."
Then, you might follow up with specifics such as helping children in need or a local theater group. You may even decide that you will give a certain annual percentage of a portfolio’s gains to charity. Your words and your charitable choices are up to you and your family. Communicate and you’ll find the process will run more smoothly.
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