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Giving Transforms You. 52 Ways Giving Transforms You, Your Family, Your Business and Your Community Just Released
  • USA - English


News provided by

Yerba Buena Wealth Advisors, LLC

Jun 11, 2015, 06:00 ET

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Just Released: Giving Transforms You!
Just Released: Giving Transforms You!

San Rafael, CA (PRWEB) June 11, 2015 -- Giving Transforms You! This powerful book brings life to how a person can be transformed by giving in 52 enlightening quotes, illustrations, and short stories. It explores how giving can not only transform an individual, but also their family, their business, and their community. Giving can be as simple as volunteering time, making a small monetary donation, or can be done as part of a Wealth & Estate Plan.

“We are but beneficiaries of the past, trustees of the present, and architects of the future” states Andy Zittell. He believes it is his obligation and responsibility to help “repair the world.”

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The greatest act that any human being can engage in is the act of giving. One simple action holds the power to transform an individual personally – their attitude, their perspective…and even their financial life. Be inspired by the power of a simple act and one may discover new, and possibly profitable ways to give. In order to honor the premise of the book, the authors suggests after reading the book, it be given as a gift.

“Giving Transforms You! inspired me to explore my long term vision of what I value in my life and how I will take care of my family and philanthropic interests. I found it to be a wonderful tool to determine my life legacy,” shared Development Director, Gary Cohn. “This is a lovely text that I hope many will read and be changed by,” said Rabbi Lawrence Kushner of San Francisco.

As a second generation Financial Services Professional, Andrew Zittell pays tribute to his father through his passion for education and planned giving. That passion is evident in the ways he helps individuals and families implement strategies designed to retire without compromise, reduce estate and income taxes, transition their business interests, and enable their philanthropic and planned giving goals. By encouraging his clients’ philanthropy, he in turn helps their chosen charities make a difference in their fields of endeavor.

“We are but beneficiaries of the past, trustees of the present, and architects of the future” states Andy Zittell. He believes it is his obligation and responsibility to help “repair the world.” Additionally he says “In order to keep what I have I must be willing to give it away.”

YBWA believes greatly in the value and power of giving, just as the book Giving Transforms You! illustrates. “We see the amazing impact giving has for our non profit clients and their ability to continue great work. In addition, we see the impact giving has for our donor clients, including their personal legacy, their heirs, and their community. We are motivated by the great outcomes we see from donors including charitable giving in their estate plans. ” says Bruce Frankel, Partner. As providers of the Donor Motivation Program® for Northern California, their work with Non Profits and donors brings focus to giving and sparks incredible outcomes on charitable causes, the community, and the donor’s legacy.

To receive your copy of Giving Transforms You!, available for a limited time only, please visit us online at http://www.ybwa.net or email info(at)ybwa(dot)net.

About Yerba Buena Wealth Advisors, LLC
Based in San Rafael, CA, Yerba Buena Wealth Advisors, LLC consultancy firm specializes in helping their non-profit clients, their donors, entrepreneurs, and accredited investors make an even greater impact on the people and causes they care about deeply. Yerba Buena Wealth Advisors is the exclusive provider of the Donor Motivation Program® for Northern California. Our work with Non Profits and their donors brings focus to giving and sparks incredible outcomes on charitable causes, the community, and the donor’s legacy.

About The Donor Motivation Program®
The Donor Motivation Program® is based on 20 years of research and provides a systemized process with proven tools designed to help Non Profits enhance their existing planned giving program or establish one for the first time. The Donor Motivation Program® educates and consults Non Profits based on the current trends of donors.

About the Authors

Andrew Zittell: Principal, Donor Motivation Program® – Northern California
Andrew Zittell, a cofounder of Yerba Buena Wealth Advisors, LLC, and Principal of the Donor Motivation Program® -Northern California, is a well-spoken and well-respected author, speaker, financial educator and wealth advisor. Andrew and his business partner Bruce Frankel are the co-creators of the "Wealth Impact Process." It is their mission to empower their select clientele to make informed decisions regarding their wealth in order to make an impact on the people and causes they care about deeply.

The firm Mr. Zittell founded operates on the premise of promoting multi-generational estate planning and helping individuals and families build, protect and distribute their wealth.

YBWA believes greatly in the value and power of giving, just as the book Giving Transforms You! illustrates. “We see the amazing impact giving has for our non profit clients and their ability to continue great work. In addition, we see the impact giving has for our donor clients, including their personal legacy, their heirs, and their community. We are motivated by the great outcomes we see from donors including charitable giving in their estate plans. ” says Bruce Frankel, Partner. As providers of the Donor Motivation Program® for Northern California, their work with Non Profits and donors brings focus to giving and sparks incredible outcomes on charitable causes, the community, and the donor’s legacy.

To receive your copy of Giving Transforms You!, available for a limited time only, please visit us online at http://www.ybwa.net or email [email protected].

About Yerba Buena Wealth Advisors, LLC
Based in San Rafael, CA Yerba Buena Wealth Advisors, LLC consultancy firm specializes in helping their non-profit clients, their donors, entrepreneurs, and accredited investors make an even greater impact on the people and causes they care about deeply. Yerba Buena Wealth Advisors is the exclusive provider of the Donor Motivation Program® for Northern California. Our work with Non Profits and their donors brings focus to giving and sparks incredible outcomes on charitable causes, the community, and the donor’s legacy.

About The Donor Motivation Program®
The Donor Motivation Program® is based on 20 years of research and provides a systemized process with proven tools designed to help Non Profits enhance their existing planned giving program or establish one for the first time. The Donor Motivation Program® educates and consults Non Profits based on the current trends of donors.

About the Authors

Andrew Zittell: Principal, Donor Motivation Program® – Northern California
Andrew Zittell, a cofounder of Yerba Buena Wealth Advisors, LLC, and Principal of the Donor Motivation Program® -Northern California, is a well-spoken and well-respected author, speaker, financial educator and wealth advisor. Andrew and his business partner Bruce Frankel are the co-creators of the "Wealth Impact Process." It is their mission to empower their select clientele to make informed decisions regarding their wealth in order to make an impact on the people and causes they care about deeply.

The firm Mr. Zittell founded operates on the premise of promoting multi-generational estate planning and helping individuals and families build, protect and distribute their wealth.

Born and raised in New York, Andrew and his wife, Mia, have lived in the San Francisco Bay Area for over 35 years. He has been active in several community and volunteer organizations, including Special Olympics International, Christmas in April, Habitat for Humanity/New Orleans and Congregation Emanu-El/San Francisco.

Andrew Zittell is a Securities Principal and Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. CA Insurance # 0755730. Financial Planning and the Donor Motivation Program® (DMP) offered through Yerba Buena Wealth Advisors, LLC, a Registered Investment Advisor. Yerba Buena Wealth Advisors, LLC, Yerba Buena Financial Partners, LLC and LPL Financial are all separate entities.

Scott Keffer
Scott Keffer is an internationally recognized business coach, author, speaker, and consultant. As a Continuing Education Instructor, Scott has instructed thousands of attorneys, accounts, and financial advisors at universities, tax conferences, national accounting firms, Estate Planning Councils, and Bar Associations. As the CEO and creator of The Donor Motivation Program® and http://www.DonorMotivation.com, Keffer and a network of trained Motivation Professionals help leading nonprofits double the results of their planned giving efforts with limited resources.

Sally Sauvignon, Yerba Buena Wealth Advisors, LLC, http://ybwa.net, +1 (415) 334-8000, [email protected]

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