Get your financial house in order

Free tools and education to help you plan, save, and give with confidence.

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Our Mission

Helping you organize finances to confidently support democracy and progressive causes.

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A diverse group of people gathered around a table, collaborating and smiling warmly.
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Close-up of hands exchanging a small plant, symbolizing growth and care.

How it works

Simple steps to organize, secure, and give confidently.

Illustration of a person organizing financial documents at a tidy desk.
Illustration of a person organizing financial documents at a tidy desk.
Friendly group of diverse people discussing plans with warm smiles.
Friendly group of diverse people discussing plans with warm smiles.
Organize

Gather your financial info and set clear goals for your future.

Secure

Build a stable foundation to protect your money and values.

Our Work

Helping you organize, secure, and give with confidence.

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A diverse group of people gathered around a table, collaborating on financial planning.
Organize Finances

Clear steps to get your money in order.

Close-up of hands securing documents with a lock symbol overlay.
Close-up of hands securing documents with a lock symbol overlay.
Learn More
A smiling person confidently reviewing charitable giving plans on a laptop.
A smiling person confidently reviewing charitable giving plans on a laptop.
Community members joining hands in support, symbolizing collective impact.
Community members joining hands in support, symbolizing collective impact.
Give Strategically

Plan your giving to protect democracy.

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Impactful Wealth helped me organize my finances without stress or jargon.

J. Lee

A warm photo of a smiling professional woman sitting at a desk with financial documents.
A warm photo of a smiling professional woman sitting at a desk with financial documents.

Thanks to Impactful Wealth, I feel confident giving to causes I care about.

M. Patel

A candid image of a thoughtful man reviewing his charitable giving plan on a laptop.
A candid image of a thoughtful man reviewing his charitable giving plan on a laptop.
★★★★★
★★★★★

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