Geoff Thompson Synergistic Giving Back

Hi. My name is Geoff Thompson, CEO and founder of asset & wealth management firm Synergistic Life Services. We have achieved incredible success in our work, helping others to create solid paths toward financial security now and long after retirement. We also believe in helping others. Each year, we dedicate a healthy portion of or profits to giving back to those here on CaringBridge. Learn more about the company here:

Throughout his career as a business leader and entrepreneur, Geoff Thompson has believed in sharing his successes with others. “Giving back” is in Geoff’s DNA – helping others in his career as a financial services expert and in his personal life as a strong advocate for charitable works. He has supported charitable organizations in the United States and Canada with time and with generous funding for many years. Geoff has launched a number of successful business ventures in several market sectors; he is best known for his expertise in financial investment and wealth management. He is adept at identifying new opportunities and then leveraging his experience to capitalize on those opportunities. He is also respected as a leader – assembling teams of like-minded professionals that share the same goals and desires and working together to achieve those goals. Geoff lives and works in the greater Chicago metro area of Illinois.

 As the CEO of wealth management firm Synergistic Life, Geoff allocates a portion of his company’s profits to CaringBridge, a 501(c)(3) non-profit organization dedicated to helping others share support and encouragement with others on an innovative social giving platform. Since its founding in 1997, CaringBridge users have created almost 750,000 personal websites to help rally support for loved ones afflicted by serious illnesses or disease. Users in 235 countries and territories have used the non-profit’s interactive online tools, helping them to share news and information with their friends and family. Geoff believes that CaringBridge makes a positive impact on people’s lives, and this is why he has chosen to lend his financial support to the organization’s efforts. 
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Charitable giving, sometimes known as philanthropic work or philanthropy, is an important but commonly-overlooked aspect of the wealth management process. Philanthropy, particularly in funding charitable organizations as they deliver social services to those in need, may help to reduce an individual’s tax burden. Creating a long-range philanthropic plan is often beneficial in helping to support a favorite charity long after one has passed away; this type of legacy giving plan has become a popular way for wealthier individuals to continue their financial support, according to Synergistic Life Services' recommendations.  

Charitable giving is an exciting and time-honored way of sharing one’s values with world at large. With the right steps, an individual or corporation can create a legacy that provides financial support for charitable organizations. Creating a giving plan is comprised of three steps:

1. Determining what one wants to achieve in terms of giving strategy and identifying goals. Some donors may wish to remain anonymous, while others want to be personally and publicly involved in the charity’s mission and work.

2. Creating a giving mission statement once goals are identified. Financial advisors can provide guidance on what the mission statement should contain and the types of charitable organizations that fit with that mission. This also establishes a funding plan, specifying dollar amounts of annual contributions and other aspects that will influence the funding well into the future.

3. Finally, making smart decisions about which charities to support is the key to success in charitable giving. Many people have their own favorite charity; unfortunately, not all organizations share the same financial stability and goals as a donor needs. A financial advisor can review annual reports and operating budgets to find the best organizations to support. Speaking to family and friends about their favorite groups is another way to find appropriate organizations.

CaringBridge is a nonprofit social network dedicated to helping family and friends communicate with and support loved ones during a health journey. Learn more about CaringBridge.

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