Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Related Content Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Diversification, Patience, and Consistency Three important factors when it comes to your financial life. Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.