Plan To Give Project

Our “Plan To Give Project” grew from awareness of the desperate need of financial planning within our community.  Only a very small percentage of people have a written plan for their financial success.  We believe a solid personal financial plan opens up opportunities for individuals to help the wider community.  We understand the value of making giving a part of your life.  Did you know that only 3% of the population gives more than 1% of their income to charity.  

The idea behind this project is to promote giving and to show that giving is not simply monetary consideration it is a lifestyle.

The reality is that there will always be people less fortunate than us. Our dream is to serve the less fortunate and share the benefits of giving by encouraging others to plan to give; so our giving grows exponentially like ripples in the sea of life spreading across the globe.

What is our Plan to Give Process?

It is a loving and living cycle of life. When you do business with us, we in turn, are able to give back and support many great causes in and around the Tampa Bay area. 

Our hope is that through our program, we encourage individuals to become lifelong givers.  It is proven that building a giving methodology into your life will lead to greater happiness and fulfillment.  

Plan to Give - Matt's Core Beliefs

“We don't have to give. It's not a requirement. We have the opportunity to give. God doesn't require anything from us other than our faithfulness.

This is how I am being a good steward, this how I do things so that you know my heart.

If you speak from the heart other hearts hear.”

~ Matthew Michini


The Plan to Give project is a personal endeavor Matt Michini is involved with separate and distinct from his role as a financial professional with Principal Financial Group.  The Plan to Give project is not sponsored, endorsed by or affiliated with any company of the Principal Financial Group®.