SMD intends to establish an SMD Impact Pool™, beginning with a commitment of 2% of eligible SMD revenue, with the long-term aspiration to grow that commitment as the company grows and becomes financially sustainable.
Our Legacy Planning experience also gives individuals the opportunity to voluntarily designate a portion of their intended legacy toward the Impact Pool — beginning at 2% and potentially reaching 20% or a personally chosen amount.
Because legacy is not only about what we leave behind.
It is also about what we choose to create while we are here and what we want to continue after us.
SMD helps people Document, Designate and Define their digital lives, assets, responsibilities and intentions. Through VIP, they can also define the impact they want their legacy to have.
We believe that giving should be intentional, responsible and measurable.
SMD VIP identifies projects that demonstrate meaningful, measurable and responsible impact. Each project must be evaluated through a structured qualification process rather than selected solely on personal preference or emotional appeal.
Behind every impactful project are people willing to create change. SMD recognizes Very Impactful People who demonstrate integrity, commitment, leadership and a genuine desire to improve the lives of others.
SMD intends to begin with a commitment of 2% of eligible SMD revenue toward qualifying VIP Projects, subject to financial sustainability and appropriate governance. As SMD grows, our long-term aspiration is to increase toward 20% when financially responsible and operationally appropriate.
Individuals participating in SMD Legacy Planning may also voluntarily designate a portion of their intended legacy toward the Impact Pool.
Participation is voluntary. SMD does not determine a client's values or charitable intentions. The client decides. SMD provides the framework.
Every proposed VIP Project is evaluated using the SMD VIP Impact Score™. Each category is scored from 1–5.
| Category | Weight | |
|---|---|---|
| Impact | 20% | |
| Integrity | 15% | |
| Reach | 15% | |
| Sustainability | 15% | |
| Transparency | 15% | |
| Alignment | 10% | |
| Need & Leverage | 10% |
SMD believes legacy is more than the transfer of assets after death. Legacy can be expressed through the choices we make while we are alive.
Our role is to help individuals: