Donor Money’s Post

Unlock Tax-Exempt Status: Boost Your Charity's Income Discover how securing tax-exempt status can enhance your charity's fundraising efforts. We explore the benefits of being a deductible gift recipient, enabling your donors to enjoy tax deductions while supporting your cause. Elevate your charitable impact today! #NDISProvider #NDISBusiness #ChadwickDigital

Is financially supporting my children helping or hurting them? Can I still afford to donate to charities once I retire? Our intention is, that as a client, you'll leave every meeting with confidence and clear answers to the questions that are important to you. Learn more: https://lnkd.in/dkbkWNP #salomonludwin #howwework #personallyinvested #financialplanning #wealthmanagement Disclosures: https://lnkd.in/ebzAiCsB

From Giving Tuesday to legacy giving, donors have many choices when it comes to charitable gifts. Click here to read our latest article in Pigeon605 about the ways everyone can make an impact. https://lnkd.in/gZH-erv4

Boost your tax benefits while supporting meaningful causes by maximizing your charitable donations. From bunching contributions to making qualified charitable distributions, explore these strategies to optimize your giving. 🎁📈 #CharityStrategy #TaxSavings #GivingBack https://bit.ly/4dO6mMt

Ready to make the most of your charitable donations? Part 2 of our blog series is live! This time, we're diving into Donor-Advised Funds—an impactful strategy that can boost both the amount you give and your tax savings. Check out how to maximize your giving while minimizing your taxes in our latest post: https://lnkd.in/gU4ABy3d #CharitableGiving #FinancialPlanning #TaxStrategies #DonorAdvisedFunds

So you want to want to incorporate more intentional charitable giving into your financial plan but aren't sure where to start. Let's simplify: ♥️ Step One: Ask yourself what causes grab your heart, then follow that thread. 💸 Step Two: Look for organizations that are transparent about their spending and are efficient with the support they receive. 🔎 Pro Tip: For peace of mind when deciding which charities to support, utilize resources like CharityWatch.org, and consider talking to your financial advisor. 👀 Charity Watch Resources for Donors: https://lnkd.in/g2b622D

Tax-Smart Giving: How Qualified Charitable Distributions (QCDs) Let You Donate Tax-Free from Your IRA. For those 70½ and older, QCDs offer a unique way to support charities, lower taxable income, and meet RMD requirements—no itemization needed. Discover the benefits of this powerful giving strategy and how to maximize your charitable impact in 2024. Read this week's blog at the link below: https://lnkd.in/ehznm-uA

Investing for Charities: what's it about? A summary This triangle illustrates how your investment strategy does not sit in isolation, but is directly connected to other charity policies. It is the silver thread running through the book that helps you focus on your beneficiaries and what's best for them. https://lnkd.in/ecBrJxKY

Whether you’re honoring a loved one, creating a legacy or supporting a cause, there are many reasons to give to charity. Here are a few considerations to help ensure the charitable giving strategy you pick helps you make a meaningful impact and aligns with your broader financial goals. https://bit.ly/4fLewGx

Feeling Charitable? Be Sure You Can Substantiate Your Gifts As the end of the year approaches, many people give more thought to supporting charities they favor. To avoid losing valuable charitable deductions if you itemize, you’ll need specific documentation, depending on the type and size of your gift. Here’s a breakdown of the rules: https://lnkd.in/gg-TmEet Contact the office at (925) 944-1881 if you have any questions. #JGRCPA