Advisors: Do your charitable clients want to play a role in the economic development of disadvantaged communities? Join us on 11/12 at 1pm ET for a webinar with Chief Legal Officer, Jeffrey Haskell, who will share the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable. Register here >> https://hubs.li/Q02WphDM0 #philanthropy #wealthmanagement #financialadvisors
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Are you planning on incorporating community involvement or philanthropy into your wealth management strategy? Women often prioritize philanthropy and community involvement in their wealth planning. If this sounds like you, creating a plan that includes charitable giving and community support will align with your personal values and create a lasting impact. #Philanthropy #CommunityInvolvement #GivingBack
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Are you planning on incorporating community involvement or philanthropy into your wealth management strategy? Women often prioritize philanthropy and community involvement in their wealth planning. If this sounds like you, creating a plan that includes charitable giving and community support will align with your personal values and create a lasting impact. #Philanthropy #CommunityInvolvement #GivingBack
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Make your mark on the world by incorporating charitable giving into your estate planning. 🌟Learn how a Charitable Lead Trust works in our latest blog - released today! #GivingBack #LegacyImpact # #CharitableGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning
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During this season of giving back, many people seek ways to encourage their family, friends and communities to join them in their charitable giving. This Financial Planning article features TIFIN Give's new capability allowing wealth enterprises and individuals to use donor-advised funds (DAFs) to do exactly that. Rob Burgess Paul Lussow Cor Hoekstra Lynda Lee Katie Gervase Blake Rohde Jeffrey Grossman #wealthmanagement #philanthropy #charitablegiving #donoradvisedfunds
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Charitable trusts offer a unique way to support the causes you care about while providing significant tax benefits for your estate. Our latest blog dives into the role of charitable remainder and lead trusts in estate planning and how they can help fulfill your philanthropic goals. Read the full blog to explore how charitable trusts can benefit your estate plan: https://lnkd.in/ePNdiarB #EstatePlanning #CharitableTrusts #Philanthropy #TaxBenefits #LowthorpRichards #CaliforniaLaw
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ICYM: Are you passionate about giving back to your community or supporting specific causes? A charitable trust can allow you to support your philanthropic goals while offering potential tax benefits. At Sage Legacy Law LLP, we can structure your trust to align with your values and ensure your generosity leaves a lasting impact. Reach out to us to see how we can incorporate charitable giving into your estate plan. #CharitableGiving #Trusts #Philanthropy #SageLegacyLaw
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Estate planning isn't just about providing for your family—it's also an opportunity to support the causes that matter most to you with Will and Trust Planning. By incorporating charitable giving into your estate plan, you can leave a lasting legacy and make a difference in the community. From setting up charitable trusts to bequeathing assets to your favorite nonprofits, your estate plan can reflect your values and create a positive impact for generations to come. Start planning your charitable legacy today! 📞 802-773-4935 💌 hello@willandtrustplanning.com #EstatePlanning #CharitableGiving #LeaveALegacy #Philanthropy #PlannedGiving #FutureGenerations #CommunityImpact #LastingLegacy #WealthManagement #FinancialPlanning #LegacyPlanning #TrustsAndEstates #GivingBack #DonorAdvisedFunds #WillandTrustPlanning
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Maximize the impact of your charitable donations with strategic financial planning. Learn how to balance tax management with support for causes you care about. https://bit.ly/3Q2N10u #Philanthropy #WorthAdvisors #TaxBenefits
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Maximize the impact of your charitable donations with strategic financial planning. Learn how to balance tax management with support for causes you care about. https://bit.ly/3Q2N10u #Philanthropy #WorthAdvisors #TaxBenefits
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Charitable giving is evolving, and understanding the trends shaping philanthropy is more important than ever. Foundation Source’s latest outlook, The Growing Power of Giving, explores key insights from recent giving activity and highlights what to watch for in 2025. Check it out below!
Today we released The Growing Power of Giving: An Outlook from Foundation Source CEO Joseph Mrak, which analyzes recent charitable giving activity and outlines the salient trends that will impact the philanthropic ecosystem in 2025. Check it out below, and check out our new 2024 Guide to the Giving Season here >> https://lnkd.in/e34Q76eV #philanthropy #givingseason #charitablegiving #philtech
