Helia Singh (M.S. in Maths and Finance, DFP, CBC, MAICD)’s Post

When planning to leave a legacy, consider more than just cash donations. 🏦💡 1. Understand the tax benefits of different giving methods. 2. Choose a cause close to your heart. ❤️ 3. Consider a trust for ongoing contributions. 4. Involve your family in the decision. 👨👩👧👦 5. Consult with experts to maximize impact. Charitable giving should fit into your estate plan like a puzzle piece, ensuring your generosity lasts and your legacy shines. ✨ Get help now to align your giving with your goals. 📜🖋️ Get help now 👉https://lnkd.in/gxg6Y87i #CharitableGiving #EstatePlanning #LawFirm #EstateLaw #EstateLawyers #yeg #yyc #yvr #reddeer

Give Back and Save! Thinking about giving back this season? Charitable donations don’t just help those in need—they can also help you come tax time! If you itemize your deductions, those donations could lower your taxable income. It’s a win-win! But before you start writing checks, let’s make sure your giving strategy aligns with your financial goals. Ready to make the most of your generosity? Schedule an appointment today and let’s plan your charitable giving for maximum impact—both for you and your favorite causes. Link in bio🗓️#2ndstorywealth #CharitableGiving #TaxDeductions #GiveBack

The holiday season isn’t just about giving gifts - it’s also a perfect time to teach children about generosity and financial responsibility. By involving kids in charitable giving, you can help them understand how money can make a difference. Whether it’s choosing a charity together, donating a portion of their allowance, or volunteering as a family, these experiences teach empathy and create lifelong habits of kindness. Start the conversation this holiday season and help your children build values that last a lifetime. Learn more here: https://lnkd.in/eWHev9j2 #PersonalFinance #TobiasFinancialAdvisors #FinancialPlanning #HolidaySeason #TeachingKidsMoney #SeasonOfGiving

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

Give Back and Save! Thinking about giving back this season? Charitable donations don’t just help those in need—they can also help you come tax time! If you itemize your deductions, those donations could lower your taxable income. It’s a win-win! But before you start writing checks, let’s make sure your giving strategy aligns with your financial goals. Ready to make the most of your generosity? Schedule an appointment today and let’s plan your charitable giving for maximum impact—both for you and your favorite causes. Link in bio🗓️#2ndstorywealth #CharitableGiving #TaxDeductions #GiveBack

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

You can get creative with giving with a donor advised fund. If you have the ability, show younger family members how contributing noncash assets, like stocks, can multiply the impact your generosity is having. When it is time to recommend grants, The Signatry’s online platform has a nonprofit search tool that allows you to view vetted charities working in similar fields. If you decide to support multiple nonprofits, it is easy to submit multiple grant recommendations in one place rather than juggling many different websites and giving statements. #givingback #assetmanagement #wealthmanagement

Check out this great resource from a few weeks back—watch the webinar, view the slides, or read the article. It offers three ways to help you, your clients, or your donors strategies for year-end giving.

Simplify your charitable giving with NCF's Giving Funds! Discover how our donor-advised funds can help you: ✅ Manage all your giving from any device ✅ Reduce paperwork ✅ Maximize your impact for causes you care about Watch this quick video to learn why Giving Funds are becoming the go-to charitable vehicle for generous givers across America.