John J Parise’s Post

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, John and Michael Parise break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

Want to see your money better the world but not sure where to start? M Wealth Advisors can help! Common charitable giving vehicles include Private Foundations, Donor Advised Funds (DAF), Charitable Remainder Trusts (CRT), and Charitable Lead Trusts (CLT). Learn more at

🛎️ Gather round. It’s time for some #Charitableadvice! I am sure I am not the only one who gets asked to donate at the checkout while shopping. What do you think about it? Getting money to charities is important, and many of us don’t think about giving to charity unless we are prompted to do so. From this perspective, I think giving at checkout can be useful. But here’s the thing: the charities at the checkout are chosen for you, not by you. Giving becomes more meaningful and infectious when we choose to give to something we love. We’re also more likely to make this kind of giving a part of our lifestyle. Like any sport or hobby, choosing to focus on what interests us most is partly what brings us back to things time and time again. “By doing what you love, you inspire and awaken the hearts of others.” —Satsuki Shibuya Find out what else I think on the topic of point-of-sale fundraising! 🎥 👇 #CharitableGiving #ImpactAccount #Nonprofit #Tax #MakeADifference

🎙️ As the end of the year approaches, many folks have charitable giving on the mind. In this episode, Scott and Philip discuss how you might be able to use your IRA when making contributions to your preferred charities by utilizing qualified charitable distributions, or QCDs. Scott and Philip discuss what a QCD is, the requirements and limits around QCDs, and the financial advantages of utilizing QCDs. They wrap up by discussing the kinds of charities that qualify for a QCD. Join them as they pack a lot of information into this short Daily Drive episode! https://lnkd.in/ew5nRy8F

💡 How do we get our kids ready for a future where they’re thoughtful about giving and smart with money? One way is through charitable giving. By empowering our kids with small amounts of money that must be given away, we can teach them money skills while they explore the causes they care about. When we help kids develop their giving muscles, they learn that they can actually take action and help the world around them become a better place. When I look around at all the adults I know, I wish more of them had been exposed to learning about giving when they were younger. Giving charitably isn't just a value and way of life; it's a skill that takes practice. #FinancialLiteracy #Generosity #Parenting #Philanthropy #Impact #charitableallowance

Advisors: If you have clients who own a traditional or inherited IRA and do not rely on the income from those accounts, a Qualified Charitable Distribution is an excellent opportunity to maximize their tax savings while supporting their favorite charities. Learn more: https://lnkd.in/gW2jFU65

Want to see your money better the world but not sure where to start? M Wealth Advisors can help! Common charitable giving vehicles include Private Foundations, Donor Advised Funds (DAF), Charitable Remainder Trusts (CRT), and Charitable Lead Trusts (CLT). Learn more at

Charitable remainder trusts can provide income to your beneficiaries for a set time, then ultimately support your chosen charities. Begin your journey toward creating one today at hello@ab-firm.com.

‘Tis the season for giving but for many auto body shops, creating a year-round charitable giving program can have many benefits. Learn more on why and how auto body shops can build charitable giving into their business plan at https://ow.ly/7BJl50Ub82S #nationaloak #nationaloakdistributors