If you are an Estate Planning Attorney and want to learn more about helping your clients find solutions that align with their Catholic faith, join us for this free webinar!
Join Knights of Columbus Charitable Fund for this free webinar for Estate Planning Attorneys! Help your clients align their estate planning goals with their Catholic values. Join us for this webinar and ensure that your clients’ charitable work continues for future generations. Register today! https://bit.ly/4bq9qxf
Creating a family foundation is a powerful way to align your family’s values with your philanthropic goals. It offers a structured approach to managing, growing, and distributing wealth, while fostering collaboration towards shared charitable objectives. Additionally, family foundations provide an excellent opportunity to teach younger generations about wealth management and responsibility. #NationalPhilanthropyDay
Integrating philanthropy into your estate plan can unite your family across generations, instill shared values, and provide tax benefits. Learn how charitable trusts, family foundations, and donor-advised funds can help build a lasting legacy. Engaging children in giving fosters responsibility and ensures your philanthropic vision endures. Find out more about strategic philanthropy in family estate planning. #Estateplanning https://lnkd.in/gR4YNc5D
We are thinking of our favorite causes and organizations today, National Philanthropy Day. Click the link in comments to learn how you can include charitable giving in your retirement and estate plan.#nationalphilanthropyday #financialplanning #visioncapitalmanagement #visioncapitalpdx
🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory
🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory
How are you navigating the 4 Interchanges, you, your family, your business and your ownership?
🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory
Maximize your giving and minimize your taxes! ❤️ 🤝 Check out our latest episode of the Q&A Corner, where our advisor, Nick Norvell, breaks down Qualified Charitable Distributions (QCDs) and discusses how they can benefit both you and your favorite charities. https://lnkd.in/gpiCEpWR #retirement #philanthropy #financialplanning
🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory
Give back while growing your wealth. 🙌 Explore the benefits of charitable giving and how to maximize your impact. Schedule a consultation with our financial advisors to discuss your charitable giving goals. 📞 (979) 865-0660 📍 18 N Harris St. Bellville, Texas 77418 🌐 www.mcbyrdwealth.com #CharitableGiving #Philanthropy #WealthManagement #HighNetWorth #FinancialPlanning
Relationships matter. For nearly 100 years, The Community Foundation has helped professional advisors like you help clients achieve their charitable goals, locally and beyond. Through our Advisor Managed Fund program, you can manage your clients’ charitable assets with the continued customized investments your clients prefer. Learn more: https://ow.ly/konW50PYfLj #NationalEstatePlanningAwarenessWeek #EstatePlanning #CharitableGiving #EstatePlanning #Legacy #LegacyPlanning
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