Community, will you join us in flipping the script?! Traditionally, one of the most popular days of charitable giving, Giving Tuesday, falls after consumer focused Black Friday and Cyber-Monday. Giving First Day flips that script in support of organizations that depend on gifts during this season. Before the hustle and bustle of the traditional shopping weekend, will you reflect on the needs of our community and consider how you could invest in your own values? Put Your Philanthropy First by Giving First. #GivingFirstDay
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Traditionally, one of the most popular days of charitable giving, Giving Tuesday, falls after consumer-focused Black Friday and Cyber-Monday. Giving First Day flips that script in support of organizations that depend on gifts during this season. Before the hustle and bustle of the traditional shopping weekend, will you reflect on the needs of our community and consider how you could invest in your own values? Put Your Philanthropy First by Giving First. #GivingFirstDay https://lnkd.in/e3kCbXwA
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Traditionally, one of the most popular days of charitable giving, Giving Tuesday, falls after consumer focused Black Friday and Cyber-Monday. Giving First Day flips that script in support of organizations that depend on gifts during this season. Before the hustle and bustle of the traditional shopping weekend, will you reflect on the needs of our community and consider how you could invest in your own values? Put Your Philanthropy First by Giving First #givingfirstday https://lnkd.in/e3kCbXwA
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Charitable Giving: It’s not one size fits all Being a philanthropist is not based upon a dollar value contributed. It is a blend of how you give whatever matters to you. This can be your time, talent, treasure, ties, or how you share your testimony about the causes you care about. Giving traditions may be a big part of philanthropy as well. However, how these values translate into action and impact varies widely from person to person. And that’s a good thing! Read More of Laura’s Blog at https://bit.ly/3MjQBRH
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Vivify partnered with Green Umbrella Regional Climate Collaborative and Greater Cincinnati Foundation to discuss ways to maximize charitable giving. 🎥 To help our weakening attention spans, I'm sharing three short, but informative clips from the webinar! 2️⃣ This second clip highlights the Qualified Charitable Distributions and my adoration for them! ❓ I'm curious: ❓ How are advisors making this opportunity known for clients who don't donate enough to itemize their deductions and therefore don't typically think to bring up charity in their financial planning discussions?
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Planning to do some charitable giving this holiday season? Here are five tips to get you started! 1. Use the Nonprofit Giving Center to find and support local causes that matter to you. 2. Work with an advisor to create a giving strategy that maximizes tax benefits AND impact. 3. Create a legacy of giving through your estate plan. 4. Simplify your giving by setting up a donor-advised fund or recurring donations. 5. Involve those closest to you and share your giving journey to inspire others. And remember, we’re here to help you establish a giving strategy that works for you and your community! https://buff.ly/49HyQpY
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At the DeNovo Advisory Group, we are excited to celebrate November as a month dedicated to giving, reflecting on the importance of generosity, and contributing positively to our community. We have the unique opportunity to guide our clients not only towards successful outcomes but also towards making a positive impact in the world. Here are a few steps to begin incorporating charitable giving into your long-term goals: 1. Identify your values 2. Set a budget 3. Research organizations 4. Plan your giving 5. Get involved 6. Monitor and adjust By integrating charitable goals, we can help our clients leave a lasting legacy and make a difference in the communities they care about. #DeNovoAdvisory #FinancialPlanning #CharitableGiving
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Every year, #GivingTuesday marks a day where we focus less on gifts under the tree, and more on making impact in our community. Last year, U.S. donors gave $3.1 billion on this day. Charitable giving can a big part of Financial Planning, maximizing the impact your wealth has in your community and minimizing your tax bill. Strategies like a Donor Advised Fund, Qualified Charitable Distributions, and direct gifts can be amazing tools for those looking to make an impact this Giving Tuesday. How do you plan to make an impact this year?
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🌟 Unlock the Power of Giving with Charitable Remainder Unitrusts (CRUTs)! 🌟 Curious about how CRUTs can help you support your favorite charities while enjoying significant tax benefits? 🤔💰 Our latest blog post dives deep into: 1️⃣ What CRUTs are and how they work 2️⃣ Their primary purpose in philanthropy 3️⃣ The impressive tax savings advantages 4️⃣ Who can benefit from them 5️⃣ Notable figures who utilize CRUTs 6️⃣ Potential drawbacks if used solely for tax savings Whether you're a seasoned philanthropist or just starting your charitable journey, this guide is for you! 💖✨ 👉 Read the full post on oldmoneycapital.com - https://lnkd.in/gE2vqzhm #CharitableGiving #TaxSavings #Philanthropy #CRUT #FinancialPlanning #WealthManagement
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As the 3rd quarter comes to an end, a friendly reminder to those in organizations with matching gift programs to seize the opportunity to make a charitable contribution. Don't forget to submit the necessary paperwork for a matching gift. Supporting organizations that aid our communities is crucial. How do you plan to give back?
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April is Community Service Month! This month, we celebrate all you do to give back to your community! If charitable giving is a part of your service to your community, contact our advisory team at 941.932.4822 to discuss a strategy to help make the most of your gift! #charitablegiving #communityservice #thankyouvolunteers #volunteerspirit #soundadvice #soundwealth #soundwealthmanagement #morethananame #morethanjustourname
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