Financial Advisor | Leader & Strategist | Relationship Builder | Community Leader l Financial Executive
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
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
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
💡 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
“Generosity needs to be taught, it needs to be modelled and it needs to be experienced.” Charitable Impact Founder and father of two, John Bromley, talks about nurturing generosity in kids and why he gives his children a monthly charitable allowance. Watch the full video (2min): https://bit.ly/41WP4YH
This free webinar will cover year-end tax planning, focusing on charitable giving. We’ll show how a donor-advised fund can help you make wise decisions about which charities to support. You'll also see how you can use donor-advised funds to teach your children and grandchildren about philanthropy, and the important role they can play in planning your legacy. https://trib.al/4DOALiE
Managing Partner, Copper Beech LLC | Helping families protect, preserve, and grow their wealth.
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
Chief Compliance Officer, Copper Beech Financial Group, LLC | Helping families protect, preserve, and grow their wealth.
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
Financial Advisor | I help families simplify their finances and maximize their wealth so that they can achieve their most important goals
A private foundation can enable some families to engage in high-impact charitable giving. Discover why these families set up their own foundations—and see if you should consider following suit.
Legacy is about more than just wealth—it's about sharing your values. Involving your children in charitable giving, like through a Donor-Advised Fund, helps pass down those values while creating impact you can witness in your lifetime. Learn more about Donor-Advised Funds here: https://lnkd.in/eUJCptK
By establishing an FFTC Donor Advised Fund, you'll be able to consolidate your charitable efforts into one streamlined process. When it's time to make a difference, effortlessly allocate grants to the organizations that matter most to you – all while enjoying the convenience of a single tax receipt. Learn more by watching this short video on FFTC Donor Advised Funds: https://ow.ly/r22f50RnBfX
