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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.
If charitable giving is on your client’s radar, consider having a conversation about establishing a donor-advised fund or another type of charitable giving account through Greater Horizons. Check out our guide for tips on talking to clients about donor-advised funds and their charitable legacies: https://lnkd.in/gajJnxbe
#FoundationFriday A private foundation can be a powerful vehicle for charitable giving, but sometimes the process of managing the foundation’s affairs can diminish the joy of giving, or become a burden for subsequent generations to maintain. We’ll handle the administration while you focus on mission. Learn more about our family foundation services at https://ow.ly/kQbn50QZzNZ
Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/lCrF30sGMur
Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/pVMa30sGOZm
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
North Carolinians proved to be less than half as charitable in their giving during 12-month period that ended June 30. Pullback from $58.05M in 2023-23 to $27M in 2023-24 was disclosed in annual report from the Charitable Solicitation Licensing Division. https://lnkd.in/g2RpyXqn
The Financial Side of Charitable Giving There are many ways to give to different charities. Today Brad Connors of iWealth covers the financial side of charitable giving for those who are inclined. Watch the full video here: https://lnkd.in/g_VnG9Um
The Financial Side of Charitable Giving There are many ways to give to different charities. Today Brad Connors of iWealth covers the financial side of charitable giving for those who are inclined. Watch the full video here: https://lnkd.in/gS6hPN4D
The Financial Side of Charitable Giving There are many ways to give to different charities. Today Brad Connors of iWealth covers the financial side of charitable giving for those who are inclined. Watch the full video here: https://lnkd.in/gS6hPN4D
Business Development Officer - Savant Wealth Management. Helping successful individuals and families find and connect with the resources they need to create their ideal futures.
Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/UZRM30sH7mp
