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We’ve made it through the busy Giving Season, but giving doesn’t stop there—it’s a conversation for all year long. In this video, Jim Park of Park Wealth Management, shares how donor-advised funds (DAFs) help him have deeper, more meaningful conversations with clients about their legacy, their impact, and what truly matters to them. Start the new year by sparking these important conversations with your clients: https://bit.ly/4iE5qgK

Today is the last day to contribute to a donor-advised fund (DAF) and secure 2024 tax benefits! Make sure you help your clients contribute to their #DAF before tomorrow: https://bit.ly/3MJhZIM #Philanthropy #DAFs #CharitableGiving

Did you know that helping clients implement philanthropic strategies won’t reduce your assets under management? In fact, it can make you the hero they never knew they needed. With trillions of dollars preparing to move from one generation to the next, advisors who can educate clients on meaningful, tax-savvy giving strategies will stand out from the crowd. At Ren, we specialize in helping you seamlessly incorporate charitable giving into your client conversations without jeopardizing your AUM. https://bit.ly/4a16gjv

Tomorrow is the deadline to secure 2024 tax benefits with a donor-advised fund (DAF). If your clients already have a DAF, they can contribute now and lock in their tax advantages, even if they decide on charities later. Ren and Renaissance Charitable make the process smooth, stress-free, and simple. Help your clients wrap up the year with confidence and maximize their giving strategy before the end of the year: https://bit.ly/3MJhZIM #TaxPlanning #WealthManagement #YearEndGiving #DAFs

There are six days left to get 2024 tax benefits! By contributing to a #DonorAdvisedFund (#DAF) before 12/31, your clients can enjoy tax advantages and greater flexibility in their charitable giving. As an advisor, DAFs offer more unique strategies to maximize your clients’ wealth and impact. Learn more: https://lnkd.in/g-xNnjzb #DAFs #TaxBenefits #WealthManagement #Philanthropy #GivingSeason

Year-end is next week, but there’s still time to help your clients reduce their 2024 taxable income! If they already have a #DonorAdvisedFund (#DAF), additional contributions can be made until 12/31 for this tax year. We offer the ultimate DAF solutions to guide advisors and clients alike. Take action now—fund a DAF before 12/31 to secure those tax benefits: https://bit.ly/3OHz32T #TaxPlanning #FinancialAdvisors #WealthManagement

Did your client achieve a major financial milestone this year? A #DonorAdvisedFund (#DAF) offers a smart way to turn their success into meaningful giving while managing tax obligations. Help your clients plan strategically, minimize taxes, and support the causes they value. Learn more: https://bit.ly/3MJhZIM #DAFs #WealthManagement #Philanthropy

Year-end is here, and the latest "Philanthropic Insights" has everything you need to support your clients through the Giving Season rush. From understanding 2024 #DonorAdvisedFund (#DAF) rules and contribution limits to navigating last-minute giving opportunities, this issue is packed with actionable insights.

Give your clients flexibility in year-end giving! A #DonorAdvisedFund (#DAF) lets them lock in 2024 tax benefits while keeping control over charitable contributions. Contribute by 12/31. Learn more: https://lnkd.in/g-xNnjzb #DAFs #WealthManagement #TaxPlanning #YearEndGiving

Curious about donating crypto? With valuations soaring, a #DonorAdvisedFund (#DAF) is a tax-smart way to make an impact. Ren and RCF simplify crypto donations, helping reduce capital gains taxes while supporting meaningful causes. Get the FAQ: https://bit.ly/4eBeZda #Philanthropy #CryptoGiving