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There is a need for individualized and informed discussions about philanthropy, but research shows wealth advisors don’t always center their clients’ experiences, nor do they have the knowledge base of charitable giving and organizations. Check out this article: https://lnkd.in/dy3FH9Xr #philanthropy #CharitableGiving #GivingCompass #ImpactfulGiving

Giving back is more than just a charitable act; it's a powerful force that fosters community, builds empathy, and drives positive change. Generous acts can be contagious. When people see others giving back, they are often inspired to do the same. Philanthropy can address systemic issues by funding initiatives that tackle root causes of problems. This leads to long-term, sustainable improvements in society. #givingback #charity #philanthropy #makeadifference #community #positivechange #sustainableimpact #getinvolved #bethechange

Planning for the future is about more than securing your own legacy—it’s also an opportunity to make a lasting impact through charitable giving. At Rossway Swan, we help clients incorporate charitable donations into their estate plans, enabling them to support causes close to their hearts while achieving financial and tax benefits. With thoughtful planning, your estate can continue to contribute to the community and the values you cherish long after your lifetime. Our estate planning team, including Michael Swan and Ryan Cook, works closely with clients to create customized strategies that align with both their personal and philanthropic goals. We help you maximize the positive impact of your legacy, ensuring that your contributions are meaningful and enduring. Let Rossway Swan guide you in leaving a legacy that makes a difference. #EstatePlanning #CharitableGiving #LegacyPlanning #LeaveALegacy #RosswaySwan #Philanthropy #EstateLaw #PlannedGiving #TrustsAndEstates #FinancialPlanning #CommunityImpact #GiveBack #TrustAttorney #WillPlanning #LastingImpact

I'm committed to encouraging open conversations about end-of-life planning and legacy preservation. I came across this article that highlights the importance of philanthropic endeavours in wealth management discussions and the significant impact they can have on both clients and charities. Legacy giving is gaining traction among HNWIs! (STEP Journal). It offers tax benefits & long-term support for causes one cares about. Thanks for sharing your insightful article, Sianne Haldane! Some key takeaways for me: Financial advisors have a growing opportunity to integrate philanthropic discussions into wealth management strategies. ESG investing and sustainability considerations are driving regulations that encourage advisors and clients to discuss values-based investing, which can naturally lead to conversations about charitable giving. It's a win-win situation for both charities and donors. Legacy giving is an important source of income for charities, while donors benefit from tax advantages and the satisfaction of supporting causes they care about. Legacy giving isn't just for the wealthy; it's a simple and effective way for individuals to make a lasting impact on the causes they care about. As we continue our mission at Elifa to empower individuals and families to plan for the future with confidence, let's embrace legacy giving as a powerful tool for positive change in our communities.  #legacyplanning #philanthropy #elifa #endoflifeplanning #wealthmanagement #endoflife #socialimpact #impact

Thinking about making a difference through charitable giving? 🌟 Check out our latest article on the 4 key considerations to maximize your impact: https://lnkd.in/gdeXf4XU Thoughtful planning can help you create stronger communities and a better world. 🌍 Read more now! #CharitableGiving #Philanthropy #GivingBack #CommunityImpact #WealthManagement

Another thing that can be impactful for your kids is making charitable contributions. By including charitable bequests in your estate plan, you can support causes that are important to you. This not only furthers those causes but also instills a sense of philanthropy in your heirs. You can establish trusts or foundations or simply give to the organizations you care about. This creates a lasting impact for those organizations and your family, encouraging future generations to continue philanthropic endeavors and make a positive difference in the community. Supporting those in need or the causes you believe in is powerful, whether through time or money. Listen to the full episode for more insights. Reference link in the first comment. #EstatePlanning #CharitableGiving #Philanthropy #Legacy #FamilyValues #Trusts #Foundations #CommunitySupport #FutureGenerations #GivingBack

The greatest investment you will ever make. Wise insight from a “human investment advisor”. Watch this TED talk to learn more and be inspired. Thanks Frank Patka and Changing Patterns, Inc for the important work you are doing. We support you and believe in you. https://lnkd.in/gVAr43DY

Estate planning isn't just about providing for your family—it's also an opportunity to support the causes that matter most to you with Will and Trust Planning. By incorporating charitable giving into your estate plan, you can leave a lasting legacy and make a difference in the community. From setting up charitable trusts to bequeathing assets to your favorite nonprofits, your estate plan can reflect your values and create a positive impact for generations to come. Start planning your charitable legacy today! 📞 802-773-4935 💌 hello@willandtrustplanning.com #EstatePlanning #CharitableGiving #LeaveALegacy #Philanthropy #PlannedGiving #FutureGenerations #CommunityImpact #LastingLegacy #WealthManagement #FinancialPlanning #LegacyPlanning #TrustsAndEstates #GivingBack #DonorAdvisedFunds #WillandTrustPlanning

Are you deciding between a Foundation and a Charitable Trust for your philanthropy? 🤔 We put them side by side and show you what you need to know: 🔹 Foundations: Operate like a powerful, legally established entity—think of it as a robust nest egg managed by a board, ideal for broader philanthropic activities. They can be public, funded by many, or private, supported by individuals or families. 🏢 🔹 Charitable Trusts: These are more focused, operating through trustees without a separate legal identity, directing assets strictly for specific charitable causes. Perfect for those who want to maintain control over targeted philanthropy. 🌱 Each has its unique structure and benefits, so choose the one that aligns best with your vision for change! Explore more about Charitable Trusts vs Foundations: Benefits and Differences ➡ https://lnkd.in/geumgYdW #Philanthropy #FoundationVsTrust #CharitableGiving #nonprofitorganization #MelbourneAccountants

Charitable contributions are essential for high-net-worth (HNW) households, often extending far beyond direct gifts. Exploring alternative avenues for philanthropic giving not only maximizes impact but can also optimize tax benefits for the wealthy. In our latest article, we delve into strategies such as: Establishing donor advised funds, which provide flexibility and strategic giving options. Creating private foundations to establish a lasting philanthropic legacy. Setting up charitable trusts for structured giving. Donating luxury assets. These options empower HNW individuals to make a significant difference in their communities while aligning with their financial goals. Discover how these approaches can elevate your philanthropy and create lasting positive change. https://ow.ly/VWTN50SV1sc #PlannedGiving #philanthropy #HNWI