Cardinal Health’s Post

This holiday season, discover how to make your #charitablegiving more impactful. In our webinar, Revealing the Potential of Charitable Giving, Dave Ragan, CFP®, AIF, and Peter Christian, Tax Advisor, share strategies to optimize your giving, from leveraging Donor Advised Funds to understanding Qualified Charitable Distributions. Watch online anytime and uncover how your generosity can create meaningful change. https://bit.ly/48etemA #holidayseason #financialplanning

For many organizations, the past year or two haven’t painted a rosy picture of charitable giving. But we must confront these difficulties—downturns and any other challenges—head-on. This important article from our latest newsletter will help: https://bit.ly/3BJQf4x

In our latest blog, we're answering the questions fundraisers ask every four years … how will the Presidential Election impact charitable giving and how should you prepare? Check it out.

It’s #NationalEstatePlanningAwarenessWeek, which offers a great reminder about why community foundations like Pasadena Community Foundation (PCF) can be an exceptional partner for those who have charitable intent. Check out six ways PCF can make your #estateplanning flexible and meaningful. https://lnkd.in/gDwJgy97

One of our guiding principles at All Access is: treat charitable organizations as vendors. This can feel cold and calculated, seemingly at odds with the heart we all have for making a difference in the places that need it most. But we want to hold both together: maximize efficiency while retaining relationship. It's deep care AND treating charitable organizations as vendors, so we can foster greater efficiency, transparency, and effectiveness. This approach doesn't mean losing compassion but maximizing the impact of each dollar contributed. It also means far better outcomes for the people we are trying to help. You can read the whole article we recently wrote exploring this very important issue in detail: https://lnkd.in/dQez4Rxq

By choosing 1Password, you've made it possible for us to make a difference and support our employees, communities, and many charitable organizations. Without you, none of it would be possible. Thank you! Learn more about the #1PasswordForGood initiative in our blog post: https://lnkd.in/g4uMspSU

For over 40 years, the Community Foundation has helped donors make the year-end giving season easy and joyful. The end of the calendar year is often when donors think strategically about how to maximize the impact of their charitable dollars, while minimizing their tax burden. To support your end-of-year giving in being tax-wise and making a difference, read ten helpful tips here: https://lnkd.in/gjizhDrt

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

As we head into a presidential election year, the competition for charitable donations is set to intensify. At Whitley Penn, we’re here to help you navigate this challenging landscape and make the most of your contributions. Checkout a few tips to consider and contact our team for personalized advice: https://hubs.li/Q02VJ2TP0

How will your legacy live on after you're gone? 🌱 If there are values, causes, or traditions you want to pass down to your children or community, you can create a living legacy by establishing family trusts, setting up charitable foundations, or endowing education funds. Be intentional with how you shape your lasting impact. Build a legacy that speaks who you are, even when you’re not here. #LegacyBuilding #LastingImpact #SummitPlannersCluster