Cheryl Jankowski’s Post

As you read up on techniques to structure philanthropy plans for your high-net-worth clients, we recommend reviewing the potential impact of the estate tax exemption 'sunset', as well as making sure you're one of just half of advisors who are truly helping their clients with charitable giving in the first place. The team at the Foundation is happy to help you start the philanthropy discussion with clients; we understand that it's not always easy, but it is so important.  Here's an interesting article about 'The Sunset' - https://loom.ly/KL--6yg

"Proud to share our step-by-step timeline for a community-centered initiative focused on maximizing charitable impact during the holiday season. This Gantt chart illustrates each phase of our journey, from setting clear goals to mobilizing support and ensuring resources reach those in need. Every step is dedicated to creating real, positive change for our communities. Looking forward to building together and supporting each other in ways that matter!"

Join Brian Lynn in our final 2024 video as he shares insights on gratitude and delves into the bullish market, stressing the importance of reviewing your personal risk assessment. He also highlights essential timely topics such as strategic planning, RMDs, tax preparations, and the joys of charitable giving. Our active involvement with a diverse range of charitable organizations across South Jersey allows us to contribute meaningfully to causes that matter. Together, let's embrace the future with optimism and a shared commitment to making a difference! Check out our full video series here: https://lnkd.in/eJxZNyHa #MarltonNJ #FinancialAdvisor #BullMarket

💰 𝐌𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 📈 Profit isn't just about financial success—it's a reflection of our commitment to ethical excellence, social responsibility, and sustainable growth. 💼💚 We integrate ethical standards into every operation and decision, and our initiatives include community outreach, charitable donations, and sustainable practices. 🌱💡 Join us in our mission for positive change! 🌟 #SustainableGrowth #SocialResponsibility #PositiveChange #BuildingTheFuture

Advisors, did you catch the latest issue of our Advisor Insights newsletter? This quarter, we're addressing three tax-time questions that are top of mind for advisors, as well as some of the most common scenarios where philanthropy can be a solution for your clients. You'll also read about the advantages of gifting private company interests prior to a sale. Access the full issue here: https://lnkd.in/gfWAfZp3 You can also sign up to receive future newsletters and strategic tips about charitable giving that you can use to serve your clients: https://lnkd.in/eQvBZj4p

💰 𝐌𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 📈 Profit isn't just about financial success—it's a reflection of our commitment to ethical excellence, social responsibility, and sustainable growth. 💼💚 We integrate ethical standards into every operation and decision, and our initiatives include community outreach, charitable donations, and sustainable practices. 🌱💡 Join us in our mission for positive change! 🌟 #SustainableGrowth #SocialResponsibility #PositiveChange #BuildingTheFuture

Is "the elderly" considered a charitable class for 501(c)(3) purposes? If so, what types of services can be provided in connection with housing, and how old does an individual need to be to be considered elderly? This 2004 IRS Exempt Organizations CPE Text provides a helpful introduction to the senior housing industry and interacts with various 501(c)(3) concepts that come up in this context.

PHILANTHROPY AND FINANCIAL LEGACY Philanthropy is a meaningful way to leave a lasting financial legacy while positively impacting society. Individuals can incorporate charitable giving into their economic plans through donor-advised funds, charitable trusts, or direct contributions to causes they care about—the tax benefits of philanthropy, including potential deductions and estate planning advantages. Start a charitable giving plan, choose the right causes, and involve family members to create a lasting impact.

In the tapestry of family dynamics, common interests such as a family business, a cherished cottage, or a shared charitable cause, serve as threads that bind generations together. Yet, it's not uncommon for these very threads to become points of contention.   Embracing stewardship over ownership can transform these potential conflicts into opportunities for collaboration and growth. It encourages a mindset where preserving and nurturing family legacies for future generations becomes the collective goal.   As we navigate the complexities of intergenerational stewardship, let's remember that the true value lies not in the assets we hold, but in the relationships we build and the legacy we leave behind. #FamilyBusiness #LegacyBuilding #Stewardship Visit our website at: https://lnkd.in/dQS3UPxV Download our Whitepaper: https://lnkd.in/enbG29Bb

With less than a week to go, don’t forget to join us for our webinar ‘Philanthropy Advice: Is Your Knowledge Meeting Client Needs?’ on the 19th April from 12:00-1:00pm!   Recent research from the Charities Aid Foundation (CAF) revealed a strong interest among high-net-worth individuals, particularly younger generations, in assistance with charitable giving. More than half of 18-34 year-old high-net-worth clients said an adviser could help with their philanthropy. However, a separate CAF study found that only 5% of advisers are ‘very confident’ discussing philanthropy.   As a financial adviser, how well are you meeting this demand? Join this webinar to explore opportunities to provide advice, build client relationships, and stay ahead of the competition by offering innovative and trustworthy giving solutions for your clients.   Register to attend for free here: https://lnkd.in/e7vvvwsb #Philanthropy #FinancialAdvice #Tax #PrivateClient #TL4 #VirtualEvents   Joe Crome, CAP®, Georgina Guy, Andrea Solana, CFP™, Maddi Briggs, James Baldwin-Webb, Anne-Sophie Hofmann