Chris Mensi’s Post

Do you know who the number one target audience is for a securing a bequest in fundraising? Single, childless women are most likely to have a charitable bequest in their estate plan. Other important considerations: ▫️ When donors add a bequest, annual giving goes up almost 80%! ▫️ A majority of bequest are donors aged 80+. ▫️ Surprisingly, only 9.4% of people aged 50+ include a charitable element in their estate plan. Many people might not think they have the capability but with proper planning they can feel confident about their giving strategy. There are several different tools to help you reach your philanthropy goals. Let’s visit about your options.

Charitable giving is about more than just tax benefits—it's about making a meaningful impact on the causes you care about. In our latest blog, we explore how to maximize the tax advantages of your donations without losing sight of the true purpose of giving. Whether you're considering donor-advised funds or Qualified Charitable Distributions (QCDs), we'll guide you through strategies to ensure your contributions are as effective as possible. Let your generosity lead the way, and we'll help you navigate the financial side Click here- https://lnkd.in/gyqKHj6m

🌟 Attention Nonprofits! 🌟 As we approach this year's tax deadline, it’s crucial to engage with your donors about planning for next year. Educating your donors on the tax benefits of charitable giving can enhance donor contributions! 💡 Here's an impactful approach: Distribute a note to your donors, emphasizing the strategic benefits of planning their donations for the next tax year. This showcases your commitment to donor relations and provides valuable insights into making the most of their generosity. 💌📊 🔍 What should your message include? -Information on the benefits of tax-efficient giving -Personalized strategies to align their donations with financial goals -Updates on the impact their contributions are making This is a golden opportunity to deepen your relationship with your donors, helping them understand how their support can be both impactful and financially beneficial. 🌍❤️ Need a template or inspiration, DM me. What tax smart gifts are you talking about? #Nonprofit #Charity #TaxSaving #Philanthropy #MakeADifference

Has your boss ever asked you to put together a quick report on all the company's charitable donations over the past 3 months? And then asked you to filter them by company pillar or department? 🤯 You know the drill - scrambling to pull data from multiple sources, formatting it just right, and hoping you don't miss anything critical. It's enough to make your palms sweat! But what if we told you there's a better way? Our reporting functionality makes it easy to generate comprehensive overviews of your company's charitable impact, all in just a few clicks. No more frantic data gathering or formatting headaches. Just insightful, ready-to-present reports that showcase your organization's generosity from giving to volunteering to corporate grants. Reclaim your time and confidently share your company's philanthropic achievements. Let's chat about how we can streamline your reporting needs. https://lnkd.in/grhE4TbU #CorporatePhilanthropy #CSR #EmployeeEngagement #SocialImpact #CharitableImpact

Love Makes the World Go ‘Round: The Power of Charitable Bunching In a world filled with challenges, the power of love and compassion shines through the act of giving. One impactful approach is Charitable Bunching, a strategic way to amplify philanthropic efforts. By consolidating several years of planned donations into a Donor-Advised Fund, individuals not only enjoy significant tax benefits, but also ensure sustained support for their chosen causes. Charitable bunching aligns with financial goals, maximizes tax deductions, and fosters a legacy of generosity within families. It's a testament to how strategic giving can create a ripple effect of positive change, touching lives and communities globally. As financial advisors, we have the opportunity to guide clients toward making meaningful impacts through their philanthropy. Explore the potential of charitable bunching and transform love into action. #Philanthropy #CharitableBunching #StrategicGiving #LoveInAction

In my latest episode of Women's Money Wisdom, I'm joined by philanthropist Aly Sterling, President and Founder of Aly Sterling Philanthropy, to discuss the transformative power of philanthropic giving. Aly shares powerful insights from her experience in facilitating major gifts while offering guidance on how to make your charitable donations more strategic. In this thought-provoking conversation, you’ll discover how to maximize your philanthropic impact, whether you’re giving millions or just starting your charitable journey. Listen and Learn: 💌 How to make your charitable donations more strategic and impactful 💌 The benefits of giving during your lifetime vs. leaving a philanthropic legacy 💌 Tips for maximizing tax advantages when making charitable contributions Listen here: https://lnkd.in/gdQ5XqPq

🌟 Unlock the Power of Giving with Charitable Remainder Unitrusts (CRUTs)! 🌟 Curious about how CRUTs can help you support your favorite charities while enjoying significant tax benefits? 🤔💰 Our latest blog post dives deep into: 1️⃣ What CRUTs are and how they work 2️⃣ Their primary purpose in philanthropy 3️⃣ The impressive tax savings advantages 4️⃣ Who can benefit from them 5️⃣ Notable figures who utilize CRUTs 6️⃣ Potential drawbacks if used solely for tax savings Whether you're a seasoned philanthropist or just starting your charitable journey, this guide is for you! 💖✨ 👉 Read the full post on oldmoneycapital.com - https://lnkd.in/gyc3F5gw #CharitableGiving #TaxSavings #Philanthropy #CRUT #FinancialPlanning #WealthManagement

Is your organization effectively collecting data to measure and convey your impact? Grant makers and individual donors appreciate seeing the impact of their charitable gifts and grants, but it can be challenging for nonprofits to establish processes for collecting relevant information or dedicate staff to the task. Join us for our #philwebinar on September 19th and learn from our expert guests how to build measurement system that produce reliable and timely data to impress supporters and ignite interest in your organization. Register today to save 20%! 👉 https://bit.ly/46xVY90

🌟 Unlock the Power of Giving with Charitable Remainder Unitrusts (CRUTs)! 🌟 Curious about how CRUTs can help you support your favorite charities while enjoying significant tax benefits? 🤔💰 Our latest blog post dives deep into: 1️⃣ What CRUTs are and how they work 2️⃣ Their primary purpose in philanthropy 3️⃣ The impressive tax savings advantages 4️⃣ Who can benefit from them 5️⃣ Notable figures who utilize CRUTs 6️⃣ Potential drawbacks if used solely for tax savings Whether you're a seasoned philanthropist or just starting your charitable journey, this guide is for you! 💖✨ 👉 Read the full post on oldmoneycapital.com - https://lnkd.in/gE2vqzhm #CharitableGiving #TaxSavings #Philanthropy #CRUT #FinancialPlanning #WealthManagement

Estate planning is not just about distributing assets; it's about creating a legacy. By incorporating charitable giving into your estate plan, you can support causes close to your heart and make a lasting impact on your community. **Why Consider Charitable Giving?** 1. **Support Meaningful Causes**: Ensure that your values and passions continue to thrive. 2. **Tax Benefits**: Charitable donations can provide significant tax advantages for your estate. 3. **Legacy Building**: Leave a lasting mark and inspire future generations. **Steps to Get Started:** 1. **Identify Charities**: Choose organizations that align with your values. 2. **Consult Professionals**: Work with estate planners and financial advisors to structure your gifts effectively. 3. **Communicate Your Wishes**: Clearly outline your intentions in your will or trust. By thoughtfully planning your estate and including charitable gifts, you can create a brighter future for both your loved ones and the causes you care about.