Craig Babineaux, CPA/PFS, CFP®’s Post

Charitable Giving is part of Your Financial Plan Giving to causes you care about is satisfying, but are making the most of your donations? Watch this video to see how using smart philanthropic strategies can help you maximize the benefits of giving. https://lnkd.in/eSuM_5ca

Not every strategy will suit everyone, and what makes sense for you may change from year to year. To develop a charitable giving plan that aligns with your financial and philanthropic goals, work with a financial planner. Our advisors are always here to help you navigate through important decisions regarding charitable giving strategies. Read the full blog post: "Strategic Charitable Giving: Exploring Planned Giving Options and Tax Advantages" at https://bit.ly/49BMP0R.

Charitable Giving is part of Your Financial Plan Giving to causes you care about is satisfying, but are making the most of your donations? Watch this video to see how using smart philanthropic strategies can help you maximize the benefits of giving. https://lnkd.in/e7yeuPTg

As the end of the year approaches, strategic charitable donations offer a meaningful way to give back while helping maximize your tax benefits. With Packard Advisory, you can be confident that your year-end giving is thoughtfully planned to align with your financial goals and philanthropic vision. Discover how we can help make your charitable giving more impactful—visit us at packardadvisory.com. #packardadvisory #charitablegivingtips #taxsmartgiving #wealthmanagement #retirementplanning #yearendfinancialplanning #financialgoals #charitableimpact

Charitable Giving is part of Your Financial Plan Giving to causes you care about is satisfying, but are making the most of your donations? Watch this video to see how using smart philanthropic strategies can help you maximize the benefits of giving. https://lnkd.in/e7yeuPTg

Maximizing the impact of your charitable donations requires strategic planning. At Crossvine A Financial Planning Firm, we assist our clients in developing personalized charitable giving plans that align with their financial objectives. Let us help you make a significant difference while enjoying the benefits of tax-efficient giving. Contact us at (940)767-0303 to learn more. #TeamCrossvine #InvestorBehavior #CharitableGiving #TaxPlanning

As we approach 2025, you may be thinking about what strategic philanthropic move is right for you. Our latest blog explores donor-advised funds (DAFs) and what you should know about this charitable gifting option: https://lnkd.in/gfkhTVp6

Exciting news! Our very own Bryan Cassick, MBA, CFP® was featured in TheStreet’s latest article on how to maximize your impact this Giving Tuesday! 📰💡 In the article, Bryan shares valuable insights on maximizing charitable giving. Check out the full article to learn more tips from Bryan and other certified financial planners on how to make the most of your donations this Giving Tuesday. https://lnkd.in/eCRU8Bmc #GivingTuesday #CharitableGiving #FinancialPlanning #TheStreet #WarrenStreet

Understanding how charitable giving fits into your overall financial strategy can provide significant benefits. Charitable donations not only support meaningful causes but can also help in managing your taxable income. Our team at Crossvine is equipped to help incorporate philanthropic efforts into your financial plan, providing a balanced approach to both giving and tax planning. Learn more at https://lnkd.in/gn8HHFtP #TeamCrossvine #InvestorBehavior #CharitableGiving #TaxPlanning