Last month our #proper amazing team went above and beyond to raise money for #ChildreninNeed. The EH Smith Charitable Trust have kindly matched the amount, upping the total to £2,500! A massive well done team! 👏 #ThrowbackThursday BBC Children in Need
Well done E H Smith 👏👏
Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, John and Michael Parise 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
Managing Partner, Copper Beech LLC | Helping families protect, preserve, and grow their wealth.
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
Chief Compliance Officer, Copper Beech Financial Group, LLC | Helping families protect, preserve, and grow their wealth.
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
North Carolinians proved to be less than half as charitable in their giving during 12-month period that ended June 30. Pullback from $58.05M in 2023-23 to $27M in 2023-24 was disclosed in annual report from the Charitable Solicitation Licensing Division. https://lnkd.in/g2RpyXqn
Did you know? Our 2024 Annual Charities Report provides an overview of the Bureau of Corporations and Charitable Organizations’ administration of Pennsylvania’s charitable solicitation law and helpful information for consumers making charitable-giving decisions. Learn more: https://lnkd.in/eSEXksN2
Qualified charitable distributions (QCDs) offer a tax-efficient way for individuals aged 70½ or older to support their favorite charities directly from their IRAs. Learn more about the benefits and strategies involved. https://hubs.li/Q030hTqM0
As we approach year-end, a credit card contribution to your donor-advised fund (DAF) is an efficient strategy for any last-minute charitable giving. Learn more on Giving Season Central: https://bit.ly/35s7kwh #GivingSeason #Philanthropy
Financial Planning For Individuals Ages 55 and Older Transitioning Into Retirement
This week, I discuss how qualified charitable distribution (QCD) can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of giving. QCDs allow individuals, starting at age 70½ and older, to make tax-free donations directly from an IRA to a qualified charity. https://lnkd.in/eEQ2GRSH
This week on The Living Market, Philip and special guest Aurèle outline the tax benefits of charitable giving: https://ow.ly/NWeJ50TXlUV Subscribe, rate and review now. #TheLivingMarketPodcast #IGWealthManagement #tax #donations #charitablegiving
Beginning in 2023, taxpayers will be allowed to make a one-time, $50,000 distribution to charities through charitable gift annuities, charitable remainder unitrusts, and charitable remainder annuity trusts. Read more 👉 https://bit.ly/437EZbn #IndividualTaxChanges #IndividualTaxChangesFor2023 #TaxChanges #CharitableGiftAnnuities #ProvideRetirementBenefits
Relationship Manager at Cancer Research UK (Coventry & Warwickshire)
2wThat's fantastic 🧸 Huge well done to EH Smith Builders Merchants