🎧 New Podcast Episode! 🎧 Episode 6 – Understanding the Hidden Costs for Charities in Leasing a Building In this insightful episode, Simon Taylor (Head of Property Advisory, Ethical Property Foundation) and Sue Boyall (Partner, Excello Law) explore the often-overlooked costs that charities face when leasing a building. 🏢💡 We dive into essential topics including: 💰 Service Charges, Rates & VAT – Understanding these critical costs and their impact on your charity’s budget 📑 Heads of Terms (HOTs) – The importance of getting it right upfront to avoid surprises later 🔍 Extra Costs – Recognising additional expenses beyond rent ⚖️ Variable vs. Controlled Costs – What to know about rent reviews and cost fluctuations 🧾 Insurance & Rates Relief – Navigating insurance costs, tenant responsibilities, and available reliefs for charities 🧐 Lease Literacy – Why thoroughly reading your lease is crucial to avoid costly assumptions Plus, we share practical tips on managing these financial obligations and ensuring your charity’s financial health! 💡📊 With grateful thanks to our funders, Garfield Weston Foundation and City Bridge Foundation, for their support in making this possible. 🌟🙏 🎧 Listen Now to avoid unexpected financial burdens and take control of your charity’s property lease! ⬇️ https://lnkd.in/etcYw3vZ #CharityFinance #PropertyLeasing #Nonprofit #FinancialManagement #PropertyAdvice #EthicalPropertyFoundation #Podcast #CharitySupport #VAT #ServiceCharges #LeaseLiteracy #SustainableCharities
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🎙️ New Podcast Episode Alert! 🎙️ If you've been thinking about how to give back in ways that align with your values and make the most of financial planning tools, this episode of The Green Zone Podcast is for you. In this episode – “𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐆𝐢𝐯𝐢𝐧𝐠: 𝐇𝐨𝐰 𝐓𝐨 𝐂𝐡𝐨𝐨𝐬𝐞 𝐂𝐚𝐮𝐬𝐞𝐬 & 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐓𝐚𝐱 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬” – we share insights on how to bring purpose and impact into your charitable giving strategy. From donor-advised funds to Qualified Charitable Distributions (QCDs), there are options that not only benefit the causes you care about but can also support your overall financial goals. Tune in to learn how philanthropy can become a meaningful part of your legacy, creating potential benefits for both your family and the organizations you believe in. Whether you’re an experienced giver or just beginning your journey, there’s something valuable for everyone in this conversation. 🎧 Listen here https://ow.ly/aqnQ50U5ilw #CharitableGiving #Charities #Taxes #YearEndGiving #FinancialAdvisor #FinancialTips #HoustonFinancialAdvisor #FinancialPodcast
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🎙️ New Podcast Episode Alert! 🎙️ If you've been thinking about how to give back in ways that align with your values and make the most of financial planning tools, this episode of The Green Zone Podcast is for you. In this episode – “𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐆𝐢𝐯𝐢𝐧𝐠: 𝐇𝐨𝐰 𝐓𝐨 𝐂𝐡𝐨𝐨𝐬𝐞 𝐂𝐚𝐮𝐬𝐞𝐬 & 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐓𝐚𝐱 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬” – we share insights on how to bring purpose and impact into your charitable giving strategy. From donor-advised funds to Qualified Charitable Distributions (QCDs), there are options that not only benefit the causes you care about but can also support your overall financial goals. Tune in to learn how philanthropy can become a meaningful part of your legacy, creating potential benefits for both your family and the organizations you believe in. Whether you’re an experienced giver or just beginning your journey, there’s something valuable for everyone in this conversation. 🎧 Listen here https://ow.ly/GqRS50U5ily #CharitableGiving #Charities #Taxes #YearEndGiving #FinancialAdvisor #FinancialTips #HoustonFinancialAdvisor #FinancialPodcast
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Did you know the pro’s and con’s of each donor type (i.e., government, corporations, foundations, individuals)? To kick off the series on building your “Skills & Mindset” on our “Affordable Housing & Real Estate Investing” podcast, we are SO honored to welcome Jen Aintablian (@**humanitarian.investor ) to share an insider’s perspective into the world of fundraising as a nonprofit, NGO, or charity!** Having raised over $50M herself, she dove deep into how to attract and retain donors, as well as the pro’s and con’s of each donor type. Follow Jen today @**humanitarian.investor** on IG! DISCLAIMER - all information & details shared are meant to be for entertainment purposes only. this is not legal, financial, insurance, tax, or investment advice. this is not a solicitation for any investments and should not be construed as such in any form. All investments have risks. This is not an offer to purchase securities. #FundraisingHacks #DonorSuccess #CharityTips #GovernmentGrants #CorporateFunding #PersonalDonations #NonprofitGrowth #FundraisingSecrets #InspiringStories #CharitySuccess #Individualdonor #AffordableHousing #Section8 #GivingBack #realestate #podcast
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This isn't a bragging self congratulatory post. Although it should be 😊 It's about what makes most industries tick- Storytelling. Here’s one- A large nonprofit was referred to us. They had a very significant fire loss and were being non-renewed. The quote their broker sent them had a $100k deductible and a 150% increase 😠 We secured six-digit savings with a 10k deductible- How? By telling a (believable!) story- Yes, there was a fire, but this was the only claim in 38 (!) years of operations and here's the specific things they've done to prevent any others. Yes, the buildings aren't brand new but here's the specific upgrades they've made and the receipts to prove it. What's the craziest story you've told? #storytelling #nonprofit #insurance #underwriting
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A brand new episode of our award-winning Ditch the Suits Podcast is out now! Co-hosts Travis Maus, AIFA, and Steve Campbell discuss practical actions that individuals can take before the end of the year, emphasizing the importance of understanding capital gains and the potential benefits of tax loss harvesting. The discussion highlights the distinction between short-term and long-term capital gains and the associated tax implications, guiding listeners to make informed decisions about their investments. Moreover, Travis and Steve introduce charitable giving strategies, such as Qualified Charitable Distributions (QCDs) and Donor Advised Funds (DAFs), which can empower listeners to support their favorite causes while optimizing their tax situations. You still have a few more weeks to take action and improve your taxable situation. Take a listen to Ep.144 of Ditch the Suits, out now! #taxes #capitalgains #rentalproperties #rental #podcast Listen to the full episode at https://lnkd.in/eJbmk4yJ
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🌟 How can charitable giving align with your financial goals and create lasting impact? In our latest Green Zone Podcast episode –“𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐆𝐢𝐯𝐢𝐧𝐠: 𝐇𝐨𝐰 𝐓𝐨 𝐂𝐡𝐨𝐨𝐬𝐞 𝐂𝐚𝐮𝐬𝐞𝐬 & 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐓𝐚𝐱 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬”– we dive into the strategies behind purposeful philanthropy. A thoughtful approach to giving isn’t just about generosity—it’s about aligning your values with financial objectives and making the most of tools like Donor-Advised Funds and Qualified Charitable Distributions. Whether you're looking to support a cause close to your heart or want to learn how charitable giving can potentially benefit your tax strategy, this episode offers valuable insights. 🎧 Tune in to hear how you can make every gift meaningful and impactful—now and in the years to come. https://ow.ly/Oira50U5it1 #CharitableGiving #Charities #Taxes #YearEndGiving #FinancialAdvisor #FinancialTips #HoustonFinancialAdvisor #FinancialPodcast
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Are you leaving money on the table with charitable giving? In our latest podcast, we explore tax-efficient strategies to help you maximize your impact and save on taxes—all without sacrificing generosity. Listen now and learn how to make your giving work smarter for you and your favorite causes: https://buff.ly/40WD2zO #CharitableGiving #TaxEfficiency #DonorAdvisedFunds #WealthPlanning #FinancialAdvice #SmartGiving #Generosity #WealthManagement #TaxPlanning #BaseWealth
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🌟 How can charitable giving align with your financial goals and create lasting impact? In our latest Green Zone Podcast episode –“𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐆𝐢𝐯𝐢𝐧𝐠: 𝐇𝐨𝐰 𝐓𝐨 𝐂𝐡𝐨𝐨𝐬𝐞 𝐂𝐚𝐮𝐬𝐞𝐬 & 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐓𝐚𝐱 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬”– we dive into the strategies behind purposeful philanthropy. A thoughtful approach to giving isn’t just about generosity—it’s about aligning your values with financial objectives and making the most of tools like Donor-Advised Funds and Qualified Charitable Distributions. Whether you're looking to support a cause close to your heart or want to learn how charitable giving can potentially benefit your tax strategy, this episode offers valuable insights. 🎧 Tune in to hear how you can make every gift meaningful and impactful—now and in the years to come. https://ow.ly/FZzK50U5it3 #CharitableGiving #Charities #Taxes #YearEndGiving #FinancialAdvisor #FinancialTips #HoustonFinancialAdvisor #FinancialPodcast
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Are you leaving money on the table with charitable giving? In our latest podcast, we explore tax-efficient strategies to help you maximize your impact and save on taxes—all without sacrificing generosity. Listen now and learn how to make your giving work smarter for you and your favorite causes: https://bit.ly/4eLVwq6 #CharitableGiving #TaxEfficiency #DonorAdvisedFunds #WealthPlanning #FinancialAdvice #SmartGiving #Generosity #WealthManagement #TaxPlanning #BaseWealth
Understanding Donor Advised Funds for Charitable Giving
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Time management as a creative is something a lot of us struggle with. We put together, 5 actionable steps to managing your time effectively. You're welcome! . . . #nonprofit #eleazaralliance #timemanagementskills #timemanagement #careerdevelopment
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