Ginger and Tall’s Post

In this episode of LEGACY LESSON, Jason Marx explains the critical differences between wills and trusts through the story of Margaret, a widow ensuring her estate is distributed to her children and charity.   To start your estate planning journey, or update your existing documents, you can reach out to Jason here: https://bit.ly/3zIAjP2   #EstatePlanning #WillVsTrust #LEGACYLESSON #JasonMarx #TaxTrustsEstates #FinancialPlanning

Did you read about the recent Hilton family trust contest? My Kiplinger article explores the importance of clear communication and estate planning to avoid family conflict. In the case of the Hilton family, Barron Hilton left 97% of his estate to charity, which conflicted with his children's wishes. By following the tips in this article, you can help protect your loved ones and ensure your legacy is preserved. Check out the article here: https://lnkd.in/g2yV7qUk

Interested in finding out more about making the future better for the next generations? Have a little look-see below, because I am doing a TedX talk. Am I full of fear? Yups. Am I doing it anyway? Yes, because this is something that should be near, dear and important to us all. p.s. this is also part of a pact with the young people of Lincoln that we support...if I do this, this year, they've promised to put themselves forward next year ;) so make sure you keep supporting tedx if you want to find out more about being a brilliant and wholesome citizen and ancestor for the folx of Lincoln from the people most effected by policy gaps and choices! #intergenerationalsocialcontract #TedX #RaisingYoungVoices #BetterForEveryone #WhoIsAllThisFutureFor LocalMotion Shooting Star - PR, Marketing, Digital

Don’t let common estate planning mistakes jeopardise your legacy. As a Mason, you’ve dedicated your life to charity—ensure your personal affairs are equally well-planned. Protect your loved ones with comprehensive estate planning. For more information, visit https://lnkd.in/gcN8R2Tt or call 0800 776 5033. #TempleEstatePlanning #FuturePlanning #SecureYourLegacy #PlanAhead #EstatePlanningExperts #EstatePlanning #LegacyProtection #Masons #FinancialSecurity

Understanding and maintaining your public support status is crucial to enjoying the tax benefits of a public charity. In their upcoming UST Education webinar, J. Calvin Marks and Andrew Hassler, CPA will discuss ways organizations may “pass” the public support test and preserve their public support status. #NonProfitTax #PublicSupport #Charity

You can learn more about our "why" by reading the late Yiota Clayton's purpose for the charity in her own words here: https://ow.ly/R8JC50ShgSY. #cquence #cquenceaustralia

"How can I build trust and confidence with the public?" Trustees have a significant role to play in helping to build trust and confidence with the public In fact, as part of their role and responsibility within the charity, building confidence and trust can come through many means. For example, to build trust, trustees should: 🔹Manage funds appropriately 🔹 Uphold the charity’s reputation 🔹 Avoid unnecessary risk 🔹 Be clear in communications 🔹 Build an emotional connection More questions? See if they are answered here 👉 https://lnkd.in/ejGeREgr

I'm pleased to share the latest blog from YGAM, where they reflect on the outcomes of their governance review. This review was a deep dive into the processes that shape how the organisation operates and ensures it continues to deliver on its mission. I had the privilege of collaborating with Daniel Francis to conduct this governance review for NCVO. Together, we explored the ways in which effective governance can drive long-term impact and empower organisations to serve their communities more effectively. The blog shares key insights from the review process, lessons learned and the importance of codifying strong practice to strive for excellence within charity governance. I encourage you to read the full post for more details on the outcomes of the review 📝 🔍 If you are looking to strengthen governance within your organisation NCVO offers expert governance reviews tailored to your needs. Our reviews help organisations assess their governance structures, identify areas for improvement, and ensure they’re equipped to navigate future challenges. Get in touch to learn more and start your journey toward stronger, more effective governance!

Useful FREE Webinars...