Charitable giving empowers you to actively engage in causes that matter to you and your family. It reflects your core values while making a significant impact on the community. Take charge and explore how you can make a difference today: https://lnkd.in/guASVNaT #thewoodlands #financialadvisor #newyear
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Charitable giving is a way to leave a lasting legacy that extends beyond your lifetime. Share your values and build a foundation of giving for future generations. Visit https://ow.ly/oyox50U5kmZ to learn how to make an impact that echoes through time. #LegacyOfGiving #GenerationalWealth #TomrenWealthManagement
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Make a difference and boost your bottom line! Discover the 10 benefits of charitable giving for high-net-worth individuals. From tax savings to personal fulfillment, learn how giving back can reward your soul and wallet. Read now and start making a positive impact! https://hubs.ly/Q02C-JFW0 #Philanthropy #WealthManagement #GivingBack
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New Blog Post! Read here: https://lnkd.in/e_tXabeq Leave a legacy that speaks to your values. 🌿 By incorporating charitable giving into your will, you can support the causes you care about and make a lasting impact. Explore how planned giving can balance family support with a meaningful contribution to the community. 💙 #EstatePlanning #CharitableGiving #LegacyPlanning #GiveBack #estateplanningvirginia #estateplanningdc #ReflectionsLifePlanning
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Did you know that there are more charitable organisations in Jersey than there are financial services businesses?! This was just one highlight that the Value of the Third Sector Report launch brought to our attention last week. Click on the link below to our article and learn more about what this report can teach us about the charitable sector and how we can use this information to become more resilient and innovative. https://lnkd.in/eq2YpF9B #thirdsector #islandlife #givingback #communicationsforgood
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Charitable giving is is a great way to end your year with impact; however, December 31st is your last day to take advantage of these tax-saving strategies for 2024! If you need help or want to develop a giving strategy for next year, reach out to our team today for a customized plan!
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🌟 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
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As financial planners, we are advocates for incorporating charitable giving strategies into your financial plan...but there are also other ways you can support local causes to better your community! For Community Service Month, see how you can get involved at one of these awesome organizations, or your own personal favorite. #communityservice #giving #grandjunction
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Charitable giving is a great way to support your community, make an impact, or leave a legacy while also receiving tax benefits. Whether you’re new to charitable giving or have participated in the past, read our newest article for some tips to keep in mind - https://hubs.la/Q02zPR3W0
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Charitable giving isn’t just a kind gesture—it’s a powerful way to make your mark and leave a legacy of compassion. 🕊️ Whether you dream of supporting education, healthcare, or your local community, incorporating charitable donations into your estate plan can ensure your values live on. Here’s how you can get started: 1️⃣ Choose your cause: Identify the organizations or initiatives that mean the most to you. 2️⃣ Explore giving options: Consider donations, setting up a trust, or creating a foundation. 3️⃣ Work with a pro: An estate planner can help structure your plan to maximize its impact while benefiting from tax advantages. Your legacy is more than wealth; it’s the difference you make in the world. 🌟 Schedule a consultation to get started: https://lnkd.in/dk7hB-Vr #CharitableGiving #EstatePlanning #Legacy #Philanthropy #FinancialPlanning #WealthManagement #EstatePlanTips #LeaveALegacy #RetirementPlanning #FinancialFreedom #PlanAhead #TaxBenefits #GenerosityMatters #FuturePlanning
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Today marks the Worldwide Day of Giving! Empower your giving with knowledge! Explore our top tips for giving well and wisely, from researching charities to understanding tax deductions. Make your contributions count and create meaningful change in your community. https://hubs.li/Q02yHCVD0 #Empowerment #CharitableGiving #MakeADifference
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