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Charitable giving is about more than just tax benefits—it's about making a meaningful impact on the causes you care about. In our latest blog, we explore how to maximize the tax advantages of your donations without losing sight of the true purpose of giving. Whether you're considering donor-advised funds or Qualified Charitable Distributions (QCDs), we'll guide you through strategies to ensure your contributions are as effective as possible. Let your generosity lead the way, and we'll help you navigate the financial side Click here- https://lnkd.in/gyqKHj6m

Enhance your impact and your opportunity to capture tax benefits with the power of strategic giving. Click here 🔗https://hubs.la/Q02xk8G60 to read the article by Wealth Manager, Zac Saunders, Ed.D., CFP®, AAMS®, on how Donor Advised Funds, Qualified Charitable Distributions, and donating appreciated investments might be the right choice for you and your financial plan.

🚨 New Episode Alert! 🚨 This week on Proactive Tax Strategies, I sit down with Aleksander Dyo, Managing Director of Wealth Excel, to dive into the powerful yet often overlooked strategy of charitable gift financing! Tune in to learn about the key principles and incredible benefits of this approach and discover how you can maximize your tax savings while boosting your charitable contributions. Plus, we explore ways you can fulfill your philanthropic dreams and create a lasting legacy. Don't miss out on this enlightening conversation! Tune in here: https://lnkd.in/eHgX_cqR #ProactiveTaxStrategies #WealthManagement #CharitableGiftFinancing #TaxSavings #LeavingALegacy

'Tis the season for giving—and it's the perfect time to make your charitable contributions truly count. With so many opportunities to give back this year, how can you help ensure your donations have the greatest impact?   In this episode of Mindful Money, host Sam McElroy reveals expert tips on how to give strategically, not only supporting the causes you care about but also aligning your generosity with your financial goals as we close out the year.    🎙 Click on the link below and scroll down to hear the episode! https://lnkd.in/eqNRzeqy #charitablegiving #financialplanning #financialliteracy

Looking to make your charitable giving more tax-efficient? By utilizing tax-intelligent strategies such as gifting appreciated assets or setting up donor-advised funds, you can maximize the impact of your donations while reducing your tax burden. It's a smart way to align your philanthropic goals with financial planning. Learn more about how to make the most of your charitable contributions with our blog: https://lnkd.in/eVWw9B59

Waiting until the end of the year to discuss charitable gifts with clients is like... Waiting until your kids are seniors in high school before you start to think about how you'll fund their college education. Building transformational gifts takes time. Takes vision. Takes planning. It takes a team to help a donor visualize the impact they can make and construct the gift in a way that best accomplishes the needs of the organization as well as their own. I'm working to bridge the gap between development professionals and financial advisors to create a donor/client experience that is smooth and impactful for everyone. Step 1 in the process: Be proactive with clients about discussing their charitable giving. #philanthrovising

This week on FIN-LYT by Equilibrium Wealth Advisors, join Jamison Smith and me as we dive into the world of charitable giving for high net worth and high-income earners. Our discussion highlights a crucial insight: many individuals miss out on potential tax savings from charitable donations due to incorrect structuring❗ While the intent to help is paramount, optimizing tax benefits can significantly enhance the impact of your generosity. Don't miss out on this opportunity to learn more about how to structure your charitable giving to maximize your impact and tax benefits. WATCH/LISTEN NOW: https://lnkd.in/eVEEdfQJ

“Unlock the Benefits of a Charitable Remainder Trust (CRT): Tax Savings, Lifetime Income, and a Lasting Legacy” Are you considering a Charitable Remainder Trust (CRT) as part of your financial or estate planning? A CRT can offer significant tax benefits, provide a lifetime income stream, and allow you to leave a lasting charitable legacy. It’s a valuable strategy for those selling a business or looking to make tax-efficient donations. To learn more about how a CRT can help you achieve these goals and whether it’s right for you, contact JN Private Wealth Management, LLC for an initial consultation—no cost, no obligation. Interested in the full article? Reach out, and we’ll be happy to share it with you! https://lnkd.in/eSqu7iyH

Estate planning is not just about distributing assets; it's about creating a legacy. By incorporating charitable giving into your estate plan, you can support causes close to your heart and make a lasting impact on your community. **Why Consider Charitable Giving?** 1. **Support Meaningful Causes**: Ensure that your values and passions continue to thrive. 2. **Tax Benefits**: Charitable donations can provide significant tax advantages for your estate. 3. **Legacy Building**: Leave a lasting mark and inspire future generations. **Steps to Get Started:** 1. **Identify Charities**: Choose organizations that align with your values. 2. **Consult Professionals**: Work with estate planners and financial advisors to structure your gifts effectively. 3. **Communicate Your Wishes**: Clearly outline your intentions in your will or trust. By thoughtfully planning your estate and including charitable gifts, you can create a brighter future for both your loved ones and the causes you care about.

#question for group TELL ME MORE: why you should add this invitation to your fundraising vocabulary   You suggest: "You might be thinking of creating a donor advised fund or a family foundation."   Donor replies: "It’s interesting you mention that. My accountant wants me to find a way to reduce the size of my estate and has suggested I find a charitable strategy to help with that. My lawyer wants me to start a family foundation."   As a gift planning detective, what are your follow-up questions?  I’ll share mine later this week and we’ll all learn from one another.