Jessie Legaree’s Post

I find it inspiring to see how Mountain View Printing & Graphics Ltd. has been quietly making a difference in our community by supporting organisations like Inn from the Cold, Calgary Food Bank, Calgary Humane Society, and Kingdom Coffee to name a few... How do other businesses out there integrate giving back into their business models? Whether it's through charitable donations, volunteering, or other forms of support, I'd love to hear about the creative ways companies are making a positive impact. #Question: As a small business, what unique approaches do you take to give back to your community, and how do you balance this with the demands of running your business? Is this something even on your radar? #yyc #GivingBack #CommunityImpact #SmallBusiness #CorporateResponsibility

💰 𝐌𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 📈 Profit isn't just about financial success—it's a reflection of our commitment to ethical excellence, social responsibility, and sustainable growth. 💼💚 We integrate ethical standards into every operation and decision, and our initiatives include community outreach, charitable donations, and sustainable practices. 🌱💡 Join us in our mission for positive change! 🌟 #SustainableGrowth #SocialResponsibility #PositiveChange #BuildingTheFuture

Join Brian Lynn in our final 2024 video as he shares insights on gratitude and delves into the bullish market, stressing the importance of reviewing your personal risk assessment. He also highlights essential timely topics such as strategic planning, RMDs, tax preparations, and the joys of charitable giving. Our active involvement with a diverse range of charitable organizations across South Jersey allows us to contribute meaningfully to causes that matter. Together, let's embrace the future with optimism and a shared commitment to making a difference! Check out our full video series here: https://lnkd.in/eJxZNyHa #MarltonNJ #FinancialAdvisor #BullMarket

💰 𝐌𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 📈 Profit isn't just about financial success—it's a reflection of our commitment to ethical excellence, social responsibility, and sustainable growth. 💼💚 We integrate ethical standards into every operation and decision, and our initiatives include community outreach, charitable donations, and sustainable practices. 🌱💡 Join us in our mission for positive change! 🌟 #SustainableGrowth #SocialResponsibility #PositiveChange #BuildingTheFuture

Is "the elderly" considered a charitable class for 501(c)(3) purposes? If so, what types of services can be provided in connection with housing, and how old does an individual need to be to be considered elderly? This 2004 IRS Exempt Organizations CPE Text provides a helpful introduction to the senior housing industry and interacts with various 501(c)(3) concepts that come up in this context.

"Proud to share our step-by-step timeline for a community-centered initiative focused on maximizing charitable impact during the holiday season. This Gantt chart illustrates each phase of our journey, from setting clear goals to mobilizing support and ensuring resources reach those in need. Every step is dedicated to creating real, positive change for our communities. Looking forward to building together and supporting each other in ways that matter!"

Advisors, did you catch the latest issue of our Advisor Insights newsletter? This quarter, we're addressing three tax-time questions that are top of mind for advisors, as well as some of the most common scenarios where philanthropy can be a solution for your clients. You'll also read about the advantages of gifting private company interests prior to a sale. Access the full issue here: https://lnkd.in/gfWAfZp3 You can also sign up to receive future newsletters and strategic tips about charitable giving that you can use to serve your clients: https://lnkd.in/eQvBZj4p

Last week, we shared information on a Spendthrift Trust. This week, we are looking at a Family Advancement Sustainability Trust (FAST). As you plan for future generations, consider preparing your heirs to manage wealth responsibly, promoting family values, or encouraging charitable giving. A FAST can be a valuable tool in achieving these objectives. https://hubs.la/Q02SLxKV0

Last week, our MD, Pete Evans had a great conversation with Mike Quate and Rachel Smith about One for the City. One for the City lets businesses commit either 1% of their revenue or profit to charities in Leeds.  The organisation is inspired by 1% for the planet but focuses on Leeds.  It also helps address the the growing gap between the business economy and the people suffering hardship in Leeds because of their socio-economic circumstances. Business isn't just about making money and whilst our MD, Pete Evans is from the other side of the Pennines, it is great to be giving back to the city where the business is now based. The manifesto of One for the City is:- 1) Champion business to become a force for good which benefits wider society and the environment 2) Create a community of businesses committed to growing a more inclusive economy 3) Increase collective giving to charitable and social causes in the city 4) Provide a platform for which businesses can centrally contribute their financial donations 5) Illustrate the impact made businesses supporting the 1% model If you are interested in knowing more then reach out directly to Mike Quate

Well, the revised Gatsby Charitable Foundation Benchmarks are out and I have to say they leave a lot of questions about how FE/ITP’s are going to manage them. Particularly, if we are to take the wording literally in accordance with @thecdi & The Careers & Enterprise Company definitions of ‘personal guidance’ and ‘qualified adviser’. Lets see if we get some guidance on how those marks can be met in a massively underfunded and under resourced sector?