Kiplinger’s Post

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/Lbsq30sGTs4

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/tCTo30sGME1

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/ACZt30sHjxz

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/Ng0v30sGLP2

Today is #GivingTuesday, the day for generosity! Do you know how your clients will be giving today? Millions of Americans right now are giving to causes they care about. Help your clients make the most of it by leveraging donor-advised funds (DAFs) to streamline their charitable giving. A DAF simplifies year-end contributions, ensures tax efficiency, and allows flexibility in selecting recipient charities. For clients who don’t yet have a DAF, there’s still time. We recommend establishing a donor-advised fund no later than December 16 to ensure they’re ready to give strategically during this Giving Season. Learn more: https://bit.ly/40ZzL32

As year-end approaches, many individuals begin to consider their charitable goals. Thinking through philanthropic goals can get confusing between how much to give, who to give it to, and what mechanism to gift through. While some people like making outright gifts to charities, others may still want additional benefits to their charitable giving. One strategy to give to charity is through a Charitable Remainder Trust (CRT), you will find our whitepaper discussing this strategy. This whitepaper explains the pros and cons of CRTs and why they might make sense for families.

The TCJA will come to an end in 2025 unless it is extended. In a recent conversation with Providence Business News, Carolyn Leslie from CBIZ talked about the possible effects of this expiration on charitable contributions. She also offers advice to clients about making charitable donations, considering these upcoming changes. Read here https://okt.to/nWqDSl #TaxCuts #charitablegiving #TCJA

As year-end approaches, many individuals begin to consider their charitable goals. Thinking through philanthropic goals can get confusing between how much to give, who to give it to, and what mechanism to gift through. While some people like making outright gifts to charities, others may still want additional benefits to their charitable giving. One strategy to give to charity is through a Charitable Remainder Trust (CRT), you will find our whitepaper discussing this strategy. This whitepaper explains the pros and cons of CRTs and why they might make sense for families.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/FNIs50TwEJO

Maximize the impact of your charitable donations this year! From charitable trusts to appreciated stock donations, our blog highlights the best tax-efficient giving strategies. Don’t miss these insights as we enter the season of giving! Check it out here: https://buff.ly/3BtxP86 #CharitableDonations #WealthManagement #TaxEfficientGiving #GivingBack #FinancialGoals