Lauren Sugden’s Post

Charitable Giving Made Simple This Holiday Season 🎁 The holidays are the perfect time to give back while staying financially smart. Here’s how you can make a difference: For Individuals: ✔️ Set a giving budget that aligns with your financial priorities. ✔️ Donate appreciated assets like stocks to maximize tax benefits. ✔️ Consider a Donor-Advised Fund for long-term, impactful giving. For Business Owners: ✔️ Support local charities or host a holiday fundraiser. ✔️ Offer employee donation matching programs to inspire giving. ✔️ Plan charitable contributions to optimize year-end tax strategies. Let us help you make generosity a part of your financial plan this holiday season. Looking to give and extra gift this season? Contact us today for guidance tailored to you! #CharitableGiving #HolidayGiving #FinancialPlanning #ForefrontWealthPartners #BusinessOwner #BusinessOwners #GiftGiving

10 days until #GivingTuesday2024! (Umm, why is a financial firm talking about donating to other causes? Make that make sense...) Well, let's talk about it. 1. Giving back is a great way for those in retirement to feel fulfilled 2. Charitable giving is a large part of many financial plans (hello, charitable gift annuities) 3. This might be the legacy our clients want to leave behind, so we are here to help! Americans usually give to charity for two main reasons: to support a cause or organization they care about or to leave a legacy through their support. There are strategic approaches to charitable giving that may still support your long term goals. And yes, it's not a perfect fit for everyone! But for those of you interested, or if you just need more information, let's talk. Call the office to get your review meeting scheduled, and see if #GivingTuesday is for you. (Here's our number for you ;) 732-248-9400) #giving #givingback #charity #charitablegiving

🌟 Want to support those affected by eating disorders? Make an impact every payday with payroll giving! 🌟 Payroll Giving is an easy, tax-efficient way for you to donate to First Steps ED straight from your salary – this means it will cost you less. Why Join? 💲 Tax Benefits: Pre-tax donations make it a smart way to give. ⏱️ Convenience: Set it and forget it! Find out if your workplace has a scheme in place and, if not, you could ask them to set one up. Some employers also offer a ‘matched giving’ scheme where they contribute to a donation at no extra cost to you. If you're an employer, you can allow your employees to support us by registering through an HMRC-approved Payroll Giving Agency (PGA) such as: Charities Aid Foundation (CAF), Charities Trust, or Charitable Giving. #PayrollGiving #SupportFirstStepsED #EatingDisorderAwareness #MakeADifference #TaxEfficientGiving #CorporateResponsibility #GiveBack #EmployeeGiving #CharitySupport #CommunityImpact Charities Aid Foundation (CAF)

Talking of tax (well, I was!)....Budget Day is looming (next week, 30 October). Individuals do not need to pay income tax on charitable donations - that's what Gift Aid is all about. Did you know that the same applies to Capital Gains Tax? If you're lucky enough to have a CGT bill on the horizon, any charitable donations of shares, stocks, property etc will not be included and bring the total down. If you're having a pre-budget think about thresholds and reducing assets and all the fun things, think too about how you can use those assets for good. All charities can benefit, but, if you're after a fully vetted platform of children's charities having a proven impact on young lives across the UK, I know just the place. 😉 You can DM me or contact the Raise Your Hands team. #thinkbiggivesmall

Did you know February is Payroll Giving Month? Payroll Giving (sometimes known as Give as You Earn) is a simple and convenient way to donate to your favourite charities every month. It is a tax-efficient method of making regular donations straight from your gross pay. Some employers will even match your donation, so be sure to ask when you enrol! 🤝💰 With regular giving, you can help us achieve our goals and, together, we will make a difference in creating a more compassionate vegan world. 💖🌍 For more information or help, get in touch with our friendly Fundraising Team at fundraising@vegansociety.com 📥 #PayrollGivingMonth #PayrollGiving

Here are 5 ideas for maintaining a less cluttered home: 1. Keep a bag in the boot of your car for charity donations. As you come across something that is no longer needed, pop it in the bag. When it’s full, drop it off at your nearest charity shop. 2. Practice the 1 in 1 out rule – anything new coming into the home has to be exchanged from something that you no longer need or love. 3. Treat pending school holidays, birthdays and Christmas as good opportunities to sort out possessions that can be passed on for others to enjoy. 4. Engage the rest of the household in the benefits of decluttering their own things (they will know where to find what they want and they may even make some money selling old things). 5. Focus on tackling one room and rotate rooms over the year So what are waiting for… rally your household, pick a room, put some music on and go for it! #beeston #beestonnottingham #decluttering #declutteryourmind #organisedwell

✨ Case Study: How The Care Workers’ Charity Helped Phil and His Family ✨ Phil has been working as a chef in a care home for six years and loves his job, especially being part of a supportive team. His wife also works at the same care home, but on opposite shifts, so they can care for their two young children. Recently, Phil faced a stressful challenge: their family washing machine broke down just before Christmas. As a family of four, they rely heavily on it to keep up with the constant pile of washing. 💬 “We didn’t have the money to replace it straight away. We had to deal with the extra cost and hassle of taking our clothes to a laundrette, which added stress to our already busy lives.” Phil heard about The Care Workers’ Charity through a colleague. Unsure if he’d qualify, he applied for a grant. Within weeks, his application was approved, and he received funding for a new washing machine. 💬 “It made a big difference to my family, and I’m really grateful for their help.” 🚨 Thousands of care workers like Phil need support during tough times. Your donation can help families like his stay on their feet when unexpected costs arise. 💖 Donate today to make a life-changing impact: https://lnkd.in/eJ47WM_q #CareWorkersMatter #SupportCareWorkers #CharityGrants #DonateNow #CareSector #HelpInCrisis #HealthcareHeroes #CareWorkersSupport #CrisisGrant #TheCareWorkersCharity #SupportInTimesOfNeed

Here are 5 ideas for maintaining a less cluttered home: 1. Keep a bag in the boot of your car for charity donations. As you come across something that is no longer needed, pop it in the bag. When it’s full, drop it off at your nearest charity shop. 2. Practice the 1 in 1 out rule – anything new coming into the home has to be exchanged from something that you no longer need or love. 3. Treat pending school holidays, birthdays and Christmas as good opportunities to sort out possessions that can be passed on for others to enjoy. 4. Engage the rest of the household in the benefits of decluttering their own things (they will know where to find what they want and they may even make some money selling old things). 5. Focus on tackling one room and rotate rooms over the year So what are waiting for… rally your household, pick a room, put some music on and go for it! #beeston #beestonnottingham #decluttering #declutteryourmind #organisedwell

July 7th marks the day when Odin's sweet smile left this world. This year, and every year moving forward, let's remember his joy and share his smile with someone who needs one. Together, as champions of the Odin George Foundation, let's celebrate kindness with action. Consider a donation to OGF, knowing your donation will help purchase specialized equipment for children with complex medical needs, support health care workers and fund funeral expenses for families who have lost their champions. Perhaps buy someone's food or drink in the to-go line. Volunteer at a food bank or a charity of your choice. Or go ahead and drop off that clothing donation you've been meaning to get to for some time now. Acknowledge a weary health care worker with snacks, a coffee, or a lunch. In general, be like Odin. Share your smile. Pass it on. Spread goodwill. #complexmedicalneeds #complexmedicalneedschildren #complexmedicalneedsawareness #actofkindness #actofkindness❤️ #actofkindnesschallenge #healthcareworkers #healthcareworkersrock

Have you considered charitable giving as a part of your wealth strategy? Donor Advised Funds (DAFs) offer a multitude of benefits for both donors and recipients. Here’s why DAFs could be the perfect vehicle for your charitable giving: Tax Efficiency: Receive immediate tax deductions while having the flexibility to recommend grants over time. Simplicity: Streamline your giving process—DAFs handle all administrative tasks, from managing donations to distributing funds. Flexibility: Support multiple charities and causes on your own timeline, allowing for thoughtful and impactful giving. Growth Potential: Contributions can be invested and grow tax-free, increasing the amount you can donate to your chosen causes. Legacy Building: Establish a lasting legacy by involving family members in philanthropic decisions and ensuring support for causes you care about for generations to come. If you'd be interested in getting started on your charitable giving journey, reach out to our team and we'd be happy to discuss the options we have available. #Philanthropy #CharitableGiving #DonorAdvisedFunds #TaxBenefits #GivingBack #Legacy --- Would you like to include any specific details or tailor this post to a particular audience?