Lindsey & Lindsey Wealth Management’s Post

As the year comes to a close, it's time to think about year-end giving strategies. Charitable donations not only support causes close to your heart but can also provide valuable tax benefits. Stay tuned this month as we share tips to help you maximize your impact! #YearEndGiving #TaxPlanning #AscentWealthManagement

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

There’s still time to help your clients reduce their 2024 taxable income before the year ends! With a #DonorAdvisedFund (#DAF), clients can contribute now and receive immediate tax benefits, all while deciding on charitable donations later. We offer the tools to help you manage assets while making a real charitable impact. Learn more about how to contribute before 12/31: https://bit.ly/3OHz32T #TaxPlanning #WealthManagement #CharitableGiving #YearEndGiving

Giving back can do good for both the community and your tax return! Charitable donations made before December 31 may qualify for tax deductions, which could reduce your taxable income. Whether you’re supporting a favorite cause or donating appreciated assets, we can help you understand how to maximize the benefits of your generosity. Reach out for guidance on making the most of your year-end charitable contributions!

Considering a tax-smart way to maximize your community impact? Charitable Bunching might just be the answer! Instead of spreading out your charitable donations over several years, consolidate them into a single year. By doing so, you can exceed the standard deduction threshold, potentially unlocking bigger tax benefits. Contact your accountant to see if this strategy could benefit you and your goals. #CharitableGiving #FinancialPlanning #TaxSmartGiving

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

🎁 This #GivingTuesday, make an impact that goes beyond the season! Charitable donations not only support causes close to your heart but can also help reduce your taxable income. At Blackhawk Capital Partners, we can help you design a giving strategy that aligns with your financial goals and maximizes your contributions' impact. Let’s make generosity a win-win for you and the community. #GivingTuesday #CharitableGiving #PurposefulPlanning

The season of giving is here! Whether you’re looking to make a difference or maximize the impact of your generosity, my latest article, ‘Giving Smarter: How to Optimize Charitable Donations,’ offers practical tips to align your heart and finances. Let’s make every dollar count this year! #wwkinvestments #charitablegiving #givingsmarter