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Creating a roadmap for your charitable giving can help you to stay on track toward your philanthropy goals, and maximize the impact you can have. #TaxSmartPhilanthropy #Giving https://lnkd.in/gpp_-yx6

Creating a roadmap for your charitable giving can help you to stay on track toward your philanthropy goals, and maximize the impact you can have. #TaxSmartPhilanthropy #Giving https://lnkd.in/gpp_-yx6

Creating a roadmap for your charitable giving can help you to stay on track toward your philanthropy goals, and maximize the impact you can have. #TaxSmartPhilanthropy #Giving https://lnkd.in/gpp_-yx6

If philanthropy and charitable giving are important to your organization, then you’ll want to read this article. Jeffrey Vivacqua, our newly appointed Board Chair, has nearly 30 years of distinguished experience in the financial services industry and has been a dedicated and active member of Invest in Others since 2016. In this article from the Financial Advisor Magazine, he discusses why he’s so involved with the Invest in Others Charitable Foundation and why he thinks it’s important for financial organizations and advisors to consider charitable giving. https://lnkd.in/g2gnT-4v

Professional Advisors and Charitable Planning: A Springboard for Starting Philanthropic Conversations Incorporating charitable planning into their financial discussions with clients can pave the way for more meaningful and impactful conversations. Our latest blog highlights best practices and the importance of addressing philanthropy in every planning discussion. Dive into the insights and learn how to make philanthropy a core part of your client's financial strategy. Read the full blog here: https://lnkd.in/gB5zAkr8 #Philanthropy #CharitablePlanning #CFSEM #FinancialPlanning #GivingBack

💝 Estate planning isn't just about passing on assets—it's about passing on values. Include charitable giving to inspire future generations and support causes you love. Let us help you create a meaningful legacy. 📞 Ready to discuss your charitable giving goals? Book a call today! https://lnkd.in/gG3pfMBZ (310) 979-3131 #estateplanning #planningforfamily #lawofficesofdebrakoven #debrakovenlaw #personalfamilylawyer

I understand giving back can be a lifelong pursuit. We've put together this guide to taking action your charitable intentions.

Is charitable giving part of your legacy planning? Charitable Impact Philanthropic Advisors Nicole and Pavan are back to talk about incorporating charitable giving into your legacy plan. Plus we break down the ins and outs of creating a charitable succession plan. Check out the full blog: https://bit.ly/4d5OjkO

When it comes to family game night, the winners are often the ones who take time to map out their every move. The same goes for impactful philanthropists. Philanthropists know that partnering with @vanguard-charitable to build a robust charitable giving plan is time well spent. In addition to focusing on their long-term sustainable giving, planning enables them to act quickly in times of unexpected need, all while maximizing their charitable tax deduction. Get to know us better by visiting https://lnkd.in/eyqvpfUn. #taxeffectivegiving #vanguardcharitable #donoradvisedfund

A structured approach to philanthropy is crucial when integrating charitable goals into your wealth management. However, navigating the intricacies of charitable giving requires expertise and guidance. Read insights on how to incorporate philanthropy into your future planning and get in touch with Andy Bailey to discover how Belasko can support. https://lnkd.in/ehkiDpZc