Matthew Blocki, CFP® ChFC® RICP®’s Post

Did you know consolidating multiple years’ worth of your intended charitable contributions into one tax year could help you maximize your deductions? Year-end is a great time to consider bunching your charitable giving, because: ► You will have clarity on your tax situation so you can make an informed decision on whether you can benefit from bunching. ► You can leverage appreciated asset donations to achieve your consolidated contribution and for additional tax relief. ► Your year-end gift can grow tax-free in a donor-advised fund. Learn how bunching can make your giving more impactful and tax-efficient: https://lnkd.in/egSiNqte #YearEndGiving #TaxBenefits #CharitablePlanning #DonorAdvisedFunds #Philanthropy

🚨 Attention Professional Advisors! 🚨 In this month's edition of our Professional Advisor Newsletter, Emily Harper, CFP®, Vice President and Partner at Monument Wealth Management, shares her expert insights on Qualified Charitable Distributions (QCDs) with her article, "Worth a Double Take: QCD Reminders." Emily’s practical advice is a must-read for anyone navigating charitable giving and tax strategies. Don't miss out on these valuable tips to better serve your clients and maximize impact! 👉 Read the full article here: https://bit.ly/4i7rQXe #ProfessionalAdvisor #WealthManagement #CharitableGiving #TaxStrategies

Not every strategy will suit everyone, and what makes sense for you may change from year to year. To develop a charitable giving plan that aligns with your financial and philanthropic goals, work with a financial planner. Our advisors are always here to help you navigate through important decisions regarding charitable giving strategies. Read the full blog post: "Strategic Charitable Giving: Exploring Planned Giving Options and Tax Advantages" at https://bit.ly/49BMP0R.

As we approach year-end, consider the tax advantages of charitable giving! Contributions made by December 31st can help reduce taxable income. Options like donor-advised funds offer flexibility and make a lasting impact. At Great Lakes Wealth, we’ll help you create a giving strategy that aligns with your financial goals and passion for giving back. Make your generosity work for both you and the causes you care about! Ready to get started? Connect with us: ➡️ www.greatlakeswealth.us #greatlakeswealth #CharitableGiving #YearEndPlanning

Charitable giving is one of the most meaningful ways you can make an impact. This webinar explores three unique strategies to maximize an individual’s charitable inclinations while considering their financial needs and optimizing tax benefits. #charitablegiving #giveback #financialplanning Presented by: Harmony Wagner, CFP®, CPWA® and Catherine Buck

Don’t Let Tax Savings Slip Away! The year’s winding down—have you maximized your tax-saving opportunities? From charitable donations to tax-loss harvesting, small steps now can make a big difference in April. Let’s review your options so you can feel confident you’re set up for success. Schedule an intro call with us today: https://lnkd.in/gbqedi6h #YearEndPlanning #TaxSavings #FinancialPlanning

Give with intention and impact! Discover smart strategies for charitable giving that not only benefit the causes you love but also provide financial advantages. From donor-advised funds to estate planning tips, learn how to align your generosity with your goals. Read the full blog: https://lnkd.in/e3BGt6P3

The holiday season offers a perfect opportunity to teach children about the importance of generosity and thoughtful financial choices. Including them in conversations about charitable giving helps them see how money can make a difference in the lives of others. From volunteering together to budgeting a portion of their gift money for donations, these activities foster empathy and create a sense of purpose. By leading by example and sharing your reasons for giving, you can inspire them to develop habits of kindness and responsibility that last a lifetime. Learn more about starting these valuable conversations, here: https://lnkd.in/eWHev9j2 #PersonalFinance #TobiasFinancialAdvisors #FinancialPlanning #HolidaySeason #TeachingKidsMoney #SeasonOfGiving

Wealthy people have foundations. 💰💰 Foundations allow wealthy people to throw charitable events, parties, fundraisers, etc.   A lot of wealthy individuals use foundations as a way to both do some good for society and employ family members such as children.  Comment "strategy" below to get access to some of my ebooks and the Tax Strategy Accelerator community for FREE‼️

Are you looking to make a difference in your community while lowering your tax bill? Charitable giving plans are the textbook definition of a win-win — they provide organizations with the funds they need to create a meaningful difference in the world while also making financial sense for donors. Here are some year-end charitable giving tips to reduce your tax burden: https://hubs.ly/Q02WT-bL0