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💸 Get Clarity on Church Finances with New Fund Layouts! We’ve enhanced our Funds Layout to give you a clearer picture of your church’s financial health. 📊 View raised donations and dive into detailed donation statistics to make informed decisions about your financial strategy. #GracelyUpdate #ChurchFinances #DonationTracking #FinancialTransparency

As individuals approach or plan for retirement, charitable giving isn’t just generous—it’s strategic! From tax-saving Qualified Charitable Distributions to appreciated stock donations, giving back can reduce your tax burden while supporting causes you love. Learn more about how to integrate giving into your financial plan in our most recent blog: https://lnkd.in/gfgeyQWS

Discover how to align your charitable giving with your financial goals and values. Read our latest blog for practical tips on tax-efficient donations. https://lnkd.in/ghDU3j3w #givingback #financialplanning #taxbenefits

Learn how you can save on taxes, support charitable causes, and secure your financial future! Don't miss out on these incredible opportunities Bill Lloyd shared with My Financial Coach (MFC) in the latest episode of MFC-Live! https://loom.ly/bD-aQuY The Charitable Payraise #Taxes #TaxStrategies #FinancialFreedom #MoneyMatters #RetirementPlanning #CharitableGiving #FinancialTips

This season of giving is the perfect time to align your charitable goals with smart financial strategies. Explore how Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) can make your generosity go further while offering valuable tax benefits. Read more in our latest commentary by Brayden Little, CFP®, AIF®, BFA™.

As individuals approach or plan for retirement, charitable giving isn’t just generous—it’s strategic! From tax-saving Qualified Charitable Distributions to appreciated stock donations, giving back can reduce your tax burden while supporting causes you love. Learn more about how to integrate giving into your financial plan in our most recent blog: https://lnkd.in/e8YTTduT

The season of giving will be here before you know it. This is the perfect time to highlight the power of Qualified Charitable Distributions (QCDs). Recently, we delved into the intricacies of QCDs and discussed how this philanthropic approach can align your charitable intentions with smart financial planning, Learn more about how you can use QCDs to create a win-win situation for both your favorite causes and your tax strategy. https://bit.ly/4f8OVXi #FinancialPlanning #TaxStrategy #QCD

🌟 Tax Planning Isn’t Just for Today—It’s About Building a Legacy 🌟 With our comprehensive Tax Planning and Strategies Program, we help families and businesses create lasting legacies through effective tax reduction strategies. From setting up a Family Office Management Company to optimizing charitable donations with Qualified Charitable Distributions, we tailor tax solutions that work for your long-term goals. 💡 👉 Let us help you protect and grow your wealth. Schedule a consultation now! www.lawandtax.com #FamilyOffice #WealthPreservation #TaxPlanning #LegacyBuilding #TaxStrategies

Finding the right balance between your charitable goals and financial plans can feel complex but incredibly fulfilling. One increasingly popular option for those wanting to make a meaningful impact—while possibly enjoying some tax benefits—is the charitable trust. In this article, we’ll break down what charitable trusts are, their potential pros and cons, and key points to consider when deciding if this approach is a good fit for your financial and charitable goals. Read more: https://bit.ly/3YCWm2r

Did you know that charitable giving can help offset additional taxes owed upon death? This short video highlights 5 charitable gifts you can leverage to maximize your estate planning goals. Connect with us to incorporate these strategies into your financial plan.