Pasadena Community Foundation’s Post

Charitable Planning Can Help Ease Client Procrastination: bit.ly/CharPlan The Community Foundation team is here to help you serve your charitable clients every step of the way, every month of the year. We understand that late-December transactions are often unavoidable.

At Barnett Financial & Tax, giving back to the community is one of our core values. From supporting local charities to helping causes that align with our mission, we believe in making a positive impact both financially and socially. Learn more about our charitable initiatives and how we’re working to create lasting change. #GivingBack #BarnettFinancial https://lnkd.in/e_xUQz_4

Did you know the North Valley Community Foundation hosts close to a dozen different types of funds doing all kinds of charitable things? Of those fund types, a third are specifically for legacy giving. Want to learn more about what options are available to you when it comes to charitable planned giving? Reach out to our director of gift planning, Bill Hubbard, at mailto:bhubbard@nvcf.org. #PlannedGiving #CommunityFoundation #FundTypes

#FoundationFriday A private foundation can be a powerful vehicle for charitable giving, but sometimes the process of managing the foundation’s affairs can diminish the joy of giving, or become a burden for subsequent generations to maintain. We’ll handle the administration while you focus on mission. Learn more about our family foundation services at https://ow.ly/kQbn50QZzNZ

Donations made to qualifying nonprofit organizations are typically tax-deductible, but the organization must be recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Common examples include religious organizations, educational institutions, charitable foundations and public charities. https://bit.ly/41uULyD #rulien #anchoragecpa #outsourcedaccounting #healthcareaccounting #contractingaccounting #restaurantaccounting #modernaccountingfirm #businessadvisors

Each philanthropic client’s goals are unique, and charitable planning is not a one-size-fits-all proposition. The Community Foundation offers charitable giving vehicles to meet a wide range of clients’ needs. Discover the many types of funds available through The Community Foundation and how each may be a fit for certain client situations. Learn more: https://lnkd.in/eTF-TZa5

Plan your estate with charitable giving in mind to shape a lasting legacy and support causes dear to you. Strategically structured donations can also help reduce estate taxes and ensure a brighter future for your loved ones. Discover more in our blog: https://bit.ly/3RT6aCJ #estateplanning #estateplanningattorney #estateplanninglawyer

Plan your estate with charitable giving in mind to shape a lasting legacy and support causes dear to you. Strategically structured donations can also help reduce estate taxes and ensure a brighter future for your loved ones. Discover more in our blog: https://bit.ly/3RT6aCJ #estateplanning #estateplanningattorney #estateplanninglawyer

The TCJA will come to an end in 2025 unless it is extended. In a recent conversation with Providence Business News, Carolyn Leslie from CBIZ talked about the possible effects of this expiration on charitable contributions. She also offers advice to clients about making charitable donations, considering these upcoming changes. Read here https://okt.to/nWqDSl #TaxCuts #charitablegiving #TCJA

One tip to increase your charitable impact? Make an unrestricted gift. It gives charities flexibility to use the funds on their most mission-critical priorities.