This #GivingTuesday why don’t you maximise giving through a Donor Advised Fund (DAF)? Our DAFS offer peace of mind and a tax-efficient way to make a difference, without the complexities of managing your own foundation. Ideal for individuals, corporations, groups, and foundations, a DAF allows you to donate significant funds effortlessly, avoiding administrative burdens and governance challenges. We handle the details, so you can focus on what matters most: making an impact. To learn more you can read our helpful blog. https://lnkd.in/eiHW-ZCG #Philanthropy #WealthManagement #DAFS #Finance #charity #fundraising
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Did you know charitable contributions can be more than just a donation? See how to help use them strategically for financial benefits while supporting great causes. 🌟 Read our free report to learn more! https://lnkd.in/e9qyBbsD #charitable #finance #financialgoals
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Whether it’s donating to local charities, supporting educational programs, or helping families in need, every contribution can make a difference. Let us know if we can help you make room for charitable giving in your overall financial plan. https://lnkd.in/ewsaK35h #GivingTuesday #FinancialWellness #GiveBack #FinancialAdvisor #Tacoma #WA
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Are you a trustee of a charity looking for peace of mind? Our bespoke investment management service can help charities ensure their money - and the income or growth it generates - is carefully managed and invested in an appropriate way. Find out how we can help and get complete, easy to understand, clarity on our performance. Capital at risk. https://lnkd.in/dfTnmbU3 #Charities #Trustee #Investment
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Are you familiar with the different kind of trusts? A charitable remainder trust is designed to benefit a non-profit beneficiary. Funding this trust with appreciated assets enables donors to sell the assets without incurring capital gains tax. CRTs are irrevocable and cannot be modified or terminated without the beneficiary's permission. Learn More: https://hubs.la/Q02wNmsY0 #EstatePlanning #MaitlandFinancialGroup #FairyROTHMother
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Investing in Tomorrow: By infusing capital into charities, we ensure a brighter future for those in need. 💰🌟 #InvestInGood #FutureLeaders #NonprofitFinance
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We believe by providing education and guidance we inspire our clients to make great decisions leading them to RETIRE WITH CONFIDENCE.
Discover the power of donor advised funds with Schwab! 💸💡 Make tax-smart donations to grow your impact 🌟 #donoradvisedfund #charity #taxdeduction #investing #impactfulgiving
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Creating capacity for non-profit organizations through proactive accounting services so they can focus on creating a bigger impact.
A donor-advised fund (DAF) is a third-party entity established to manage charitable donations from individuals, families, and organizations. One significant disadvantage of a DAF is that it retains more control over the funds than the donor. While donors can offer recommendations on how the funds should be used, the final decision rests with the DAF. #TuesdayTips #TipsbySandi #NonprofitLife #NonprofitAccounting #OutsourcedAccounting #NonprofitBookkeeping #NonprofitTips
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Our recent Not-for-Profit Webinar explored all aspects of investment options for charities and explained how to set your investment policy and assess investment performance. If you missed it, you can watch the full recording here: https://ow.ly/Ozi350RljE9 #NFP #Charities #CharityFinance #NotForProfit #Saffery
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Head of Charities Investment at Newton Investment Management | Working in Partnership with Charities | Women in Portfolio Management | Multi-Asset Investment | Responsible Investment
📣Have your say! The Newton Charity Investment Survey has been providing unique insights into the charity sector’s investment trends for over ten years. Don’t miss your chance to contribute to the continuing conversation – share your thoughts and help drive the future of the sector. Click here to complete the survey 👉 https://bit.ly/4ddWmfX #CharityInvestmentSurvey #Charities #InvestmentOpportunities
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Struggling to get buy-in for a fundraising lottery? We've prepared a comprehensive guide to help you create a persuasive lottery or raffle proposal that: ✔ Aligns with vision and mission ✔ Demonstrates potential impact ✔ Addresses operational challenges ✔ Details how to mitigate risks. Read the full guide here: https://lnkd.in/gVwfTnPf #charity #fundraising #executive #guide #freeguide
