Chris Redhead’s Post

As year-end approaches, many individuals begin to consider their charitable goals. Thinking through philanthropic goals can get confusing between how much to give, who to give it to, and what mechanism to gift through. While some people like making outright gifts to charities, others may still want additional benefits to their charitable giving. One strategy to give to charity is through a Charitable Remainder Trust (CRT), you will find our whitepaper discussing this strategy. This whitepaper explains the pros and cons of CRTs and why they might make sense for families.

As year-end approaches, many individuals begin to consider their charitable goals. Thinking through philanthropic goals can get confusing between how much to give, who to give it to, and what mechanism to gift through. While some people like making outright gifts to charities, others may still want additional benefits to their charitable giving. One strategy to give to charity is through a Charitable Remainder Trust (CRT), you will find our whitepaper discussing this strategy. This whitepaper explains the pros and cons of CRTs and why they might make sense for families.

There is a correlation between individuals who donate to charities, and those who go on to achieve high levels of wealth. So, it begs the questions as to 'whether you give because you can afford to?', or 'can you afford to give because you are charitable in nature?' To read more on Charitable Gifting in Exit Transactions, click the link below https://hubs.la/Q02sgQ830

Today is #GivingTuesday, the day for generosity! Do you know how your clients will be giving today? Millions of Americans right now are giving to causes they care about. Help your clients make the most of it by leveraging donor-advised funds (DAFs) to streamline their charitable giving. A DAF simplifies year-end contributions, ensures tax efficiency, and allows flexibility in selecting recipient charities. For clients who don’t yet have a DAF, there’s still time. We recommend establishing a donor-advised fund no later than December 16 to ensure they’re ready to give strategically during this Giving Season. Learn more: https://bit.ly/40ZzL32

Millions of people give to charity every year to support the causes that they care about, as well as for the positive impact giving has on their own lives. Watch this webinar with Monica and Tim as they discuss strategies for helping your clients create a personal legacy and maximize their impact with charitable giving! https://lnkd.in/e9iYJi7Z

This free webinar will cover year-end tax planning, focusing on charitable giving. We’ll show how a donor-advised fund can help you make wise decisions about which charities to support. You'll also see how you can use donor-advised funds to teach your children and grandchildren about philanthropy, and the important role they can play in planning your legacy.  https://trib.al/4DOALiE

Who would you rather give money to: charity or the IRS? 🤔 I got to sit down with my friend and colleague Mike Rudow, MBA, CFP®, AIF®, CEPA® to discuss charitable giving strategies that can give you peace of mind. It's important to make sure you're optimizing your donations, passing down charitable values to your family and receiving tax benefits when giving. To learn about things like qualified charitable distributions, charitable remainder trusts and donor-advised funds, watch our conversation here: https://lnkd.in/gMfjD7bY

Understanding the value of having a strategic charitable giving plan in place. Planned giving has benefits for the recipient charities, but it also provides benefits for donors. https://bit.ly/3C3PQKq

Understanding the value of having a strategic charitable giving plan in place. Planned giving has benefits for the recipient charities, but it also provides benefits for donors. https://bit.ly/3Y0sTQS

Understanding the value of having a strategic charitable giving plan in place. Planned giving has benefits for the recipient charities, but it also provides benefits for donors. https://bit.ly/3Bpgz3Q