Real Estate Finance Association (REFA)’s Post

In this holiday season, let's remember the power of giving back. Whether it's a small donation or volunteering your time, every act of kindness makes a difference. Want to maximize your charitable impact? Our team can help you explore tax-efficient giving strategies. Let's make this holiday season extra special for those in need. https://lnkd.in/eHjQR2Zc #CharitableGiving #HolidaySeason #EstatePlanning

Planned giving, also known as gift planning or legacy giving, is a donation to charity that requires a more strategic approach than simply writing a check. As the name implies, developing a planned giving strategy takes time and planning. Join CAPTRUST as we showcase a few planned giving strategies that can help you support the nonprofits and causes that are important to you. #giving #financialplanning

Planned giving, also known as gift planning or legacy giving, is a donation to charity that requires a more strategic approach than simply writing a check. As the name implies, developing a planned giving strategy takes time and planning. Join CAPTRUST as we showcase a few planned giving strategies that can help you support the nonprofits and causes that are important to you. #giving #strategies #planning

Planned giving, also known as gift planning or legacy giving, is a donation to charity that requires a more strategic approach than simply writing a check. As the name implies, developing a planned giving strategy takes time and planning. Join CAPTRUST as we showcase a few planned giving strategies that can help you support the nonprofits and causes that are important to you. #giving #planning #financialplanning

December is the season of giving, but it’s more than just an act of kindness. Charitable giving fosters personal fulfillment and strengthens your bond with the community. Let this season be a reminder that when you give, you grow. 🌟 Visit https://ow.ly/wcoM50U5ewU to learn more about impactful charitable giving strategies. #CharitableGiving #CommunityFirst #TomrenWealthManagement

It's not too late to register, join us tomorrow to gain new insights and fresh perspectives on how you can serve your clients when it comes to securing charitable deductions well. Click here to register: https://lnkd.in/gk7Wi4Pu I'd love to have you join us! #financialadvisors #charitabledeductions #webinar

Want insights on helping your clients secure their charitable deductions? Register today for our Inside Giving webinar, “Securing charitable deductions,” that will be held on May 15 at 3:00 p.m. EST. In this webinar, we will walk you through the required documentation to substantiate the value of a complex gift to charity and offer you tips to help your clients navigate this process well. Click on the link below to register. https://lnkd.in/g_f58GZS

Gifts to charitable remainder trusts can provide tax benefits for donors. Discover the power of the Charitable Remainder Trust (CRT) for optimizing your taxes and supporting causes you care about. Convert appreciated assets into an income stream while securing future contributions to your preferred charity. Learn more on how this tax-advantaged strategy works to offer immediate charitable deductions and provide income to the donor or another person. https://bit.ly/4dhMKAI

🌟 One of the greatest joys I have is celebrating the generous donors who support worthy causes! ❤️ Yet, many seniors are still conditioned to give cash, even when there are far better options. 🧐💰 “If you’re writing checks for cash to charities, you’re probably missing out!” 💡✨ It's often more beneficial to give out of assets rather than cash, unlocking even more potential to make a difference. Check out this insightful article from WSJ for more information on how to maximize your charitable giving! 📊👇 Let’s continue to support the causes that matter most! 🙌💖 https://lnkd.in/g92tCjuk #GenerousGiving #CharitableDonations #Philanthropy #WhatYouGiveMatters #Charity #MakeADifference #SeniorDonors #WSJ #GiveSmart #SupportWorthyCauses #WealthManagement #LegacyGiving #FinancialLiteracy #ReillyClarity

The holiday season isn’t just about giving gifts - it’s also a perfect time to teach children about generosity and financial responsibility. By involving kids in charitable giving, you can help them understand how money can make a difference. Whether it’s choosing a charity together, donating a portion of their allowance, or volunteering as a family, these experiences teach empathy and create lifelong habits of kindness. Start the conversation this holiday season and help your children build values that last a lifetime. Learn more here: https://lnkd.in/eWHev9j2 #PersonalFinance #TobiasFinancialAdvisors #FinancialPlanning #HolidaySeason #TeachingKidsMoney #SeasonOfGiving