Ren’s Post

As the year comes to a close, it's time to think about year-end giving strategies. Charitable donations not only support causes close to your heart but can also provide valuable tax benefits. Stay tuned this month as we share tips to help you maximize your impact! #YearEndGiving #TaxPlanning #LindseyAndLindseyWealthManagement

As the year comes to a close, it's time to think about year-end giving strategies. Charitable donations not only support causes close to your heart but can also provide valuable tax benefits. Stay tuned this month as we share tips to help you maximize your impact! #YearEndGiving #TaxPlanning #AscentWealthManagement

Looking for a flexible way to make a lasting impact? Consider a Donor Advised Fund (DAF)! 🌟 With a DAF, you can make a charitable contribution now, receive an immediate tax deduction, and decide which charities to support over time. This strategy provides the flexibility to plan your giving thoughtfully while maximizing tax benefits. In our latest video, we explore the advantages of Donor Advised Funds and how they can help you create a strategic, impactful approach to charitable giving. Watch the video to learn more, or visit www.tomrenwealth.com to see if a DAF aligns with your giving goals. #DonorAdvisedFund #CharitableGiving #StrategicGiving #TomrenWealthManagement #ImpactfulGiving #TaxSmart

Did you know you can make a positive impact while reducing your tax burden? If you're 70½ or older, you can direct funds from your IRA to eligible charities to support causes you care about while enjoying significant tax benefits. With a Qualified Charitable Donation (QCD), you're making a positive impact on your community while aligning your philanthropic goals and financial strategy! #QCD #CharitableGiving #TaxSavings #PhilanthropyMatters

📈 Consider bunching your charitable donations into one year to exceed the standard deduction threshold. This strategy can help you maximize your tax benefits while providing significant support to the causes you care about. #TaxPlanning #CharityStrategy #Giving https://bit.ly/3XA44dl

The holiday season is often seen as a time for generosity, and Americans certainly open their hearts and wallets during this time. In 2022, charitable giving surpassed $100 billion, with many donations made during the holiday season. As we approach winter, let’s explore why giving is so essential and how you can maximize both the impact of your contributions and the financial benefits for the upcoming tax season. https://buff.ly/4gwcsCl #charity #charitablegiving #2025taxes #lpscfinancial

🌟🎁 Help your clients make the most of their charitable giving this holiday season. From donating appreciated stocks to using Qualified Charitable Distributions from an IRA, guide them towards giving strategies that not only make an impact, but may also reduce their tax burden. Click here to discover some tax-smart charitable-giving strategies to share with your clients: https://bit.ly/49fZHt9 #GivingBack #TaxPlanning #FinancialPlanning

December is the season of giving—a time to reflect on what truly matters and extend generosity to causes close to your heart. Charitable donations not only make a meaningful impact but can also play a role in your financial strategy. By giving thoughtfully, you can support organizations you value while potentially lowering your tax burden through deductions. Whether it’s a monetary contribution, appreciated assets, or setting up a donor-advised fund, giving back is a gift that keeps on giving. #SeasonOfGiving #CharitableDonations

If you can remember to pause before you pull out your pen, though, it really does pay off to consider whether appreciated stock would be a better way to add to your charitable giving account. When you give shares of long-term appreciated stock, you can be eligible for a charitable tax deduction at the fair market value of the shares. Then, when the community foundation sells the shares and adds the proceeds to your fund, the fund–a 501(c)(3) charity–is not hit with capital gains tax. By contrast, if you were to sell those shares and give to your fund from the proceeds, you’d have a lot less cash to work with. Please reach out to the community foundation anytime to learn more about how easy it is to take advantage of this tax-savvy giving technique. #Donors #Philanthropy

Maximize the Impact of Charitable Giving While Reducing Your Tax Burden Charitable donations don’t just support causes you care about—they can also provide significant tax advantages. At Tax Daddy, we ensure your contributions are properly documented and strategically planned to maximize the tax benefits you’re entitled to. Let Tax Daddy help you make the most of your charitable contributions. Contact us today to learn how giving back can also help reduce your tax burden. Tax Daddy Knows Best. #TaxDaddy #TaxDaddyKnowsBest #Donations #TaxSavings