Research Capital Corporation’s Post

Thanksgiving is a time for gratitude—and giving back. Donor-advised funds provide a powerful way for families to make impactful charitable contributions together. This week we've already seen dozens of grants made by our clients, and I expect to see even more over the next few days. Around the Thanksgiving table, families can reflect on shared values, discuss priorities, and decide where to direct their generosity. Many of our clients want to instill generosity as a family value, so these conversations are invaluable. Donor-advised Funds create a framework for intentional giving, making it easy to involve every generation in discussions about the causes they care about. It’s a chance to teach children and grandchildren the importance of philanthropy while aligning on a shared vision for impact.

We believe in the power of purposeful #charitablegiving, so we created a guide to help individuals and families apply structure for more intentional charitable giving. A philanthropic strategy that identifies the causes most important to you! https://buff.ly/3yGuQYI #vermontfinancialadvisor #cfp #financialplanning #philanthropy #smartgiving

"Proud to share our step-by-step timeline for a community-centered initiative focused on maximizing charitable impact during the holiday season. This Gantt chart illustrates each phase of our journey, from setting clear goals to mobilizing support and ensuring resources reach those in need. Every step is dedicated to creating real, positive change for our communities. Looking forward to building together and supporting each other in ways that matter!"

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/eD28GAUH #philanthropy #familygiving #financialplanning

In the tapestry of family dynamics, common interests such as a family business, a cherished cottage, or a shared charitable cause, serve as threads that bind generations together. Yet, it's not uncommon for these very threads to become points of contention.   Embracing stewardship over ownership can transform these potential conflicts into opportunities for collaboration and growth. It encourages a mindset where preserving and nurturing family legacies for future generations becomes the collective goal.   As we navigate the complexities of intergenerational stewardship, let's remember that the true value lies not in the assets we hold, but in the relationships we build and the legacy we leave behind. #FamilyBusiness #LegacyBuilding #Stewardship Visit our website at: https://lnkd.in/dQS3UPxV Download our Whitepaper: https://lnkd.in/enbG29Bb

Advisors, did you catch the latest issue of our Advisor Insights newsletter? This quarter, we're addressing three tax-time questions that are top of mind for advisors, as well as some of the most common scenarios where philanthropy can be a solution for your clients. You'll also read about the advantages of gifting private company interests prior to a sale. Access the full issue here: https://lnkd.in/gfWAfZp3 You can also sign up to receive future newsletters and strategic tips about charitable giving that you can use to serve your clients: https://lnkd.in/eQvBZj4p

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/ewRk3hWd #philanthropy #familygiving #financialplanning

Legacy Management isn't just about numbers; it's about nurturing relationships and safeguarding legacies for a brighter future. Donna Barclay, Head of Legacy Income Management at RSPCA shares her refreshingly honest perspective in this interview, which is the latest in our Legacy Limelight series. Dive in to explore her thoughts on the changing shape of legacy management, and the vital role her team plays in stewarding charitable legacies. Read more: https://lnkd.in/ekMd-yZx #LegacyManagement #CharityImpact

Next week, millions of U.S. families will gather around the table to celebrate Thanksgiving. As the holiday approaches, advisors have a timely opportunity to turn multi-generational discussions about philanthropy into actionable charitable strategies. This article covers how advisors can approach: 1️⃣ Starting the Conversation 2️⃣ Enhancing Multi-Generational Giving 3️⃣ Transforming Collective Impact Give it a read: https://hubs.li/Q02YYhz10