Spread generosity with us tomorrow and let’s show seniors that they’re not forgotten! Thank you to our matching gift partners Kate Engler, Chelsea Investment Corporation, Martha Guy & Charlie Hodge, and JMS Fund, donations are doubled up to $25,000. Give early: https://lnkd.in/ghzT_Ha8 #miracleinameal #jointhemovement #givingtuesday2024
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We're less than a month away from our final webinar of 2024! Join Mike and Brandon Converse as they explore how charitable giving can strengthen your financial plan. Discover effective donation strategies, key tax benefits, and how Donor Advised Funds (DAFs) can help you maximize both impact and savings. 📅 Reserve your spot today!
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Looking to make a lasting impact? 🌍 Discover how donor-advised funds and family foundations can help you build a charitable legacy that aligns with your values. https://ow.ly/xcVn50TVOmM
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As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.
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We've just released our latest webinar, "How to Live Up to the Generational Expectations of Next Gen Investors," on our website. This session explores how charitable giving plays a crucial role for the next generation of investors and provides strategies to help your clients identify their purpose through legacy planning and philanthropy. If you missed the live webinar, be sure to watch the replay and learn how to better serve the next generation of wealth. https://lnkd.in/evJzaJuw
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Discover how leveraging trusts, charitable donations, and more can lead to tax savings on art investments. Financial advisors can help clients benefit from these strategies. Learn more here: https://okt.to/2Bm7ZI
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🗝 The key to unlocking your charitable legacy? Creating a succession plan for your donor-advised fund. Here’s what you need to start the conversation. https://lnkd.in/ecVCPCPt
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🗝 The key to unlocking your charitable legacy? Creating a succession plan for your donor-advised fund. Here’s what you need to start the conversation. https://lnkd.in/e7p7kT5B
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🗝 The key to unlocking your charitable legacy? Creating a succession plan for your donor-advised fund. Here’s what you need to start the conversation. https://lnkd.in/eJV_x375
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