sbc-cpa’s Post

Did you know donor-advised funds allow you to contribute now and decide on charities later? Optimize your giving strategy and enjoy immediate tax benefits. #Charity #TaxPlanning #GivingBack https://bit.ly/3MRlNYM

Did you know donor-advised funds allow you to contribute now and decide on charities later? Optimize your giving strategy and enjoy immediate tax benefits. #Charity #TaxPlanning #GivingBack https://bit.ly/4dWgmDv

Did you know donor-advised funds allow you to contribute now and decide on charities later? Optimize your giving strategy and enjoy immediate tax benefits. #Charity #TaxPlanning #GivingBack https://bit.ly/4gntpzw

Did you know donor-advised funds allow you to contribute now and decide on charities later? Optimize your giving strategy and enjoy immediate tax benefits. #Charity #TaxPlanning #GivingBack https://bit.ly/3B7P7qZ

Many people give back as year-end approaches. And every dollar helps. But keep in mind a few rules of thumb to help your charities of choice and save yourself some tax. Read more here: https://lnkd.in/gmfUiv-7 #chartiablegiving #donations #wealthmanagement

Now is the perfect time to look ahead at your charitable giving plans for 2024. Careful planning can benefit both your financial situation and the charities you support. Let’s work together to make your giving as efficient and impactful as possible. #FinancialPlanning #CharitableGiving #NonProfit #CommunityFoundation

Ask Andy Fraizer about your charitable giving strategy

Continuing our series, Charitable Remainder Trusts (CRTs)! 📚 Another estate planning strategy for those who prioritize tax efficiency is CRTs. Unlike last week’s topic, CRTs provide income to you or your beneficiaries first, with the remainder going to charity. https://bit.ly/4gPdoTo #CharitableGiving #TaxPlanning #Beneficiary #Charity #RisingDividends

Insights from our Monitoring and Evaluation Process Many of our charities continue to struggle to build resilience leaving some unable to cope with shocks and key staff absence. This can slow progress and affect delivery. However, our charities also show that becoming resilient is possible. Our funding has given leaders the breathing room to implement contingency plans and strategies to diversify income. The message is clear on resilience: is it an illusion? Absolutely not. Unrestricted, multi-year core funding, as well as access to high quality skills and training, helps small charities turn resilience from myth to reality. We encourage other funders to take note. #smallcharities #socialchange #socialjustice #funding #socialenterprise #charities #inequality #grantmaking

In the Budget, the government announced its intention to strengthen existing charity tax rules from April 2026. Liz Gifford discusses three particularly interesting aspects that will impact charities: http://crs.law/ZaAl50UeJ3s #Budget #Charities #ThirdSector #Tax #Philanthropy