We are so grateful to Blackstone Charitable Foundation, Homes for Veterans, and Break A Difference for making our event at 50 Nevins Street Apartments a success! Veterans from across our programs were able to come together, receive care packages, and enjoy a meal. It was a meaningful day of connection and support. Thank you for helping us honor those who have served.
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This is so amazing !! Exercise and keeping moving is such a vital part of living well with a long term neurological condition. https://lnkd.in/eHPm8XFq
Thank you so much to the very generous people at the King Cullimore Charitable Trust who just awarded us a grant of £25,000. The grant will go towards our physio service, helping to improve the physical health and quality of life of our members, empowering them to live life to the full.
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Listen 👂🏻 to the Ascent episode 107 is below. Topic: Charitable giving!
The Ascent with Crestmont Private Wealth - 107 - Charitable Giving - Final - The Ascent With Crestmont Private Wealth | iHeart
iheart.com
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Why would a wealth management firm bring on a philanthropy specialist? Because today’s investors expect more—and deserve more—from their financial planners. Picture this: a dedicated resource to help you make your charitable giving more intentional and tax-efficient. If you’re still making donations straight from your checking account, it’s time for an upgrade. Talk to John Unterreiner Socium Advisors we’re rolling out even more value-added services in 2025. Stay tuned.
We are thrilled to welcome John Unterreiner as our first Director of Philanthropic Planning at Socium Advisors! John will help our clients create intentional giving plans, optimize charitable impact, and ensure smooth transitions of generational wealth. With 12 years in healthcare and non-profit leadership and 28 years at Northwestern Mutual, John's client-focused approach and philanthropic expertise make him an invaluable addition to our team. Join us in welcoming John to Socium Advisors! #SociumAdvisors
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🎙️ As the end of the year approaches, many folks have charitable giving on the mind. In this episode, Scott and Philip discuss how you might be able to use your IRA when making contributions to your preferred charities by utilizing qualified charitable distributions, or QCDs. Scott and Philip discuss what a QCD is, the requirements and limits around QCDs, and the financial advantages of utilizing QCDs. They wrap up by discussing the kinds of charities that qualify for a QCD. Join them as they pack a lot of information into this short Daily Drive episode! https://lnkd.in/ew5nRy8F
Daily Drive | Qualified Charitable Distributions | BCSWM’s The Benchmark
thebenchmark.podbean.com
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I am excited to announce our first non-profit partnership with Battle Brands. Battle Brands is a Service-Disabled, Veteran-Owned, Non-Profit Small Business dedicated to giving back, doing things the right way, and delivering on everything that we do. Battle Brands’ mission is simple, we aim to help others, and as a Non-Profit Small Business, a portion of our proceeds go to causes designed to aid veterans, first responders, children, and athletics. The distinction of being a Service-Disabled, Veteran Owned small business came with sacrifice, honor, and integrity. Through those same core values, Battle Brands strives to go above and beyond to achieve our mission. Through our non-profit donations, we are partnering with the following organizations that align with our values: Disabled American Veterans, the American Legion, Toys for Tots (Seasonally), the Catholic Youth Organization, the Special Olympics, the Gary Sinise Foundation, and St. Jude Children’s Research Hospital.
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How will your legacy live on after you're gone? 🌱 If there are values, causes, or traditions you want to pass down to your children or community, you can create a living legacy by establishing family trusts, setting up charitable foundations, or endowing education funds. Be intentional with how you shape your lasting impact. Build a legacy that speaks who you are, even when you’re not here. #LegacyBuilding #LastingImpact #SummitPlannersCluster
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How will your legacy live on after you're gone? 🌱 If there are values, causes, or traditions you want to pass down to your children or community, you can create a living legacy by establishing family trusts, setting up charitable foundations, or endowing education funds. Be intentional with how you shape your lasting impact. Build a legacy that speaks who you are, even when you’re not here. #LegacyBuilding #LastingImpact #SummitPlannersCluster
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How will your legacy live on after you're gone? 🌱 If there are values, causes, or traditions you want to pass down to your children or community, you can create a living legacy by establishing family trusts, setting up charitable foundations, or endowing education funds. Be intentional with how you shape your lasting impact. Build a legacy that speaks who you are, even when you’re not here. #LegacyBuilding #LastingImpact #SummitPlannersCluster
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How will your legacy live on after you're gone? 🌱 If there are values, causes, or traditions you want to pass down to your children or community, you can create a living legacy by establishing family trusts, setting up charitable foundations, or endowing education funds. Be intentional with how you shape your lasting impact. Build a legacy that speaks who you are, even when you’re not here. #LegacyBuilding #LastingImpact #SummitPlannersCluster
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How will your legacy live on after you're gone? 🌱 If there are values, causes, or traditions you want to pass down to your children or community, you can create a living legacy by establishing family trusts, setting up charitable foundations, or endowing education funds. Be intentional with how you shape your lasting impact. Build a legacy that speaks who you are, even when you’re not here. #LegacyBuilding #LastingImpact #SummitPlannersCluster
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CEO @ Homes for Veterans | Social Impact | Fundraiser | Passionate Philanthropist | Public Speaker
2wOne of the best days! Thank you to everyone who helped to make this possible. We love our veterans!! 🇺🇸