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Partnering with the CFMC can simplify your giving. Explore 5 Year-End Giving options: cfmco.org/yearendgiving 🎁🗓️💖 ✅1) Create a Donor Advised Fund Get an immediate tax deduction and support your favorite nonprofits ✅2) Donate Real Estate or Appreciated Stock A gift of real estate or appreciated stock supports your chosen nonprofit and you receive an income tax deduction and capital gains tax savings. ✅3) Make a Life-Income Gift: Charitable Remainder Trusts or Charitable Gift Annuity Both offer immediate tax deductions and income for life (a portion of which is tax free). The remainder creates a fund to benefit any nonprofit you choose. ✅4) Give through your IRA If you are 70 1/2 or older, you can make an IRA Qualified Charitable Distribution (QCD) to the CFMC to support causes you care about. ✅5) Leverage Your Gift through Monterey County Gives! Each donation at montereycountygives.com 11/14-12/31/24 receives a partial match. TIP: The CFMC can accept stock or IRA QCDs for MC Gives! to benefit multiple nonprofits. Monterey County Gives! is a special project of the Monterey County Weekly, the Community Foundation for Monterey County and the Monterey Peninsula Foundation. #InspiringPhilanthropy #StrengtheningCommunities #YearEndGiving

Have you considered charitable giving as a part of your wealth strategy? Donor Advised Funds (DAFs) offer a multitude of benefits for both donors and recipients. Here’s why DAFs could be the perfect vehicle for your charitable giving: Tax Efficiency: Receive immediate tax deductions while having the flexibility to recommend grants over time. Simplicity: Streamline your giving process—DAFs handle all administrative tasks, from managing donations to distributing funds. Flexibility: Support multiple charities and causes on your own timeline, allowing for thoughtful and impactful giving. Growth Potential: Contributions can be invested and grow tax-free, increasing the amount you can donate to your chosen causes. Legacy Building: Establish a lasting legacy by involving family members in philanthropic decisions and ensuring support for causes you care about for generations to come. If you'd be interested in getting started on your charitable giving journey, reach out to our team and we'd be happy to discuss the options we have available. #Philanthropy #CharitableGiving #DonorAdvisedFunds #TaxBenefits #GivingBack #Legacy --- Would you like to include any specific details or tailor this post to a particular audience?

Have you considered charitable giving as a part of your wealth strategy? Donor Advised Funds (DAFs) offer a multitude of benefits for both donors and recipients. Here’s why DAFs could be the perfect vehicle for your charitable giving: Tax Efficiency: Receive immediate tax deductions while having the flexibility to recommend grants over time. Simplicity: Streamline your giving process—DAFs handle all administrative tasks, from managing donations to distributing funds. Flexibility: Support multiple charities and causes on your own timeline, allowing for thoughtful and impactful giving. Growth Potential: Contributions can be invested and grow tax-free, increasing the amount you can donate to your chosen causes. Legacy Building: Establish a lasting legacy by involving family members in philanthropic decisions and ensuring support for causes you care about for generations to come. If you'd be interested in getting started on your charitable giving journey, reach out to our team and we'd be happy to discuss the options we have available. #Philanthropy #CharitableGiving #DonorAdvisedFunds #TaxBenefits #GivingBack #Legacy --- Would you like to include any specific details or tailor this post to a particular audience?

💰 It’s National Nonprofit Day, an opportunity to recognize the positive impact nonprofit organizations have on our lives and our communities. Recognition can take many forms, from volunteering to making a financial contribution. One way you can benefit an organization you care about and help yourself at the same time, is by pairing a charitable remainder trust with an annuity. This strategy is known as a split-interest gift: part of the gift is assigned to charity and part of the gift stays with you and/or your spouse in the form of an income stream. And at your death, the trust’s remaining assets pass to the charity, potentially leaving a substantial legacy. Want to learn more? We’ve created material that helps explain the benefits, methods you can use, and highlights some additional considerations to keep in mind. View and download the materials here: https://lnkd.in/gTBgZdiq #AugustarRetirement #CharitableGiving #Annuity #Annuities #NationalNonprofitDay

As we approach Giving Tuesday and the crucial December 31st charitable giving deadline, we want to remind you of the financial benefits of strategic philanthropy. Our team at CJFS is here to guide YOU in potentially maximizing your charitable impact and tax benefits. Here are some strategies to consider: ✨ Gift Appreciated Assets: Enhance your donations by avoiding capital gains tax when donating long-term appreciated assets like stocks. ✨ Donor-Advised Funds (DAFs): Enjoy immediate tax deductions and support your favorite causes over time with a DAF. ✨ Early Contributions: Optimize tax advantages by donating during high-income years. ✨ Qualified Charitable Distributions (QCDs): If you are aged 70½ or older, donate up to $105,000 tax-free from your IRA to eligible charities. For personalized advice tailored to your financial goals, contact our team today. Let us help you make your generosity count. #Philanthropy #FinancialPlanning

Today is Giving Tuesday, a day of global generosity. It’s the perfect time to support a nonprofit that is meaningful to you. Whether you volunteer, share your expertise or donate, no impact is too small. This #GivingTuesday, consider how charitable giving can align with your financial goals. Here are a few strategies that not only support causes you care about but also offer tax benefits: 1. Donor-Advised Funds (DAFs): Donate now, distribute later, and enjoy immediate tax deductions. 2. Charitable Remainder Trusts (CRTs): Get income today, and leave a legacy to charity later. 3. Gifting Appreciated Assets: Avoid capital gains taxes by donating appreciated stocks or real estate. 4. Qualified Charitable Distributions (QCDs): Donate directly from your IRA to charity, reducing taxable income. 5. Planned Giving: Include charities in your estate plan for long-term impact and tax benefits. Want to explore how these strategies can work for you? Reach out for a consultation! #GivingTuesday #Philanthropy #CharitableGiving #FinancialPlanning #TaxStrategy #Legacy

With Giving Tuesday here and the December 31st charitable giving deadline fast approaching, we wanted to share a reminder that charitable contributions can be financially advantageous, especially when well-planned. Here are some general strategies that high-net-worth individuals can employ: ✨ Gift Appreciated Assets - Donating long-term appreciated assets like stocks directly can increase your donation's value by avoiding capital gains tax. ✨ Donor-Advised Funds (DAFs) - Establishing a DAF allows for immediate tax deductions while supporting your favorite charities over time. ✨ Early Contributions - Maximize tax benefits by making substantial donations during high-income years. ✨ Qualified Charitable Distributions (QCDs) - If you’re 70½ or older, donate up to $105,000 tax-free from your IRA to a qualifying charity. For tailored advice based on your unique financial goals, reach out to us today. We are here to help you make the most of your generosity. #Philanthropy #GivingTuesday #Nonprofits #CharitableGiving

🎁 Spread Love & Make a Lasting Impact This Holiday Season! 🎁 The holidays are a season of giving—an opportunity to touch lives and bring hope to those in need. 💖 Your charitable contributions not only create meaningful change but can also offer tax benefits if made by December 31. 📅 Here’s how you can make your giving truly count: ✅ Donate to IRS-approved organizations to ensure your gifts go the extra mile. ✅ Keep clear records—your generosity deserves recognition on your tax return! ✅ Remember deduction limits: typically, cash gifts up to 60% of AGI and non-cash gifts up to 50% for public charities. Not sure where to start? 💡 We know some incredible charities doing life-changing work, and we’d love to help you find one that resonates with your heart. 🌟 Your generosity can light up someone’s world this season and beyond. Drop a comment, send us a message, or tag someone who inspires you to give. Together, we can make a difference! 🌍 #SeasonOfGiving #CharitableGiving #MakeAnImpact #HolidayKindness

Our Founder recently had a great conversation with her financial advisor about starting a donor-advised fund (DAF)! 🎉 If you’re someone who gives to charity on an annual basis, a DAF might be a game-changer for you too. Here’s why: ✅ Tax Savings: Contributions to a DAF are tax-deductible in the year they're made, even if you distribute the funds to charities later. ✅ Strategic Giving: You can contribute in high-income years and distribute the funds over time, ensuring consistent charitable support. ✅ Flexibility: You decide when and where the funds go, making it easier to align your giving with your values. If you haven’t looked into donor-advised funds yet, talk to your financial professionals about whether it makes sense for you. If you find this helpful, consider supporting this 501c3 nonprofit, Journey to Esquire®️, at journeytoesquire.com. Let’s make a difference together! 🙌 (This post is not legal or tax advice.) #StrategicGiving #FinancialPlanning #JourneyToEsquire #NonprofitSupport #Philanthropy

🌟 Maximize Your Impact with Donor-Advised Funds (DAFs) 🌟 🎁 1. Immediate Tax Deduction: When you contribute to a DAF, you can take an immediate tax deduction for the donation. This means you receive tax benefits right away, even if you decide later which charities should receive your funds. 🌱 2. Strategic Giving: DAFs allow you to build a philanthropic strategy over time. You contribute now and recommend grants to your chosen charities when you’re ready. It’s like planting seeds of generosity that grow into impactful gifts later on. 🔍 3. Anonymity and Privacy: DAFs offer a level of anonymity. While the DAF sponsor ultimately decides which charities receive the funds, your recommendations remain confidential. If you prefer to give without public recognition, a DAF provides that flexibility. 🏛️ 4. Streamlined Administration: Managing charitable giving can be complex. DAFs simplify the process by consolidating contributions into a single account. Say goodbye to paperwork hassles and administrative headaches. 🌎 5. Amplify Your Giving: DAFs allow you to invest the contributed funds, growing the charitable pool, tax-free, over time. By doing so, you can have a more significant overall impact on the causes you care about. Remember, philanthropy isn’t just about giving—it’s about making a lasting difference. Consider opening a DAF and start shaping your legacy today! 🙌 #Philanthropy #GivingBack #DonorAdvisedFunds