Charitable giving is a way to leave a lasting legacy that extends beyond your lifetime. Share your values and build a foundation of giving for future generations. Visit https://ow.ly/oyox50U5kmZ to learn how to make an impact that echoes through time. #LegacyOfGiving #GenerationalWealth #TomrenWealthManagement
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Make a difference and boost your bottom line! Discover the 10 benefits of charitable giving for high-net-worth individuals. From tax savings to personal fulfillment, learn how giving back can reward your soul and wallet. Read now and start making a positive impact! https://hubs.ly/Q02C-JFW0 #Philanthropy #WealthManagement #GivingBack
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Tomorrow is #GivingTuesday! Remind your clients with #DonorAdvisedFunds to make the most of this global day of giving. With a DAF from Renaissance Charitable, your clients are prepared to make an impactful difference while enjoying flexibility and tax benefits. If your clients don’t yet have a DAF, now is the time to start the conversation. We recommend opening a donor-advised fund no later than December 16 to ensure they can maximize their year-end giving. Don’t let this opportunity pass—start the conversation today to ensure their DAF is funded and ready: https://bit.ly/40ZzL32
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Portfolio Management Director, First Vice President, Financial Advisor at Morgan Stanley
There's more to charitable giving than you may realize. Here's one method that may be tax-efficient and can help maximize your impact. Learn more here: https://lnkd.in/dfaqJmaq
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Senior Vice President |Senior Investment Mgmt. Consultant |Senior Portfolio Manager |Financial Advisor at Morgan Stanley
There's more to charitable giving than you may realize. Here's one method that may be tax-efficient and can help maximize your impact: https://lnkd.in/gb6qrKkq
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This guide outlines how high-net-worth individuals can engage in charitable giving that potentially creates societal change, personal fulfillment, and a lasting legacy. ❤️✨ #charitablegiving
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Charitable giving is a great way to support your community, make an impact, or leave a legacy while also receiving tax benefits. Whether you’re new to charitable giving or have participated in the past, read our newest article for some tips to keep in mind - https://hubs.la/Q02zPR3W0
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Charitable giving isn’t just about helping others—it’s also a way to create a lasting legacy that reflects your values and impacts future generations. #CanadianFinance #WealthBuilding #InsuranceCanada #GenerationalWealth #FinancialFreedom #EstatePlanning
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Estate planning attorney focused on preparing families out of court and out of conflict
🤔 Wondering how to make charitable giving part of your legacy? Discover smart strategies for supporting the causes you care about while potentially reducing estate taxes. Get all the details in our latest blog! 👉 Link in bio!
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