Travis Credit Union’s Post

Did you know that qualified charitable distributions (QCDs) from traditional IRAs can be a powerful tool for both donors and nonprofits? Our Tax Director, Emily Smikal, CPA shares how educating supporters on this strategy can amplify charitable impact while providing tax advantages. https://bit.ly/3Y73809 #CharitableDonations #NonprofitTips

In today’s Greater Giving Moment on WKNO 91.1 FM, we share year-end tax planning tips with Perry Green, CFO at Waddell & Associates Wealth Strategists. Discover how charitable giving strategies—like appreciated stock donations, bunching donations, and qualified charitable distributions—can maximize your community impact while reducing your 2024 tax burden. Explore the segment and consult your advisor to learn more. https://ow.ly/ErZ850U2oJB · · · #GreaterGivingMoment #CharitableGiving

Hundreds of nonprofit organizations, including ECFA, are urging Members of Congress to permanently restore a charitable deduction for non-itemizing taxpayers. Will you join these organizations before Giving Tuesday? Read more 🗞️ https://lnkd.in/e3Xu_RVy #Congress #CharitableDeduction #Tax #GivingTuesday

This holiday season, discover how to make your #charitablegiving more impactful. In our webinar, Revealing the Potential of Charitable Giving, Dave Ragan, CFP®, AIF, and Peter Christian, Tax Advisor, share strategies to optimize your giving, from leveraging Donor Advised Funds to understanding Qualified Charitable Distributions. Watch online anytime and uncover how your generosity can create meaningful change. https://bit.ly/48etemA #holidayseason #financialplanning

Charitable giving has been in flux for #nonprofits over the last few years, but a five-year analysis shows trends stabilizing. Nonprofit partners can leverage learnings from the Blackbaud Institute 2023 Trends in Giving Spotlight to maximize the generosity of donors across generations. Read the report: https://lnkd.in/g3BNUkHr #fundraising #nonprofit #charitablegiving

For over 40 years, the Community Foundation has helped donors make the year-end giving season easy and joyful. The end of the calendar year is often when donors think strategically about how to maximize the impact of their charitable dollars, while minimizing their tax burden. To support your end-of-year giving in being tax-wise and making a difference, read ten helpful tips here: https://lnkd.in/gjizhDrt

Year-end is fast approaching! Here are three important tips to consider as you evaluate where you stand with your charitable giving goals for 2024 and review your tax situation with your advisors. Whether you’ve already established a fund at the community foundation or are considering it, we look forward to hearing from you. Read more on our blog: https://lnkd.in/gBbbC5vZ

The latest Fundraising Effectiveness Project report is out, and the trend of more dollars from fewer donors continues. Read more below, and if you’d like to get involved in advocating for a universal charitable deduction for non-itemizers to encourage giving from all donors, let me know.

How can your credit union amplify its charitable giving budget to create a greater financial impact in your community? A Charitable Donation Account (CDA) might be the investment you’ve been missing. With a CDA, credit unions can maximize giving by using investment returns – not operating income – to support local causes. Make every dollar count and increase your reach by partnering with First Community Trust to explore how a CDA can stretch your charitable impact even further. Let’s get started today! Contact us to learn more! https://lnkd.in/gYhT22G #creditunions #financialservices #charitabledonationaccounts #financialimpact

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/Ng0v30sGLP2