Last week, we supported our Powerful Partners, MyBnk to bring financial education to life as part of this year’s Step Up Expo through their gamified approach to financial education ‘Money Olympics’. Over two days, more than 5,000 teenagers had the opportunity to improve their financial literacy while competing in interactive, educational games and exploring career pathways. Sarah Moody, Chair of the abrdn Charitable Foundation who attended the event, commented: "Financial literacy is more than just numbers. It's about providing people with the knowledge of how to budget, save and invest for the future. It was great to come along and visit the MyBnk stand and see this in action in such an innovative way" Learn more about the event and our partnership with MyBnk: https://ow.ly/lURs50StAVL #FinancialLiteracy #Partnerships #Charity
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What do you wish you’d been told about money when you were a teenager? We'd love to see your comments below.... We believe that financial education is a key component of financial wellbeing, which is why we are building relationships with charities actively working to improve money literacy from primary school and up. These include RedSTART, The Money Charity and Young Enterprise. #financialwellbeing #financialeducation #moneycharities
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New Blog! 📝The holidays are a great time to support your favorite charities. But, before pulling out their checkbooks or credit cards, tax-savvy donors often look to other giving methods to maximize the value of their generosity. Director of Financial Planning Jon Gannon, CFP® shares five strategies to maximize philanthropic giving. https://lnkd.in/gkq5y89y . . . #vistablog #financialadvisors #wealthmanagement #vistacapitalpartners #vistacp #vista #investments #financialplanning #financialfuture #retirement #growlearnsavebuild #pnw #oregon #investinyourself #generationalwealth #investinyourfamily #investinyourfuture #investinyourlegacy
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November and December tend to be the time of year where people focus their efforts on financial philanthropy. Many have an idea of where they want their funds to go, but others may take more time in making that decision. Donor-Advised Funds allow you to make a contribution today and benefit from the tax deduction while maintaining the ability to make informed choices on where the funds are distributed. Donor-Advised Funds are also a great way to teach your children, both adolescent and adult about the power of generosity within your community. Bringing your children into the decision on how funds are distributed is a great way for children to learn about the missions of local or national charities and learn what missions ignite their passion. RBC has a great insight piece on how to navigate the complexities of Donor-Advised Funds to ensure that the philanthropic mission is carried out. If you have any questions about how Donor-Advised Funds can be used strategically while supporting your mission, please don't hesitate to reach out to me to discuss in more detail.
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Helping Experienced Tax Professionals "Find their Space, Create their Future" at Cherry Bekaert
Looking to enhance your knowledge about the benefits of charitable giving? Take this quiz to test your understanding of how charitable giving can be a versatile planning tool. From tax deductions to estate planning, discover seven ways it can help you achieve your financial goals. Check it out here: https://okt.to/od4krB
Can You Ace This Charity Quiz? | ThinkAdvisor
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Learn how you can save on taxes, support charitable causes, and secure your financial future! Don't miss out on these incredible opportunities Bill Lloyd shared with My Financial Coach (MFC) in the latest episode of MFC-Live! https://loom.ly/bD-aQuY The Charitable Payraise #Taxes #TaxStrategies #FinancialFreedom #MoneyMatters #RetirementPlanning #CharitableGiving #FinancialTips
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Learn how you can save on taxes, support charitable causes, and secure your financial future! Don't miss out on these incredible opportunities Bill Lloyd shared with My Financial Coach (MFC) in the latest episode of MFC-Live! https://loom.ly/bD-aQuY The Charitable Payraise #Taxes #TaxStrategies #FinancialFreedom #MoneyMatters #RetirementPlanning #CharitableGiving #FinancialTips
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Thinking outside the checkbook is a great way to maximize giving potential and tax benefits for your clients. Check out this short video for more info!
Are your HNW+ clients prepared to unlock the potential of their complex assets this #Giving Season? #DonorAdvised Funds (DAFs) offer unique opportunities to include alternative assets in their charitable giving strategy. With a tailored #DAF program, clients can make flexible contributions while maintaining sophisticated investment options. See how to unlock the power of complex assets in DAFs: https://bit.ly/3MJhZIM #ComplexAssets #WealthManagement #YearEndGiving
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😬 What do you do when pushed into a higher tax bracket? DAFs FTW! 🥳 Consider leveraging charitable donations to manage your tax impact! 🎁 Make a significant contribution NOW and distribute it over the coming years to smooth out your charitable giving and reduce your taxable income. It's a strategic way to give back and lower the tax blow. Mike and Matt break it down in episode 140 of Financial Life Planning. #SmartGiving #TaxTips #CharitableDonations #FinancialPlanning #DonorAdvisedFund #TaxStrategy #IncomeManagement #CharityWork
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Interested in stewardship investing? This might be the class for you. See below for details.
The Steward Investor Masterclass, for everyone, is launching two new cohorts in July. This is a 10-week course for anyone who desires to become a biblical steward or grow in applying faith-driven investing strategies throughout their pre-tax, after-tax, and charitable portfolios. 📅Tuesdays, 9-10 am ET, July 16th - September 24th 📅Thursdays, 12-1 pm ET, July 18th - September 26th Register now! https://lnkd.in/eFS597AP #eternityfocusedinvesting #biblicalstewardship #stewardeverythingforGod #oikonomos
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Exploring Pooled Income Funds (PIFs): A charitable giving fund with the potential for a continued income stream and considerable tax advantages. Discover key considerations in our latest blog. Invest with Clarity®! https://ow.ly/UGoL50QnzJ9
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