You are invited to honour your loved ones and join us in October for our Wills Week. We are proud to announce that we have collaborated with John Hodge Solicitors to be able to provide our dedicated supporters with a will writing service. John Hodge Solicitors have generously provided us with 12 wills. They will not be taking a fee for these and instead are asking for a suggested donation of £250 to go to bibic to help us transform more lives. Get in contact with our fundraising team to find out more at fundraising@bibic.org.uk
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Vestmark can help with approaching life-cycle events for your clients, including: 🔷 Realizing gains to absorb tax losses generated elsewhere 🔷 Termination of an active SMA manager 🔷 Making an in-kind donation to a charity Read the blog: https://hubs.ly/Q02FBpJc0 #TaxManagement #DirectIndexing #SMA
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What does the law say about requisites of a valid donation? Read here: https://lnkd.in/ghJKb7rY Like us for more updates! Subscribe to our newsletter here: https://lnkd.in/ggWVutiF #donation #validdonation #AlburoLaw
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When you’re tallying up those tax deductions, it’s a great chance to review the charitable donations you’ve made over the past year. 💝🎗 Giving to causes you care about may be small one-off gifts, or part of a more orchestrated plan. Just remember to take the credit where you can! For example, if you paid for a museum membership, part of that gift is usually tax-deductible. 🏛️📝 #moneytips #financialknowledge #financialliteracy
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While qualified charitable distributions (QCD) are a popular way to unlock tax savings when giving to charity, are they really the most tax-efficient method? In many cases, it can be more effective to gift appreciated securities held for at least a year. Read on to learn about the pros and cons of both approaches to help optimize your philanthropic strategy. https://bit.ly/3BClVZD
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Are you planning to donate shares of your closely held business to a charity this year? Here’s how a business valuation professional can help you get it done right: https://bit.ly/3XHPfXz
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We recently sat down with Adam from Fairway Wealth Management to talk about a method of giving that has been gaining popularity - the gift of securities. Learn more about giving the gift of securities at:
Why would someone consider making a donation of securities to a charity of choice instead of cash? Let’s dive into this! Adam from Fairway Wealth Management is here with the Chatham-Kent Hospice Foundation to talk about giving! While the traditional way to make a donation of cash or cheque is after tax dollars, if you’ve already paid tax, the new trend is to donate a security where you have a large capital gain. The reason behind this is so the Foundation of your choice still gets the funds that help them with their goals. You don’t pay tax on the capital gain, so it’s a double win for you! National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).
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While qualified charitable distributions (QCD) are a popular way to unlock tax savings when giving to charity, are they really the most tax-efficient method? In many cases, it can be more effective to gift appreciated securities held for at least a year. Read on to learn about the pros and cons of both approaches to help optimize your philanthropic strategy. https://bit.ly/3TYvAjl
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If philanthropy is one of your goals, a good Advisor will help you to do so while maximizing your tax savings. Here is Adam Watson sharing his wisdom.
Why would someone consider making a donation of securities to a charity of choice instead of cash? Let’s dive into this! Adam from Fairway Wealth Management is here with the Chatham-Kent Hospice Foundation to talk about giving! While the traditional way to make a donation of cash or cheque is after tax dollars, if you’ve already paid tax, the new trend is to donate a security where you have a large capital gain. The reason behind this is so the Foundation of your choice still gets the funds that help them with their goals. You don’t pay tax on the capital gain, so it’s a double win for you! National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).
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Meet the real-life elasti-boy with a rare condition that leaves him extremely bendy and in pain - here’s how bibic helped Wilson and his mum…
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KENZIE TAKES FUNDRAISING CHALLENGE IN HIS STRIDE TO RAISE MONEY FOR BIBIC, A CHARITY CLOSE TO HIS FAMILY’S HEART