Brentwood Financial Advisors’ Post

Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. Read more here. https://hubs.ly/Q029Ky6f0 #Pekin #FinancialAdvisor

This week on FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax planning. Today they discuss how using a donor-advised fund can simplify record keeping, especially when you are donating to a large number of charities. To learn more, view the full video and blog post by visiting https://lnkd.in/ecSqXnQW #ACPMemberWisdom #donoradvisedfunds #charitablegiving #taxplanning #financialplanning

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

In the current cost of living crisis both individuals and charities are clearly feeling the strain. By taking tax advice on charitable donations individuals can derive a number of benefits from the way in which they structure their giving. Evelyn Partners recommends considering the most tax efficient way to make larger donations. Learn more: https://bit.ly/3unrFTv #giving #donations #taxefficiency

Making charitable donations could potentially bring benefits to both you and your chosen charity. Check out this article to learn how to maximize each benefit. https://hubs.li/Q02cJyZ30 #StateECU #Onward #CharitableGifting

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

If you want to support worthy causes while making intelligent financial decisions, donating property to a qualified charity can be a powerful way to achieve both goals. This article explores the many ways charitable contributions can potentially qualify for a tax deduction. https://ow.ly/kCIC50T75PI #ReduceTaxes #Donations #FinancialPlanning

What’s the best way to give to charity? Should you write a check? Should you make a Qualified Charitable Donation? Should you gift stock? Should you open a Donor Advised Fund? Should you open a Charitable Remainder Trust? There are many options and many nuances to consider. Ask us how we help our clients navigate their charitable options.  File #6774742.1

If you want to support worthy causes while making intelligent financial decisions, donating property to a qualified charity can be a powerful way to achieve both goals. This article explores the many ways charitable contributions can potentially qualify for a tax deduction. https://ow.ly/HH0A50SNIxu #ReduceTaxes #Donations #FinancialPlanning