CAPTRUST’s Post

Great tips for nonprofit leaders.

For nonprofit leaders and investment committee members, understanding fiduciary responsibilities is key to mitigating legal risk and creating better outcomes for the people, communities, and missions that they serve. This video outlines seven best practices for fulfilling fiduciary duties, including compliance with relevant laws, transparency in reporting, and when to seek guidance from independent advisors.

Many individuals fail to take full advantage of available tax breaks, resulting in missed opportunities to reduce their tax burden. From energy-efficient home improvements to charitable contributions, there are numerous deductions and credits that can lower your taxable income and increase your tax savings. However, identifying and claiming these tax benefits requires careful planning and attention to detail. By working with a knowledgeable tax professional, you can uncover hidden tax savings and keep more money in your pocket. Get in touch today to find out more about how our team can help:  https://lnkd.in/eaSvwSZr #wealthmanagement #financialplanning #wealth #investment #wealthbuilding #financialfreedom #finance #taxobligation #corporatetax #taxplanning

Good news! Your organization was just awarded a federal grant — but how does that affect your requirement for an audit? Generally speaking, you may be subject to a single audit if you spend $750,000 or more on federal awards during the fiscal year. Of course, the source of the funds also carries some weight. Learn more today: https://ow.ly/Na1j50Qu6i2 #Audit #Grants

Want to see how outsourced accounting can strengthen donor confidence? Discover how this strategy boosts your nonprofit’s credibility. 📌 To enhance your financial trust, DM 'Boost Trust'.

Explore the narrative of Social Security, its historical inception, operational mechanics, and societal impact. This piece offers a thorough understanding crucial for adept financial planning and tax management.

📚 Check out our latest blog post: "Bridging the Gap: The Role of Pre-Settlement Funding in Reducing Financial Disparities." In this insightful article, we delve into how pre-settlement funding can play a crucial role in leveling the playing field for individuals facing financial challenges during legal proceedings. Discover how accessing funds before a settlement is reached can make a significant difference in alleviating financial burdens. Read the full article here: https://lnkd.in/exyjYeiZ Empower yourself with knowledge and learn how pre-settlement funding can make a difference! 💡 #PreSettlementFunding #FinancialEquality #LegalSupport 🤝

Let's talk about family trusts. Check out this video to learn why individuals and families utilize this valuable tool. #financialadvisor #financialliteracy #estateplanning https://lnkd.in/gdTU_kWS

Save 📌 and Share with 3 people in your network 👥 🔑 Know Your Rights as a Trust Beneficiary! 🔑 Being a trust beneficiary comes with important rights 🌟 Here are the top five: 1. Copy of the Trust: 📜 You have the right to receive and review a copy of the trust document to understand your role and benefits. 2. Right to Distribution: 💰 You're entitled to receive distributions from the trust as outlined in its terms. 3. Right to Information: 📊 Stay informed! You have the right to access relevant information about the trust's activities and decisions. 4. Right to Accounting: 💼 Ensure transparency! You can request an accounting of the trust's finances and transactions. 5. Right to Trustee Removal: ⚖️ If the trustee isn't fulfilling their duties, you have the right to petition for their removal and replacement. Knowing and exercising your rights protects your interests in the trust. Consult with Legacy for guidance! #TrustBeneficiaries #Empowerment #FinancialLiteracy Give this post a Like 👍 Follow us on Insta: ms.trusts411 🙌 Let's connect on LinkedIn 🤝 DM for Trust Planning 💵 Email: trusts@legacytaxadvisorsllc.com Website: legacytaxadvisorsllc.com --- Register to join our FREE trust webinar this FRIDAY at 10:30am EST, Securing your Legacy - The Advantages of Trusts in Estate Planning 💻 Registration Link: https://lnkd.in/dPxGds2n If you can't attend, DM your email address for the webinar recording 🙌

Let's talk about family trusts. Check out this video to learn why individuals and families utilize this valuable tool. #financialadvisor #financialliteracy #estateplanning https://lnkd.in/gTg3A4X4