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Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

Explore the benefits of Charitable Remainder Trusts for a steady income stream. Read more about how CRTs can support your financial goals and provide for your heirs and charities. 👇 You can learn more at the link below. https://loom.ly/yfiyA04 #PensionProfessionals #FinanceUSA #CharitableRemainderTrusts #February2024

Many families have used charitable remainder trusts (CRTs) to increase their income, save taxes, and benefit charities. A CRT allows you to convert highly appreciated assets like stocks or real estate into lifetime income. Follow the link to learn more about CRTs from DBL Law’s James Dressman: https://lnkd.in/eX5sxDeR

As we near the end of the calendar year, many people take this opportunity to make donations to nonprofit and charitable organizations. Here are a few things to keep in mind if you are considering making some end of year QCDs.

Want to see your money better the world but not sure where to start? M Wealth Advisors can help! Common charitable giving vehicles include Private Foundations, Donor Advised Funds (DAF), Charitable Remainder Trusts (CRT), and Charitable Lead Trusts (CLT). Learn more at

Want to see your money better the world but not sure where to start? M Wealth Advisors can help! Common charitable giving vehicles include Private Foundations, Donor Advised Funds (DAF), Charitable Remainder Trusts (CRT), and Charitable Lead Trusts (CLT). Learn more at

A private foundation can enable some families to engage in high-impact charitable giving. Discover why these families set up their own foundations—and see if you should consider following suit.

🛎️ Gather round. It’s time for some #Charitableadvice! I am sure I am not the only one who gets asked to donate at the checkout while shopping. What do you think about it? Getting money to charities is important, and many of us don’t think about giving to charity unless we are prompted to do so. From this perspective, I think giving at checkout can be useful. But here’s the thing: the charities at the checkout are chosen for you, not by you. Giving becomes more meaningful and infectious when we choose to give to something we love. We’re also more likely to make this kind of giving a part of our lifestyle. Like any sport or hobby, choosing to focus on what interests us most is partly what brings us back to things time and time again. “By doing what you love, you inspire and awaken the hearts of others.” —Satsuki Shibuya Find out what else I think on the topic of point-of-sale fundraising! 🎥 👇 #CharitableGiving #ImpactAccount #Nonprofit #Tax #MakeADifference

Listen 👂🏻 to the Ascent episode 107 is below. Topic: Charitable giving!