Crown Asset Management, LLC’s Post

CRATs offer fixed income for donating assets to charity. Carefully evaluate before deciding if a CRAT is right for you.

Trade for Good, an innovative #stockbroking platform, redefines the traditional brokerage model by sharing half of its #brokerage fees with partner #charities chosen by investors.  Unlike typical stockbrokers who retain a significant portion of brokerage fees, Trade for Good has turned this model on its head, ensuring that a portion of every trade supports charitable causes. Investors receive receipts directly from the charities, enabling tax claims on their contributions. More at #Proactive #ProactiveInvestors #ASX http://ow.ly/LmwS105zpuL

You’re Invited - A Seminar from Manchester Capital Management With a clear vision for how to build your legacy, you can better involve your entire family in philanthropic decision making. This includes teaching younger generations about the origin and purpose of your family’s wealth while retaining the control you want over your investments, determining the ultimate use of your funds, and maximizing potential tax benefits. As a true multi-family office, Manchester Capital Management has experience helping and guiding Ultra-High-Net-Worth families as they create charitable plans. Questions we can help you address include: • How does charitable giving fit into your overall wealth planning goals? • How can a family meeting help align values across generations? • How can you clearly communicate your values? • How can you help your entire family agree upon a mission for your wealth • How best can you educate your children about how funds are invested and how to make “smart” charitable decisions? • Should you create your own private foundation, utilize a donor-advised fund or other vehicles? Join us for an informal online seminar to hear Senior Wealth Managers and Partners Morgan Roberts and Brian J. Vogel, CFA discuss how they assist families in making sound charitable decisions as well as selecting the charitable giving structures that work best. While you can listen to our seminar at any time, please feel free to reach out and discuss your unique situation. To hear Morgan and Brian’s perspective, please click the link below. https://lnkd.in/dUeWc3tq

Join me for special new webinar I’m moderating Oct. 9 (later on demand) on Estate And Charitable Planning For Company Stock And Equity Comp. Three leading financial and legal experts will provide core knowledge, insights, and practical takeaways on fundamentals and tax-efficient strategies for estate planning and charitable donations involving company stock and equity comp. The focus will be on preserving wealth, maximizing its impact, transferring it to future generations, and preventing mistakes. The panelists, include David Haughton, Mani Mahadevan, and John Nersesian . Their presentations feature case studies illustrating scenarios where these professionals have helped clients save, contribute, protect, or transfer millions of dollars. https://lnkd.in/e_eAxbUM #restrictedstock #stockoptions #stockcompensation #executivecompensation #financialplanning #financialplanner #financialadvisor #financialadvice #wealthmanagement #wealthplanning #equitycompensation  #financialeducation #financialliteracy #taxplanning #taxlaws #ESPP #ipo #startups #taxtips #financialeducation #financialliteracy #estateplanning #charities #charitablegiving #DAFs #donoradvisedfunds #foundations #trusts #QSBS

Check out my recent Estate Planning Blog Article: Exploring Charitable Remainder Trusts: Key Financial Benefits 👉🏽👉🏽 https://lnkd.in/gtF2urmy

Trustees and their investment managers should be prepared to think more imaginatively about harnessing their investment approach to achieving their key goals, whether this be security, at one end of the spectrum or at the other, aligning with their mission. Rachel Titchen , Charities and Investment Director at consultancy Broadstone explains why https://loom.ly/cD3P388

Hey everyone! Just a friendly reminder that our April Newsletter is right around the corner, scheduled to go out on April 17th, 2024. We still have some available slots for sponsors to promote their companies or services in the newsletter. 📧💼 With high-quality imagery, interactive click-throughs to your own website, and a starting price of just £200 per advert, this is a great opportunity to reach over 8,000 property enthusiasts. Our audience consists of a mix of investors, property hedge funds, family offices, consortiums, and charities. 🏢💼🌟 If you're in the property sector and believe your company or service would be attractive to our members, please drop us a DM. Space is limited, and we'll be working on a first-come, first-serve basis. Don't miss out on this chance to connect with the right people! 🤝🌐 The closing date for submissions will be Friday, April 12th, 2024, so make sure to get in touch soon. We're excited to work with you and help spread the word about your business. 🎉📩 #PropertyNews #RealEstateUpdates #InvestmentOpportunity #PropertyMarket #SponsorshipOpportunity #BusinessPromotion #PropertyEnthusiasts #PropertyInvestors #CompanyPromotion #NewsletterAdvertising #PropertyIndustry #SponsorshipDeals #PropertyMarketing #BusinessNetworking #PropertyCommunity #NewsletterPromotion #RealEstateSponsors #PropertyProfessionals #NewsletterCampaign #PropertySuccess

Here’s a recap of five key charitable giving developments in 2023 that are most certainly worth keeping an eye on in 2024. 

https://lnkd.in/ed4jFPDN Digital asset management (DAM) is used by all kinds of clients who want to make better use of their assets. That’s by no means limited to profit-seeking businesses. Indeed, DAM software can be hugely beneficial to charities, helping them raise awareness and attract donations or funding with minimal time and effort. In this post, we’ll take a closer look at how DAM can help charities.

As we move into January, many investors look to review their finances and set #resolutions for the new year. We asked our Head of Charities & Philanthropy, Rupert Cecil, what trustees should be considering when it comes to investing. #investingforcharities #trustees #investmentmanagement