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Giving to charity is more than a kind gesture; it's a strategic decision. Discover how gift annuities, charitable remainder trusts, and bequests can maximize your impact and preserve wealth for your loved ones. We are here to guide your charitable journey.

The 2023 Bank of America Survey of Philanthropy report was released several weeks ago, but this anticipated annual report merits a pause to consider what its findings tell us about the mindset of America's wealthiest donors in the first full "post-Covid" year of 2022. Among its key findings about American's affluent donors: ·   They continue to lead in charitable giving ·   Their volunteerism is on the rebound ·   They have access to a robust toolkit of strategies to achieve their philanthropic goals ·   Religious organizations continue to receive the largest share of their giving dollars ·   Affluent women are a leading force for change in the philanthropic sector ·   The future of philanthropy relies on engaging the next generation of affluent Americans #philanthropy #philanthropists #nonprofits #charitablegiving #givingtrends #top1percent #generationaldifferences #bwf

As April 15 nears, many of us are thinking about #taxes. Make this the year your explore the potential #tax advantages of charitable #EstatePlanning. https://lnkd.in/ea_UEfUw

Inspiring kids to embrace philanthropy goes beyond leading by example; it's about embracing conversation! According to findings from the Lilly Family School of Philanthropy, parents who actively chat with their children about charity significantly increase the likelihood of their little ones getting involved in acts of kindness. While being a role model is crucial, the study highlights the importance of parents 1) diving into intentional discussions about charity, 2) sharing the causes they're passionate about, 3) how they contribute, and 4) the heartfelt reasons behind it all. By infusing these conversations with warmth and making them a regular part of family life, parents can plant the seeds of generosity in their children, nurturing a deep and joyful understanding of the true value of giving. Our non-profit partner, Generation SERVE is offering not only a way to give back, but also the resources to teach your kids about giving! To talk to your kids about giving: https://lnkd.in/g-X-UyND To donate: https://lnkd.in/gGSq-mGV

Choosing the right method of donation can maximize the impact of your generosity. 🌟 Learn how to align your charitable giving with your financial goals for the greatest benefit. #CharitableGiving #Philanthropy #WealthPlanning #FinancialGoals #GivingBack

A new year is such a great time to plan and reboot. As you think about 2024 charitable giving goals and priorities here are a few tips to help break down the concept of planned giving and how The Community Foundation can help you achieve your charitable goals. https://lnkd.in/evMsvEJB

It's not too late to participate in IICF's 2024 Philanthropic Giving Index, a snapshot of industrywide charitable giving and volunteerism. We invite all insurance companies, reinsurers, agents and brokers and other insurance businesses to submit your company's data related to 2023 grants and volunteering through our very brief, 4-question survey at: https://lnkd.in/dkaZ3ecr We will be reporting on collective industrywide totals (individual company data is not cited). IICF introduced the Philanthropic Giving Index last year, and included data from 120 companies representative of all sectors of the insurance industry. Our report showed that the insurance industry granted more than $1.1 billion into our communities and served over 7.5 million volunteer hours in 2022 as #insurancegivesback Learn more about insurance industry philanthropy and IICF's 30 years of impact at: www.IICF.org #IICF30yearsofimpact #insurance #philanthropicleadership #bettertogether #communityinvolvement #volunteersmakeadifference

Whether your goal is to minimize your #tax bill, transfer assets and heirlooms to family, or leave a legacy in your local community; chances are there is a charitable estate planning tool that can help you achieve your objectives. Samaritan has pulled them all together in one spot, so you can compare them, and find a plan to match YOUR goals: https://lnkd.in/gMkwAjmf

Choosing the right method of donation can maximize the impact of your generosity. 🌟 Learn how to align your charitable giving with your financial goals for the greatest benefit. #CharitableGiving #Philanthropy #WealthPlanning #FinancialGoals #GivingBack

Choosing the right method of donation can maximize the impact of your generosity. 🌟 Learn how to align your charitable giving with your financial goals for the greatest benefit. #CharitableGiving #Philanthropy #WealthPlanning #FinancialGoals #GivingBack