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Wealth Advisor Jason Willits, CFP®, CTFA, ATFA is here to answer your common wealth management questions. What is the best way to give money to nonprofit organizations? Watch Jason explain how to maximize your charitable contributions.

Which plan is best for you when considering your charitable legacy? Read our summary of the differences and benefits of private foundations and donor-advised funds to learn which better suits your goals. https://hubs.ly/Q02wQsLH0

Compelling reason Day 2 to open your Giving fund (DAF) with National Christian Foundation Southwest: Strategic Giving: Make a lasting impact with strategic giving! Open a DAF with NCF Southwest to plan your charitable contributions strategically. Contribute now, then deliberately/strategically decide to support causes that matter most to you and your family.

"We’re building portfolios for long-term compounding growth and to make these assets work for clients – not only for their life, but for multiple generations and charity. We want our clients to think of the big picture and notice that their money has legs and it can really reflect their values." Earlier this week, our partner Chloe Wohlforth, CFP® sat down with Gregg Greenberg to discuss the importance of philanthropy and how we work with mission-driven individuals and families to leave behind a lasting, charitable legacy. Watch the full interview on InvestmentNews: https://lnkd.in/ewB5FZi7

Demystify the process of setting up a donor advised fund with leading financial custodians like Schwab and Fidelity. This video breaks down how these funds have become more accessible and straightforward, moving away from the complexity of traditional foundations or trusts. Learn how you can efficiently manage your charitable giving and make tax-advantaged contributions with ease. #DonorAdvisedFunds #EasySetup #Philanthropy #TaxAdvantagedGiving #FinancialCustodians

Charitable giving should be made with the same focus and intent as other financial goals and decisions. If we can help you establish clear parameters and goals for your charitable giving, please reach out.

If you’re considering a #charitable trust as part of your estate plan, it’s important to understand the difference between the two main types: Charitable Remainder Trusts (CRT) and Charitable Lead Trusts (CLT). Each offers unique benefits to help you meet your philanthropic and financial goals. Learn more at https://spr.ly/6049RGraV.

Launching a charitable arm for your credit union? Don't let compliance challenges stop you! Discover how a Donor Advised Fund can help kickstart your philanthropic journey. https://ow.ly/uFBg50PZ1n9

We believe in the power of purposeful #charitablegiving, so we created a guide to help individuals and families apply structure for more intentional charitable giving. A philanthropic strategy that identifies the causes most important to you! https://buff.ly/3yGuQYI #vermontfinancialadvisor #cfp #financialplanning #philanthropy #smartgiving

Just the Facts with Joel & J2, your financial advisors! It's the season of giving. Here are some stats on what others are doing when it comes to philanthropy. What charitable giving goals do you have for 2023? Whatever they are, we can help you make a plan.