Fulton Private Bank’s Post

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

"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

As we approach the year's end, it’s the perfect time to reflect on your philanthropic goals. Strategic charitable giving not only supports the causes close to your heart, but it can also provide significant tax benefits. Reach out to learn how to align your charitable intentions with your financial strategy, ensuring your legacy reflects what matters most to you.

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

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

🗝 The key to unlocking your charitable legacy? Creating a succession plan for your donor-advised fund. Here’s what you need to start the conversation. https://lnkd.in/eYw-CKkb

🗝 The key to unlocking your charitable legacy? Creating a succession plan for your donor-advised fund. Here’s what you need to start the conversation. https://lnkd.in/eJV_x375

🗝 The key to unlocking your charitable legacy? Creating a succession plan for your donor-advised fund. Here’s what you need to start the conversation. https://lnkd.in/ePgqQc_g

A crucial yet often overlooked step in charitable giving is crafting a mission statement. This helps define your values, priorities, and the impact you aim to make with your philanthropy. Learn how to create a powerful mission statement in today’s blog!👇

Defining your core values and motivations for giving is an essential first step creating a strategic, proactive charitable plan. We can help, learn more https://lnkd.in/eyH45sGX