Bringing joy back into charitable giving means taking out the pains of charitable paying. 🎉 So, we automated the whole process on the Giving Place, Inc. platform — from confirming donor approvals and IRS status, to scheduling payments and generating personalized checks with your company logo and colors, to debiting accounts, making direct deposits, and tracking acknowledgment letters. We even provide daily auto-updates to verify donations are delivered and compliance tracking is complete. 🙌 It’s all synced with QuickBooks and Sage Intacct so you always have full visibility into the flow of charitable funds. What was once a painful process requiring a lot of time and manual effort is now simple, streamlined, and a lot more joyful for everyone managing it. 💡 Learn more and schedule a demo ➡ giving-place.com #givingplace #simplifygiving #familyoffice #familyofficerelief #donate #funding #charitablegiving #dogood
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Wouldn’t it be nice if sending money to a good cause were as easy as writing a check? 🫰Some in family philanthropy might call that wishful thinking. We saw it as a starting point—then proceeded to design the Giving Place, Inc. platform to make charitable payments even easier. You can automatically confirm donor approvals and IRS status, schedule disbursements, and facilitate all the payment and tax prep follow-up. Not only does the platform generate checks for you, but they are personalized and branded with your company logo and colors. Want to guarantee timely delivery of big, important payments? Choose from direct deposit or FedEx. We even send daily auto-updates to confirm that all donations are delivered and compliant. Giving Place lets you get all parties assessed and grants paid and tracked with next to no effort on your part. Even writing a check isn’t this easy. 😉 💡 Learn more and schedule a demo ➡ giving-place.com #givingplace #simplifygiving #familyoffice #familyofficerelief #donate #funding #charitablegiving #dogood
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Considering Charitable Giving? Ensure Your Donation Counts! 🤝 At Alexander Khan & Co, we believe in the power of giving back to the community and supporting charitable causes that matter to you. However, it's essential to ensure that your contributions are going to registered and legitimate charitable organizations. 💼 Why Verify Charity Registration: Donating to registered charities not only ensures that your generosity goes to a legitimate cause but also offers potential tax benefits. It's a win-win situation that allows you to make a positive impact while optimizing your financial planning. 🔍 Check Charity Registration: Before you make your charitable donation, take a moment to verify if the organization is registered. You can easily do this by visiting the official registry or using tools ➡️ https://lnkd.in/gRkFFrdt 📜 Tax Benefits: When you donate to registered charities, you may be eligible for tax deductions or credits, depending on your jurisdiction's tax laws. Our team of experts can provide guidance on maximizing the tax benefits of your charitable contributions. 📊 Strategic Giving: We understand that your charitable giving is a personal and meaningful decision. Our tax planning services can help you create a strategic giving plan that aligns with your values, financial goals, and tax objectives. 🌐 Contact Us: Reach out to us or visit our website to learn more about our tax services. Let's work together to make your charitable giving not only impactful but also financially savvy. #CharitableGiving #FinancialPlanning #TaxBenefits #CommunitySupport #AccountingFirm #GivingBack 🌟
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Helping the self-employed develop dynamic, tax-efficient plans for retiring well | Wealth Management | Cetera Advisor Networks LLC
Considering giving back? It might seem surprising, but sharing your wealth could actually help you keep more of it. Ever wondered how giving away a portion of your hard-earned money could benefit you financially? Here's the hook: the tax code encourages philanthropy by offering incentives that support various worthy causes. When done right, charitable giving isn't just about being generous—it's a savvy strategy to lower your tax bill while supporting the causes close to your heart. At our office, we partner with experts—certified public accountants and lawyers—to craft giving plans that benefit you and make a difference in the world. Together, we can explore options like charitable remainder trusts, donor-advised funds, and qualified charitable distributions to maximize the impact of your generosity. But here's the best part: you're the boss of your charitable giving journey! You get to choose which organizations to support, aligning your giving with your values and passions. Whether it's backing causes you admire or supporting charities doing meaningful work, your money can make a real difference. #Philanthropy #SmartGiving #FinancialPlanning #TidepoolWealth
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Over 70% of donors feel they are not maximizing the impact of their charitable contributions. This disconnect often stems from two primary reasons: 1. Lack of Strategic Planning: Many individuals give spontaneously, missing out on the opportunity to align their donations with their financial and philanthropic goals. 2. Unawareness of Tax Advantages: A significant portion of donors are not fully informed about the tax benefits associated with different types of charitable giving, leading to underutilized incentives. Addressing these challenges requires a strategic approach to charitable giving. Here are 3 key steps to enhance your impact and maximize benefits: - Bunching Contributions - Donor-Advised Funds (DAFs) - Volunteering Expenses The key to maximizing these strategies? Keeping impeccable records. From receipts to forms, make sure you’re tracking every contribution, big or small. This not only keeps you organized but also ensures you’re ready for tax season, without any surprises. Stay tuned for more insights!
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December is National Giving Month! As we enter the final month of the year, it’s a time for reflection, gratitude, and giving. As a financial advisory firm, we’re here to remind you that giving doesn’t only mean gifts under the tree. It can also mean making a difference in the lives of others through charitable donations. Remember, charitable giving not only supports causes close to your heart, but it can also offer tax benefits. It’s a win-win, contributing to your overall financial strategy while making a positive impact in your community. Let’s embrace the spirit of giving this December. If you’re considering making charitable contributions as part of your financial plan, we’re here to guide you. Let’s make sure your generosity also aligns with your financial goals. Wishing you a joyful and generous December! #NationalGivingMonth #FinancialPlanning #CharitableGiving
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Considering giving back? It might seem surprising, but sharing your wealth could actually help you keep more of it. Ever wondered how giving away a portion of your hard-earned money could benefit you financially? Here's the hook: the tax code encourages philanthropy by offering incentives that support various worthy causes. When done right, charitable giving isn't just about being generous—it's a savvy strategy to lower your tax bill while supporting the causes close to your heart. At our office, we partner with experts—certified public accountants and lawyers—to craft giving plans that benefit you and make a difference in the world. Together, we can explore options like charitable remainder trusts, donor-advised funds, and qualified charitable distributions to maximize the impact of your generosity. But here's the best part: you're the boss of your charitable giving journey! You get to choose which organizations to support, aligning your giving with your values and passions. Whether it's backing causes you admire or supporting charities doing meaningful work, your money can make a real difference. #Philanthropy #SmartGiving #FinancialPlanning #TidepoolWealth
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Make Your Charitable Giving Plan as Tax-Efficient as Possible — Choose impact over impulse. Many people make donations to charities using a credit card – or maybe by writing a check – and assume they will receive a charitable deduction come tax time (as long as they are itemizing their deductions on their tax return). While generous, this is not a particularly tax-efficient way to govern your charitable giving strategy over the course of your life, and we suggest you consider some of the following ways to maximize the impact of your charitable gifts. Here's one way to do that. Before you even consider ways to improve the tax efficiency of your giving, it’s also worth asking yourself whether your charitable giving habits have a real impact on the issues you care about. It’s easy to get caught up in responding to fund-raising letters, calls, or drives by making small donations. While this may make you feel good, with a little more planning, it is possible your gift can have a greater effect. You may find it more satisfying to determine an annual budget for charitable giving which would allow you to be more strategic in your giving. You might decide to give to fewer organizations, but with larger gifts to ensure your contribution is having the maximum impact. At that point, it’s critical to think about how to do so tax-efficiently. Your Bridgewater Team #bridgewateradvisors #taxefficientgiving #charitablegiving #charity
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A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity that allows a donor to: → Contribute, → Receive an immediate tax deduction, → And recommend grants to charitable 501(c)3 organizations from the fund over time. Here are three key considerations about DAF'S to speak with your advisor(s) about: ► Clarifying your charitable goals and intentions: Make a list of the organizations you would like to support and be able to articulate your goals to help guide your decisions. ► The amount to contribute to your DAF: What can you afford to give and what will be your expected tax benefit? ► Coordinate with your tax professional: For example, to maximize deductions, it often is best to bundle several years’ worth of contributions into one tax year. There are several other considerations when using a DAF that will help you make the most of their benefits. Learn what they are here: https://lnkd.in/gZbiKaZW #donoradvisedfund #yearendgiving #501c3 #philanthropy
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Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plans. In fact, being strategic and intentional with your charitable contributions can create tax benefits for both you and your chosen charity. In this update I cover what you should consider before making charitable gifts and include a PDF checklist of things to consider before making a charitable gift. This checklist will help guide you as you consider and implement a charitable giving strategy. It covers: - Philanthropic motivations and goals - Cash flow considerations - Asset selection when funding gifts - Charitable giving vehicles - Tax planning and deductibility The link to the full update is in the comments. #dreamfp #wealth #charity #finance
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December is National Giving Month! As we enter the final month of the year, it's a time for reflection, gratitude, and giving. As a financial advisory firm, we’re here to remind you that giving doesn't only mean gifts under the tree. It can also mean making a difference in the lives of others through charitable donations. Remember, charitable giving not only supports causes close to your heart, but it can also offer tax benefits. It's a win-win, contributing to your overall financial strategy while making a positive impact in your community. Let’s embrace the spirit of giving this December. If you're considering making charitable contributions as part of your financial plan, we’re here to guide you. Let's make sure your generosity also aligns with your financial goals. Wishing you a joyful and generous December! #NationalGivingMonth #FinancialPlanning #CharitableGiving
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Strassler, LLC
8moAwesome platform !!!