We're so proud of the work done yesterday by the UM Worldwide teams to better their communities around the globe. Thank you all for your contributions!
Thank you to our ONE UM global community and to our charitable partners for another amazing #UMImpactDay! Hear from our Global CEO, Andrea Suarez, on why this beloved tradition is so important to us at UM. #UMBetterWorld
"🌟 Did You Know? The Boswell Family Charitable Foundation is on a mission to illuminate the path to education and nourish the future of our communities. 📚In our 6th installment, we're shining a light on the strides we're making against educational and food insecurity. Stay tuned to see how together, we're making a difference. #BoswellFamilyFoundation #EducationForAll #EndFoodInsecurity"
Step by step & together: You tell us about your charitable passions and we find a way to serve them! Build a Charitable Giving Plan and make a lasting difference in Chippewa County. +Add us to your professional advisement team to maximize tax-wise solutions. #financialplanningtips #plannedgiving #taxsavings
Listen 👂🏻 to the Ascent episode 107 is below. Topic: Charitable giving!
Now's the time to look at your finances and your vision for the future. Make sure that whatever is important to you, whether it's caring for your family and your children or giving to a charitable organization, the plan is in place to secure that legacy. #postsale #businessowner #businessexitplan
The July issue of Ruralite is here! In it, you'll find important information about protecting yourself from scams, plus an article on our Charitable Trust board. Enjoy! #Ruralite
Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, John and Michael Parise break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct
Explore the benefits of Charitable Remainder Trusts for a steady income stream. Read more about how CRTs can support your financial goals and provide for your heirs and charities. 👇 You can learn more at the link below. https://loom.ly/yfiyA04 #PensionProfessionals #FinanceUSA #CharitableRemainderTrusts #February2024
Empowering business owners and women professionals to build wealth and confidence | High Bluff Private Wealth
As we wrap up #NationalGivingMonth check out our latest video to learn how to make the most of your charitable gift!
It's never too late to make a difference! Continue spreading the holiday cheer through Charitable Giving this December. Check out our video on Charitable Giving now: 🎁🌟 #GivingMonth
Did you know that once you reach age 70.5 you can make charitable donations directly from your IRA? Learn about Qualified Charitable Distributions and when they make sense here:
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3moKudos to the UM Worldwide teams. Your community initiatives are truly inspiring. Impact of collective efforts stands out. Keep driving positive change.