Mentoring Plus - Bath & North East Somerset’s Post

Did you know it's National Estate Planning Awareness Week? Leaving a will is essential for protecting your loved ones and ensuring your wishes are honored. Whether you're planning for your family's future or looking to make a lasting impact through charitable giving, now is the perfect time to get started. Wellspring can help you include a gift as part of your plan, visit https://lnkd.in/gGpsC3zx to get started. Don't wait—plan today to provide lasting change for years to come! #EstatePlanning #FinancialPlanning #EndHomelessness

Did you know that if you are 70 ½ years or older, you can support Holy Cross Health through a charitable distribution directly from your IRA account? Consider an IRA charitable distribution today to make a profound impact in the lives of others. To learn more about the foundation and the impact you can make through your IRA charitable distribution, please contact us at 301.557.GIVE (4483) or foundation@holycrosshealth.org. #LetsMakeItHappen #MakeAIRACharitableDistributionToday

As the 3rd quarter comes to an end, a friendly reminder to those in organizations with matching gift programs to seize the opportunity to make a charitable contribution. Don't forget to submit the necessary paperwork for a matching gift. Supporting organizations that aid our communities is crucial. How do you plan to give back?

This holiday season, consider setting a budget for charitable giving! Planning ahead lets you make a meaningful impact on causes you care about while keeping your finances on track. Let’s make this season one of kindness and thoughtfulness. #HolidayGiving #BudgetSmart #GiveBack

The holiday season isn’t just about giving gifts - it’s also a perfect time to teach children about generosity and financial responsibility. By involving kids in charitable giving, you can help them understand how money can make a difference. Whether it’s choosing a charity together, donating a portion of their allowance, or volunteering as a family, these experiences teach empathy and create lifelong habits of kindness. Start the conversation this holiday season and help your children build values that last a lifetime. Learn more here: https://lnkd.in/eWHev9j2 #PersonalFinance #TobiasFinancialAdvisors #FinancialPlanning #HolidaySeason #TeachingKidsMoney #SeasonOfGiving

This holiday season, consider setting a budget for charitable giving! Planning ahead lets you make a meaningful impact on causes you care about while keeping your finances on track. Let’s make this season one of kindness and thoughtfulness. #HolidayGiving #BudgetSmart #GiveBack 

As the new year approaches, it’s the perfect time to reflect on what truly matters. Charitable giving not only helps those in need but also enriches your life personally and psychologically. Embrace the new you by supporting causes that align with your values. Discover how giving can transform you and your community in our latest article! #NewYearNewYou #CharitableGiving https://lnkd.in/gbVJjuUM

If Black Friday is like a sugar rush, then #GivingTuesday is the soul food we all need! It's an opportunity to help clients swap temporary deals for a lasting legacy of generosity. So, how will you empower clients to maximize their charitable impact? Consider sharing these donor-advised fund strategies with your clients: 1️⃣ Contribute now and plan grants for later, ensuring a more consistent and strategic giving timeline 2️⃣ Encourage involvement from their friends and families through Guest Giving campaigns 3️⃣ Give beyond cash by contributing appreciated securities #philanthropy #givingseason #charitablegiving #donoradvisedfunds

💰🎧 Time to Pay Less & Save More! Ready to unravel the magic of charitable contributions? Dive into our latest episode and discover how being generous can actually fatten your wallet! 😂✨ Curious? Click here to watch: https://lnkd.in/eBDZqW9g 🎉🌟 #SmartSaving #PodcastFun

💡 Tax-Saving Tip for Business Owners 💡 Did you know that making a charitable gift before selling your business could save you hundreds of thousands in taxes? Check out my book, The Bottom Line of Happiness, to discover how charitable giving, paired with tools like charitable remainder trusts, can benefit you and your loved ones while supporting the causes you care about most. Learn more here: https://bubli.sh/Fcq9Pas #BusinessSale #CharitableGiving #TaxPlanning #WealthManagement #Philanthropy