Michael Morton, CFP®, RLP®, ChFC®’s Post

Delve into the world of donor advised funds, an efficient tool for philanthropic giving. Understand how these funds can complement your tax strategy, especially if your charitable contributions don't surpass the standard deduction. This video explains how donor advised funds can bundle donations for a more significant impact, offering a smart way to support your favorite charities while optimizing tax benefits. #CharitableGiving #DonorAdvisedFunds #TaxPlanning #Philanthropy #EfficientDonations

Simplify your charitable giving with NCF's Giving Funds! Discover how our donor-advised funds can help you: ✅ Manage all your giving from any device ✅ Reduce paperwork ✅ Maximize your impact for causes you care about Watch this quick video to learn why Giving Funds are becoming the go-to charitable vehicle for generous givers across America.

Give with your heart and grow with your wealth. For high-net-worth individuals, charitable giving is not just a means of helping others, but a powerful way to build a lasting legacy, strengthen family bonds, and positively impact the world. Read our latest blog post to discover the top 10 benefits of charitable giving for high-net-worth individuals and learn how giving can bring rewards to the soul and benefits to the wallet. Read More: https://hubs.ly/Q02zmqTD0 #MasterWealth #CharitableGiving #Charitable

Grants from donor-advised funds (DAFs) can support qualified nonprofits in arts and culture, education, social services and more. This quick reference guide provides a clearer understanding of how DAFs can be used to support charitable organizations like yours. #Nonprofits #DonorAdvisedFunds #DAFs #Philanthropy

NVCF holds more than 100 donor advised funds. We get a lot of questions, and we have answers. One common question is, what happens if the donor or fund advisor passes away? There are a few options like naming a fund successor, or specifying which charitable organization would receive the remaining balance. All these factors can be discussed when creating or planning for your donor advised fund. To learn more about donor advised funds and how to create your own, go to nvcfgiving.org or reach out to our Director of Gift Planning Bill Hubbard at mailto:bhubbard@nvcf.org. #DAF #Philanthropy #Community #DoGood

Unlock the power of giving! At ProVise, we understand the value of making a difference. Our CFP® professionals will craft a personalized strategy to maximize your impact through charitable giving. We'll guide you through tax-efficient options like Donor-Advised Funds, Private Foundations, and more. Let's build your legacy together. #Philanthropy #CharitableGiving

👉 Listen up to learn nine reasons you might want a Donor Advised Fund 🌍 Elevate your charitable giving with a Donor-Advised Fund! 🌟 Many of us support various charities in an ad hoc manner—whether it's a quick $100 here or $300 there. However, setting up a donor-advised fund allows for more strategic, planned philanthropy. Not only does this organize your donations, but it also provides psychological peace, knowing your charitable impact is planned and tracked. Mike and Matt break it down in episode 140 of Financial Life Planning. 💡 hashtag #CharitableGiving hashtag #DonorAdvisedFund hashtag #Philanthropy hashtag #PlanYourImpact hashtag #StrategicGiving hashtag #MakeADifference

Planning a charitable fundraiser? Ensure it qualifies as an IRS recognized organization. By following proper channels, you make your fundraiser credible and empower donors to maximize their deductions. Let's make a difference together, the legitimate way. #CharityFundraisers

As we approach the end of the nonprofit fiscal year, your clients might start receiving more donation requests. Naturally, this can lead to questions about how donor-advised funds (DAFs) can and cannot be used. Here, we break down the dos and don'ts of DAF giving: https://bit.ly/3QtaKqC #ForAdvisors #Philanthropy #DAFs #DonorAdvisedFunds

Looking for a smart way to manage your charitable giving? A Donor-Advised Fund (DAF) might be the solution! 💡 With a DAF, you can donate cash or assets, receive an immediate tax deduction, and recommend grants to your favorite charities over time. It’s a flexible and tax-efficient way to support causes that matter to you, while also simplifying your giving strategy. Reach out to learn how a DAF can fit into your financial plan and benefit the organizations you care about. #CharitableGiving #DonorAdvisedFund #Philanthropy