Are you curious about which assets your clients can or cannot contribute to an NPT DAF? NPT accepts a wide range of assets for charitable contributions, including appreciated stock and art collections. Read about the guidelines that govern the process: https://bit.ly/3LUh5Jd #ForAdvisors #Advisors #Philanthropy
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In giving, we discover our most profound rewards. Interested in crafting a strategic plan for your charitable efforts? I'm here to guide you every step of the way! 860.430.8141 nmanning@mygfpartner.com #GatewayFinancialPartners #BenchOfLife #CharitableGiving #Philanthropy #FinancialPlanning #TaxPlanning #PersonalFinance
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Maximize the impact of your charitable donations with strategic financial planning. Learn how to balance tax management with support for causes you care about. https://bit.ly/3Q2N10u #Philanthropy #WorthAdvisors #TaxBenefits
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Maximize the impact of your charitable donations with strategic financial planning. Learn how to balance tax management with support for causes you care about. https://bit.ly/3Q2N10u #Philanthropy #WorthAdvisors #TaxBenefits
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Discover the power of creating a lasting legacy through philanthropy and charitable giving in our latest blog post! Explore how wealth management strategies can align with your values to make a meaningful impact for generations to come. 📲 https://loom.ly/VD3Ovow #LegacyBuilding #Philanthropy #CharitableGiving #WealthManagement #ACGInsights
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Charitable Planning Topics on the Horizon CFAAC stays on top of trends that impact your work with your charitable clients. We’re sharing updates so you can stay current on popular planning techniques, how the election year may influence charitable giving, and what’s ahead on the calendar to help motivate your clients to complete their estate planning. Read more: https://bit.ly/3MzVYMt #CharitablePlanning #EstatePlanning #CFAAC #Philanthropy
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Join us tomorrow (11 am PST) for an engaging member spotlight event where we’ll dive into the benefits of incorporating charitable planning during a business sale. Learn from experts how strategic charitable giving can help you reduce taxes and preserve more capital for your philanthropic goals. Don't miss this opportunity to maximize the value of your sale while making a difference. https://lnkd.in/grHDYguQ #BusinessSale #CharitableGiving #TaxPlanning #Philanthropy #FinancialPlanning #BusinessStrategy
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Make your mark on the world by incorporating charitable giving into your estate planning. 🌟Learn how a Charitable Lead Trust works in our latest blog - released today! #GivingBack #LegacyImpact # #CharitableGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning
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Discover the impact of charitable giving in your estate plan! 🌟 It's not just about tax benefits 💰; it's about leaving a meaningful legacy. Incorporate charitable provisions such as bequests and trusts to support causes close to your heart. www.TrustedElderLaw.com #CharitableGiving #EstatePlanning #LeaveALegacy #MakeADifference #Philanthropy
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🫶 Planning to make a lasting impact? Including charitable giving in your estate plan allows you to support the causes you care about long after you're gone. It’s a meaningful way to leave a legacy of generosity while potentially receiving tax benefits. #CharitableGiving #philanthropy #EstatePlanning
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As #advisors approach year-end planning conversations with their #clients, I encourage them to take a look at National Philanthropic Trust’s #GivingSeason Activation Toolkit. It’s simple but covers everything advisors need to weave #donoradvisedfunds (#DAFs) into client conversations. Reach out if you’d like to discuss any year-end opportunities. #financialadvisors #charitablegiving
With Giving Season approaching, now is the time to help your clients plan their charitable contributions. Reaching out early ensures they can achieve their giving goals in the most tax-efficient way. Find tips to start the conversation here: https://bit.ly/3G0kB1A #ForAdvisors #Advisors #Philanthropy
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Chief Development Officer (CDO) at Center for Family Services of Palm Beach County
2moVery helpful!