Rubix M&E’s Post

Today's webinar for charity Gift in Wills team members is going to be a little different! We've been collecting up questions about estate administration from the field and prepared a "helpline" session - answering all of the conundrums you haven't had a chance to ask. Should charities agree to be executors? Is it appropriate to ask for interest on overdue pecuniary gifts? Tune in to hear our thoughts! https://lnkd.in/gHvCeVU7

𝗖𝗛𝗔𝗥𝗜𝗧𝗬 𝗖𝗢𝗠𝗠𝗜𝗦𝗦𝗜𝗢𝗡 𝗚𝗨𝗜𝗗𝗔𝗡𝗖𝗘: 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻-𝗺𝗮𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗰𝗵𝗮𝗿𝗶𝘁𝘆 𝘁𝗿𝘂𝘀𝘁𝗲𝗲𝘀 (𝗖𝗖𝟮𝟳) The Charity Commission have just updated their guidance about making trustee decisions (CC27) to make it more accessible and easier to use. It focuses on the seven principles that should be taken into account when making decisions that affect the charity and, as such, is a valuable reference document for busy trustees. A link to the guidance is available here. https://lnkd.in/eJTNCxky

Proud to add the 🔸 to my profile - meaning that I've taken Giving What We Can's pledge to donate at least 10% of my income to high impact charities. Read more about Giving What We Can's amazing work, and about the pledge, here: 10percentpledge.org.

Case Study. When the member responsible for IT decided to move on from Nordoff & Robbins, the charity took the opportunity to re-evaluate and consider the best practice for IT support and improvement. Nordoff & Robbins already had many different projects in plan, in addition to the ongoing management of their IT support. Read the full story here https://buff.ly/4av4Tsd

Near to 10,000 people in our community (9946, to be precise) have taken a pledge to donate a portion of their income to effective charities. That includes: 🔸 the 10% Pledge, 🔹 the Trial Pledge, and the Further Pledge. Emma took a 6-month trial pledge last year, and we're so pleased that it gave her the confidence to commit to giving 10% of her income until she retires! We recently updated our webpage about the Trial Pledge – you can learn more about how this flexible option can give you the evidence that donating effectively, consistently, and generously is not only plausible but incredibly rewarding. See how: https://lnkd.in/dV6FsY32

These are the 4 steps it takes to get your Daffy Campaign up and running: 1️⃣ Select the charity or charities you want to support 2️⃣ Set the goals & cadence 3️⃣ Tell others why you’re passionate about it 4️⃣ Share your campaign with others Learn more here → https://lnkd.in/gqkZT4Xa

Read the article and if you think you or your company would like to become a member of our Titanium Circle (a special group of people and companies that want to give something back) then just let me know and I will get the ball rolling

Tuesday Tips: Naming a Charity as your Beneficiary: Don’t use your Will; name directly on Beneficiary Form, use separate accounts, best to use only pre-tax funds, do not convert IRAs left to charities, do not use a Trust to name charity as beneficiary. Email us at Info@PowersFG.com . . . #powersfg #tuesdaytips #taxes #ira #charity #philanthropy #beneficaries #estateplanning #rothconversions #trusts #personalfinance #financialplanning

Did you know that a gift in your Will can significantly benefit UK charities? Whether big or small, every contribution makes a difference. Take a moment to review your Will and consider legacy giving. #GiveBack #EstatePlanning