Sammons Financial Group Companies’ Post

Such an incredible milestone... Over the past 8 years, I've spent most of my time on initiatives that reduce the cost of financial advice and services so more people can access them. This is a 💯 example of how software is making that a reality. It's also why we've built Estately specifically for financial advisors and their clients right on top of the most used estate planning software in the US. Get estate planning done for your clients here: www.getestately.com #financialplanning #wealthmanagement #fintech #personalfinance

Today, is #NationalNonprofitDay, I want to recognize the nonprofits that are doing important work in their communities. I particularly want to turn your attention to Live To Give MN. This Corporation is organized exclusively for charitable purposes, more specifically to educate, bring awareness, provide resources, and be a positive force in the health and well-being of children, families, the poor and the infirmed, and the environment in Minnesota by providing funding, programming and other events and activities to further research and programs targeted at these communities. https://lnkd.in/g2dKJg3y

April is Community Service Month! This month, we celebrate all you do to give back to your community! If charitable giving is a part of your service to your community, contact our advisory team at 941.932.4822 to discuss a strategy to help make the most of your gift! #charitablegiving #communityservice #thankyouvolunteers #volunteerspirit #soundadvice #soundwealth #soundwealthmanagement #morethananame #morethanjustourname

Are changes coming to tax-exempt statuses for nonprofits? How do donations over the last year compare to the year prior? Plus, see how one Arizona credit union gave back! That's this episode of the Nonprofit News Minute, hosted by the ASU Lodestar Center's Riva Surana #nonprofitnews #nonprofit #philanthropy #givingback #donations #donors #news #nonprofitpolitics

The Fidelity Charitable 2024 DAF Report is here - and we’ve combed through the data to bring you the top 15 takeaways. 📣 Fidelity Charitable is the largest DAF in the world and also provides the most in-depth disclosure on account activity and DAF donor behavior. While we won’t have statistics on 2023 for the full industry until the fall, this is a key indicator on the DAF market. The most notable year-over-year changes were in the types of contributions being made to DAFs, the size of accounts and the speed of distribution to nonprofits. 👀 Read all about it in our latest analysis: https://lnkd.in/ePDgiCJw #nonprofit #fundraising #donoradvisedfund #philanthropy

#DidYouKnow: Planned giving is a strategic approach to philanthropy that allows individuals to make a lasting impact on their communities and causes? By incorporating charitable giving into your estate plans, you can ensure ongoing support for nonprofits, educational institutions and other charitable organizations for generations to come. Learn more about FFTC Planned Giving opportunities: https://ow.ly/ggkT50QyUHA

This should inspire you. If it doesn't, not sure what to tell you. www.educatetheworldinc.org A Florida 501c3 charity nonprofit. We feed. We educate. We love. #EducateTheWorld, #NonprofitOrganization, #CharityForEducation, #EmpowerThroughEducation, #FloridaNonprofit, #EducationMatters, #GlobalEducation, #SupportEducation, #CommunityImpact, #MakeADifference, #NonprofitCharity, #EducationForAll, #ChangingLivesThroughEducation, #InvestInEducation, #KnowledgeIsPower, #EducationalOpportunities, #LearnToLead, #TeachTheFuture, #GivingBack, #Philanthropy #SupportOurMission #DonateToEducate #GiveBack #MakeADifference #ChangeLives #HelpUsHelpOthers #SupportNonprofits #CharityFundraiser #EmpowerThroughGiving #FloridaNonprofit #CommunityImpact #TogetherWeCan #JoinTheCause #BeAHero

April is Community Service Month! This month, we celebrate all you do to give back to your community! If charitable giving is a part of your service to your community, contact our advisory team at 941.932.4822 to discuss a strategy to help make the most of your gift! #charitablegiving #communityservice #thankyouvolunteers #volunteerspirit #soundadvice #soundwealth #soundwealthmanagement #morethananame #morethanjustourname

Happy Terms Tuesday! This week we are discussing the pivotal definition of Charitable Remainder Trust. A Charitable Remainder Trust (CRT) allows individual have the ability to support the causes they care about while receiving income for life or a set term. After the term ends, the remaining assets go to the chosen organization. By offering and cultivating these options for donors the organization is able to connect deeply with donors while honoring their life and their future legacy. #CharitableGiving #NonprofitConsulting #FinancialPlanning #GiveBack #leadershipdevelopment #nonprofitresources #nonprofitmanagement #501c3 #charitabletrust #estateplanning #growth

Save the date for first ever DAF Day on 10/10! Learn more below ⤵️