San Diego Foundation’s Post

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/eD28GAUH #philanthropy #familygiving #financialplanning

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/ewRk3hWd #philanthropy #familygiving #financialplanning

When it comes to planned giving, we hear these questions a lot: "Do I have to use cash and name charities in my will or are there other options?" "Does my estate need to be large for a planned gift to make a substantial impact?" "What if I change my mind about organizations that I want to support?" Find the answers to these and two other frequently asked questions -- scroll to the middle of the page -- as we continue Will Week. #EstatePlanning #WillsAndTrusts #CharitableGiving

In our commitment to social responsibility, understanding the intricacies of nonprofit operations and selecting the right one to support is crucial. This #TRN article offers insights into making informed decisions about charitable giving. Join us to learn how to drive more positive change this year: https://hubs.li/Q02lxD3x0

Discover the Power of Charitable Giving! Thinking about how to make a lasting impact? Our latest reel dives into the benefits and joys of charitable giving. Learn how you can make a difference while also reaping financial benefits. Your generosity can change lives and build a brighter future! #CharitableGiving #Philanthropy #WealthBridge #GiveBack #FinanicalFreedom #LegacyPlanning #InspireChange

Big Gifts, Bullish Portfolios, and Kids Who Move Away Clients who gave large year-end gifts, families whose grown children are spread out geographically, and clients whose portfolios jumped in value are examples of types of clients who may benefit from proactive charitable planning. Take a few minutes this month to scan your client list for three common scenarios and related opportunities for charitable giving solutions. Read more: https://bit.ly/48kmQJE

When it comes to planned giving, we hear these questions a lot: "Do I have to use cash and name charities in my will or are there other options?" "Does my estate need to be large for a planned gift to make a substantial impact?" "What if I change my mind about organizations that I want to support?" Find the answers to these and two other frequently asked questions -- scroll to the middle of the page -- as we continue Will Week. #PlannedGiving #WillWeek

Did you know the North Valley Community Foundation hosts close to a dozen different types of funds doing all kinds of charitable things? Of those fund types, a third are specifically for legacy giving. Want to learn more about what options are available to you when it comes to charitable planned giving? Reach out to our director of gift planning, Bill Hubbard, at mailto:bhubbard@nvcf.org. #PlannedGiving #CommunityFoundation #FundTypes

Looking to make a meaningful impact with your charitable donations? Discover how donor-advised funds and private foundations can give you greater control over your giving. Our latest article explores these options and provides expert insights to help you align your philanthropy with your values. Read more and start planning your legacy today: https://lnkd.in/gNDCmfjE #CharitableGiving #Philanthropy #LegacyPlanning #WealthManagement

We believe in the power of purposeful #charitablegiving, so we created a guide to help individuals and families apply structure for more intentional charitable giving. A philanthropic strategy that identifies the causes most important to you! https://buff.ly/3yGuQYI #vermontfinancialadvisor #cfp #financialplanning #philanthropy #smartgiving