Stonewater Financial’s Post

As generosity is inherent to many, harnessing the power of strategic financial planning can enable you to optimize the impact of your charitable contributions. https://ow.ly/6FK450QHYrN

At Investment & Insurance Planning Services, we recognize that everyone’s journey in charitable giving is unique, and there’s no one-size-fits-all formula. In this article, we share three strategies to consider so you can elevate the impact of your charitable contributions while aligning your decisions with your values and financial goals.

At Investment & Insurance Planning Services, we recognize that everyone’s journey in charitable giving is unique, and there’s no one-size-fits-all formula. In this article, we share three strategies to consider so you can elevate the impact of your charitable contributions while aligning your decisions with your values and financial goals.

Our 2024 Planning Guide is out! The UBS Advanced Planning Group has just released this comprehensive research piece which addresses a myriad of personal finance issues. Included are such topics as Charitable Giving, Wealth Transfer Planning and Trust Planning and Administration. Let me know if you would like to receive a copy!

Effective strategies for integrating IRAs with estate planning exist. 📈 Estate planning with IRAs requires understanding their limitations when it comes to trusts. From Roth IRA conversions to employing charitable remainder trusts, discover how to navigate these waters to ensure your financial goals are met and your legacy is secured. Discover more at https://lnkd.in/eRxW47sA #FinancialPlanning #IRAIntegration #EstateManagement

🚀 Exciting update from me at Together CFO! I've just released a video on the strategic advantages of private foundations, a preferred tool among financial elites like Bill Gates and Warren Buffett for managing wealth and charitable contributions effectively. Whether you're an entrepreneur or a high earner, this strategy could significantly lighten your tax load and create impactful, enduring legacies. 👉 Watch the video to learn how private foundations can work for your financial planning and charitable giving! 🔗 https://lnkd.in/geiH2tzV #Philanthropy #WealthManagement #PrivateFoundations #StrategicGiving

“Investing in change: The charitable property management revolution” – we are thrilled to be featured in the December issue of Your Investment Property Magazine! Check out the four-page spread (pages 19-22) in this month’s issue to learn more about property investing with a conscience. 📰 https://bit.ly/3R6Y9cf

💡Your 212 - How to Maximize your Charitable Donation. To learn more: http://spr.ly/6048uP2Rq As things in our lives shift and change, it's important to review your Financial Plan. To revisit your Wealth Strategy, Click to connect: http://spr.ly/6045PK0EJ #financialliteracy #investments #financialplanning #privatewealth #wealthmanagement

What impact can your investments have beyond financial returns? In this #ASXIdeasExchange episode, Caroline Gurney, Future Generation, joins Rory Cunningham, ASX, to discuss the intersection of philanthropy and investing. They delve into how Future Generation selects charities to support and how this philanthropic approach integrates with their broader investment strategy. Listen now https://lnkd.in/gSnW5KxT #SocialImpact #ImpactInvesting

A donor-advised fund is a charitable investment account that allows donors to organize and maximize their giving. Whether you would like to give cash, real estate, privately held business interests or stock, donor-advised funds can help you consider your entire financial portfolio when thinking through your charitable plans. Learn more about donor-advised funds at Greater Horizons: https://lnkd.in/efCnXFM