Financial Advisor | Leader & Strategist | Relationship Builder | Community Leader l Financial Executive
Want to see your money better the world but not sure where to start? M Wealth Advisors can help! Common charitable giving vehicles include Private Foundations, Donor Advised Funds (DAF), Charitable Remainder Trusts (CRT), and Charitable Lead Trusts (CLT). Learn more at
Does your New Year’s Resolution include making an estate plan, including a charitable gift? Legacy Endowment can help by providing current information on charitable tax advantages and the many types of funds that benefit you and your charities of choice. Click the link to get help fulfilling your New Year’s resolution by creating your own personal charitable giving plan: https://bit.ly/3kOksXY
Managing Partner, Copper Beech LLC | Helping families protect, preserve, and grow their wealth.
Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct
Chief Compliance Officer, Copper Beech Financial Group, LLC | Helping families protect, preserve, and grow their wealth.
Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct
Advisors: If you have clients who own a traditional or inherited IRA and do not rely on the income from those accounts, a Qualified Charitable Distribution is an excellent opportunity to maximize their tax savings while supporting their favorite charities. Learn more: https://lnkd.in/gW2jFU65
Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, John and Michael Parise break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct
By establishing an FFTC Donor Advised Fund, you'll be able to consolidate your charitable efforts into one streamlined process. When it's time to make a difference, effortlessly allocate grants to the organizations that matter most to you – all while enjoying the convenience of a single tax receipt. Learn more by watching this short video on FFTC Donor Advised Funds: https://ow.ly/r22f50RnBfX
Legacy is about more than just wealth—it's about sharing your values. Involving your children in charitable giving, like through a Donor-Advised Fund, helps pass down those values while creating impact you can witness in your lifetime. Learn more about Donor-Advised Funds here: https://lnkd.in/eUJCptK
🧭 If you feel overwhelmed when it comes to choosing what cause to support, a charitable mission statement can help give you direction! (And a donor-advised fund can help you track all your giving from one simple hub.) Find out how. https://lnkd.in/eFtxTvwR
This free webinar will cover year-end tax planning, focusing on charitable giving. We’ll show how a donor-advised fund can help you make wise decisions about which charities to support. You'll also see how you can use donor-advised funds to teach your children and grandchildren about philanthropy, and the important role they can play in planning your legacy. https://trib.al/4DOALiE
