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Do you already have a Donor Advised Fund? It's a great estate planning tool to capture charitable bequests. A will or trust could leave a specific bequest or remainder interest gift to a donor-advised fund Read more how easy it is to setup with Hudson Community Foundation: https://lnkd.in/eNN_XHTE #financialadvisors #CPA #EstateAttorney #Philanthropy #Givewhereyoulive

A beginner’s guide to charitable giving. This article presents various ways to give, how to vet charities, and how to create a charitable legacy. DeHoek & Company, PLLC | 616-456-5530

If you are charitably inclined and wish to benefit your family, a Charitable Lead Trust ("CLT") may be right for you. Check out the next installment in 1919's #Philanthropic legacy series to learn more about how a CLT works & how to select the right CLT.

While the benefits of charitable giving year-round are well known, as it presents an opportunity for individuals and families to further their own philanthropic mission and engage younger generations, it can be hard to know where to begin. The process may appear daunting at first, but a thoughtful approach will ensure your gift aligns with your values and maximizes your impact. Let an Ericksen Krentel professional help you create a strategy today! #charitablegiving #donations #taxplanning #taxes

Anyone with significant assets must have a will and, if necessary, a living trust. This applies even if you and your spouse own all your assets jointly. Planning for your philanthropic legacy is a crucial part of estate planning. We work alongside experienced estate lawyers to address your unique estate planning needs. Please contact me if you are interested in learning more about this topic. #estateplanning #lifeadvice #estatetax

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

Increase your philanthropic power with a donor-advised fund — a simple, flexible, and tax-advantaged way to give to your favorite charities. Read more about the possible tax benefits of a donor-advised fund 👇

Looking for the most efficient ways to achieve your charitable goals? In our August Wealth Strategies Webinar, two Baird experts explain the options available to you, from donating appreciated stock to establishing a private foundation. #CharitableGoals #Baird https://lnkd.in/guDfT2_m

🌟 Leave a Legacy with Charitable Giving 🌟 Transform your values into enduring impact by including charitable giving in your financial and estate planning. Avoid the pitfalls of DIY legal documents by partnering with an experienced estate planning attorney to ensure your wishes are precisely executed and your legacy secured. Discover how to make your philanthropy timeless and maximize its benefits in our latest article. 📖 Read the full article here: https://loom.ly/Io0pDRI #CharitableGiving #LegacyPlanning #MeierLawFirm

Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible way that can allow a giving plan to develop and change over time, while the assets themselves can continue to grow. Depending on who provides the structure of the DAF, there may also be benefits in due diligence and monitoring, in addition to the tax benefits of charitable giving. #CharitableGiving #DonorAdvisedFunds #Philanthropy #FinancialPlanning #LegacyBuilding