VEQTOR’s Post

With proper planning this can also provide taxpayers with tax benefits

Have you read our latest annual report? Not only did our fundholders contribute to their Foundation accounts in record numbers, but they also significantly outperformed national averages in charitable giving, as highlighted in Giving USA 2023. This unprecedented year of giving reflects our community's deep commitment to making a difference. Read more by visiting: https://ow.ly/ebFE50QsiK5

Donor-advised funds (DAFs) have become an increasingly popular way for charitable individuals and families to support the nonprofits that mean the most to them while maximizing their giving impact and tax benefits. If you’re considering what will happen to your DAF beyond your lifetime, we encourage you to create a legacy plan by naming a successor adviser or designating the remaining value of your DAF to support one or more charitable organizations, such as the University of Nebraska Foundation. If you have questions about planned giving, reach out to the experts on our team, like Renae, who can answer questions like this one and more! ➡️ https://bit.ly/3VzyI73

🤲 Giving Back with Estate Planning Incorporate charitable giving into your estate plan and leave a legacy of generosity. Learn how philanthropy can be part of your lasting imprint. 📞 01277 562 567 | ✉️ ian.nicholson@bwep.uk | 🌐 www.bwep.uk

Make the most out of your wealth through charity & philanthropic contributions. 🌟 At Castle Island Family Office, we do the hard work so that aligning your passion with your purpose is easy! Find out more when you choose this post at our Link-in-Bio. 💯 https://lnkd.in/eKisd329 #castleislandfamilyoffice #trustmatters #thefutureisnow #successionplanning #wealthmanagement #familyoffice #financialadvisor #investmentmanagement

Philanthropists: our infographic explains how to use a special life insurance product designed specifically for charitable giving - My Par Gift from Canada Life. Learn about the pros and cons: https://lnkd.in/gmRzDvDh #philanthropy #charitablegiving #mypargift

An essential part of our holistic approach to wealth management is considering aspects like philanthropic planning. Informed by the deep philanthropic expertise of Adelphi Trust Company's Chief Operations Officer, Julie Johnson, we help our clients find meaningful ways to give back and build their legacy – because if supporting charitable causes is important to you, it's important to us, too. https://lnkd.in/g6pFg2fQ

This year's online event revolves around the theme "Embracing the New Era of Legacy Fundraising." We're honing in on key topics such as leveraging supporter data, embracing supporter diversity, and stretching small budgets to elevate your fundraising strategy. Book your spot now at: https://lnkd.in/d2sKZG9 #LegacyStrategySummit #LSS24 #Fundraising #Legacies #LegacyGiving #Legacystrategy #virtualconference #Giftsinwills #Legacy #Charity #Strategy #Virtualconference

Wondering how to make a lasting impact while securing your financial future? Enter Charitable Lead Trusts (CLTs)! These are strategic tools that enable you to support your beloved charities while potentially enjoying tax benefits. Simply put, you can designate a fixed amount to a charity for a set period, and afterward, the remaining assets can go to your heirs with reduced estate taxes. It's a win-win for philanthropy and estate planning! Learn more: https://lnkd.in/g6KakwY8 #philanthropy #estateplanning #charitablegiving

Check out our 2023 Impact Report. I get to work here!