Women We Admire’s Post

Wondering about assets for charitable giving? Our expert CPA, Jeff weighs in! Beyond cash, consider donating excess cash if you're charitably inclined. Explore the benefits of contributing publicly traded securities, especially if you've owned stocks for decades with significant gains. Learn how charitable remainder trusts can be a tax-smart strategy! 📈🤝 Visit www.bakermilligan.com today! #CharitableGiving #TaxStrategies #FinancialWisdom

As you plan your charitable giving, the wealth advisors at Washington Trust Wealth Management can tailor tax-efficient strategies to your unique financial situation and goals, and determine which strategies work best in your customized financial plan.

#DidYouKnow FFTC works closely with wealth managers and financial advisors, like yourself, every day? If you recently gained a client that inherited a large sum of money and would like to use most of it for charitable causes, contribute to a charitable fund, you can continue to be their investment manager with our Investment Alliance Manager Program, which was designed for this exact situation. Read more on Philanthropy FOCUS, written by our very own Director of Investments – Natalie Wolf, CIMA®: https://ow.ly/YH6p50QXGlC

Why is midyear strategically a great time to open a #DonorAdvisedFund? It ensures ample time to utilize the best giving strategies. #DAFs offer a structured way to manage charitable donations, allowing for tax-efficient giving and thoughtful allocation of funds: https://bit.ly/3B4HHTz

I recently heard from Kim Ledger, who leads Ren's complex asset team, that she's been witnessing a surge in M&A activity lately! Amidst this dynamic landscape, it's essential for business owners to strategize not only for financial success but also to weave philanthropic goals into their plans. That's where the concept of donor-advised funds (DAFs) shines brightly. DAFs are powerful tools that not only offer attractive tax benefits but also empower individuals to make a lasting impact by supporting causes that are important to them. Given the current surge in M&A activity, there's no better time than now for business owners to explore the potential of establishing a DAF as a vital component of their financial and philanthropic strategies.

Here are three quick strategies to help you maximize your charitable giving and minimize your tax burden: ▶️ https://ow.ly/ZwIi50QjiYU ___ What we value is you.™ #WashTrustWealth #taxplanning #financialplanning #donate #charitablegiving

Anticipating a substantial capital gain event, such as the sale of a home or a business? Has your CPA recommended a Donor Advised Fund as a way to make charitable contributions that could help mitigate your capital gains tax? Call me to learn more about opening a Donor Advised Fund at Morgan Stanley, which may help you donate to your favorite charitable causes while potentially managing your tax bill.

Anticipating a substantial capital gain event, such as the sale of a home or a business? Has your CPA recommended a Donor Advised Fund as a way to make charitable contributions that could help mitigate your capital gains tax? Call me to learn more about opening a Donor Advised Fund at Morgan Stanley, which may help you donate to your favorite charitable causes while potentially managing your tax bill.

Anticipating a substantial capital gain event, such as the sale of a home or a business? Has your CPA recommended a Donor Advised Fund as a way to make charitable contributions that could help mitigate your capital gains tax? Call me to learn more about opening a Donor Advised Fund at Morgan Stanley, which may help you donate to your favorite charitable causes while potentially managing your tax bill.

Anticipating a substantial capital gain event, such as the sale of a home or a business? Has your CPA recommended a Donor Advised Fund as a way to make charitable contributions that could help mitigate your capital gains tax? Call me to learn more about opening a Donor Advised Fund at Morgan Stanley, which may help you donate to your favorite charitable causes while potentially managing your tax bill.