If you're curious about the benefits of Qualified Charitable Distributions (QCDs) and how they can work, check out our latest video: https://lnkd.in/gBZBEb5d
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Did you know that you can maximize the impact of your charitable donations while also improving your tax situation? Qualified Charitable Distributions (QCDs) are a smart strategy for both your giving and financial planning. Discover the benefits of QCDs and start making a difference today! #charitablegiving #financialplanning #QCD #qualifiedcharitabledistributions
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Your generosity matters. Discover the true impact of charitable giving and how it shapes a better future. This insightful article by Vox gives a short history of #GivingTuesday. https://bit.ly/3N37CQx https://bit.ly/3TdKUZf
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Transform your philanthropy into an everlasting legacy. ?? From lifetime gifts to impactful estate planning, discover how strategic charitable giving can echo your values and generosity far into the future. Dive into our latest article to explore smart giving strategies that ensure your philanthropy knows no bounds. Ready to make a lasting impact? Read the full article here: https://loom.ly/Io0pDRI #CharitableGiving #LegacyPlanning
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One simple tool—with enormous impact on your charitable footprint. Learn what a Giving Account? can do for you. https://lnkd.in/eZAV2WFq
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Ready to make the most of your charitable donations? Part 2 of our blog series is live! This time, we're diving into Donor-Advised Funds—an impactful strategy that can boost both the amount you give and your tax savings. Check out how to maximize your giving while minimizing your taxes in our latest post: https://lnkd.in/gU4ABy3d #CharitableGiving #FinancialPlanning #TaxStrategies #DonorAdvisedFunds
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As you read up on techniques to structure philanthropy plans for your high-net-worth clients, we recommend reviewing the potential impact of the estate tax exemption 'sunset', as well as making sure you're one of just half?of advisors who are truly helping their clients with charitable giving in the first place. The team at the Foundation is happy to help you start the philanthropy discussion with clients; we understand that it's not?always easy, but it is so important.? Here's an interesting article about 'The Sunset' - https://loom.ly/KL--6yg
Wealthy Families: Consider These Planning Ideas Before ‘The Sunset’
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?? Maximize Your Charitable Giving ?? At Advantum Financial Solutions, we don't just help you achieve financial success – we ensure your wealth has a lasting impact. Charitable giving goes beyond generosity. It’s an essential part of tax and estate planning! Let us guide you through options like donating cash, appreciated securities, and leveraging registered accounts to make the most of your contributions. ???? ?? Interested in making your generosity work for you? Contact us today to learn more! #CharitableGiving #FinancialSuccess #WealthManagement #TaxPlanning #EstatePlanning
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In today’s day and age, how can you ensure your charitable giving makes a meaningful impact? It’s about aligning your contributions with your values and engaging your community. Discover how a strategic approach can maximize your impact. Read more! https://ow.ly/sxFJ50TEqA0
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Strategic philanthropy can offer immediate tax benefits and provide the satisfaction of aiding causes close to your heart. Many find that incorporating charitable giving into their financial strategy not only aligns with their personal values but also provides significant tax advantages. Our team is here to help you develop a thoughtful and impactful approach to your charitable contributions. Call today to learn more! (940) 767-0303 #TeamCrossvine #InvestorBehavior #CharitableGiving #TaxPlanning
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Starting in 2025, the cap on deductible charitable contributions will decrease. How could this affect your giving strategy? Get the full details in our article by Capossela, Cohen, LLC: https://hubs.ly/Q02MP8_f0
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