2nd Story Wealth Planners的动态

Give Back and Save! Thinking about giving back this season? Charitable donations don’t just help those in need—they can also help you come tax time! If you itemize your deductions, those donations could lower your taxable income. It’s a win-win! But before you start writing checks, let’s make sure your giving strategy aligns with your financial goals. Ready to make the most of your generosity? Schedule an appointment today and let’s plan your charitable giving for maximum impact—both for you and your favorite causes. Link in bio???#2ndstorywealth #CharitableGiving #TaxDeductions #GiveBack

?? Want to maximize your tax benefits while making a difference? Getting the most out of your charitable contributions is key! Keep records of your donations, choose qualified organizations, and consider donating appreciated assets for added tax perks. Every gift can go further when you plan ahead. Let your generosity shine in your tax return! ?? #CharitableGiving #TaxSavings #SmartDonations #EnrolledAgent #LighteningTheLoad

Give Back: True wealth is not just about what you accumulate; it's also about what you contribute. Give back to your community and those in need, whether through charitable donations, volunteering, or mentorship. Generosity enriches both the giver and the recipient and fosters a sense of abundance. #OneThingToKnow #Generosity #WealthCoaching #CFO

Give back and grow your legacy with a Charitable Gift Annuity ????. A charitable gift annuity is not just a donation; it's a powerful tool that allows you to support your favorite charity while receiving fixed, guaranteed income for life. Make a meaningful impact today and enjoy financial benefits tomorrow. Discover how blending philanthropy with financial planning can enrich your life and the lives of others. #CharitableGiftAnnuity #Philanthropy #GiveBack #FinancialWellbeing #LegacyBuilding #SecureIncome #SocialGood #CharityImpact #MakeADifference #PlannedGiving

Making a charitable gift or contribution can be a fulfilling experience for our clients, but understanding the financial benefits can further enhance that experience. At Grant Capital, we prioritize learning about the charities our clients support and offering guidance to help their charitable donations align with their overall financial goals. With various ways to make a charitable gift, we take on the responsibility of outlining the different options available and the associated tax implications, such as charitable income tax deductions and donor-advised funds. Whether the charitable giving strategies are simple or complex, our team is dedicated to helping clients navigate these methods, highlighting the benefits and considerations from a tax deduction standpoint. Let us assist you in making impactful contributions that not only give back to the community but also positively serve your financial future. ???? #CharitableGiving #Philanthropy #FinancialPlanning #GrantCapital

Planning to donate this fall? ?? Charitable giving is a fantastic way to support causes that matter to you, but did you know it can also help reduce your tax bill? By using the right tax strategies, you can maximize both your donations and your tax savings. Whether it's through donating appreciated assets, setting up a donor-advised fund, or bunching your contributions, there are several ways to give smart and save more. It’s all about finding the approach that aligns with your financial goals and legacy. Let’s work together to create a tax-smart giving plan that benefits both you and the causes you care about most! ?? Reach out today to learn more about how charitable giving can fit into your long-term financial strategy. #CharitableGiving #TaxSavings #GiveBackAndSave

Making charitable contributions is a great way to help people in need while maximizing tax benefits, creating a win-win. Donations to qualified 501(c)(3) organizations can shrink taxable income, saving hard-earned cash. Here are four...

Charitable Giving Done Right Gift-giving is a powerful part of your financial strategy, but it takes planning. We’re helping clients finalize their charitable donations for year-end. Find out how we can assist you in organizing your giving plans in our Insight blog. ???? #Philanthropy #CharitableGiving #YearEndPrep #FinancialStrategy https://lnkd.in/epCgQWq9

Here’s exactly how it works in 3 steps: Step 1: Identify your charitable goals. ?? Whether it's supporting a cause close to your heart or giving back to the community, we help align your intentions with your estate plan. Step 2: Explore options beyond cash donations. ?? From stocks to property, we'll navigate the tax implications together. Step 3: Integrate giving into your estate. ?? We ensure your charitable acts fit seamlessly within a responsible estate plan. Ready to give back in a big way? Get help now. ??https://lnkd.in/gxg6Y87i #CharitableGiving #EstatePlanning #WealthPreservation #lawfirm #estatelaw #AB #BC

Did you know? Charitable donations don't just make a difference - they can also lower your taxable income! Learn more on how these deductions work here: https://ow.ly/iiL250Tegub ???? #CharitableGiving #TaxSavings #CommunityImpact