Happy #FeatureFriday to BBB Accredited Lasting Roots Estate Services! Both established and BBB Accredited in 2024, Lasting Roots provides estate sales services such as estate cleaning and asset liquidation. We've been having a great time setting up this feature with business owner Tony. See below for a couple of reasons for why Tony sought BBB Accreditation within the Wisconsin community: "I've contacted BBB in the past as a consumer and the organization fought for me every time I ran into questionable company practices. I will never forget how quickly those companies backtracked once BBB demanded accountability from them. As a business owner, I want BBB to hold me accountable should my customers and clients approach them with a complaint. If I keep my Accreditation current with BBB, I'll know I'm running our business the right way. Trust and honesty are vital to the success of Lasting Roots. I'm working with clients who may be under tremendous emotional stress, while asking them to open the homes and possessions of their loved ones for us to care for. If they know we're accredited with the BBB, that's one step we took as an organization to make sure they can be confident we will treat them with the service they deserve." In addition to happily partnering with World Relief Wisconsin, Lasting Roots has committed to donating 1% of their profit to World Relief. We love to see a business that gives back!
Better Business Bureau Serving Wisconsin的动态
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The third component of WISE is Lifestyle & Legacy?. This is all of the capital you have on your balance sheet specifically allocated to a certain goal. Is this Lifestyle Capital—spending, investing in deals, living, and enjoying? Or is this Legacy Capital— your children, your beneficiaries, or your charitable intentions? The distinction is important because it defines the specific goal for each part of your wealth, which will directly impact how you view and position it. #legacy #planning #businessowners #entrepreneurs
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Professional advisors know that giving gifts of stock can be an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client’s goal, but gifts of stock can also help your business owner client achieve charitable goals and avoid estate tax. Read more on our blog: https://lnkd.in/gCpZm_Bw
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Clear Vision for Your Business! At Applied Financial Services, Inc., we believe that a clear vision is the cornerstone of a successful business. Whether you run a nonprofit, a for-profit organization, or you're an individual entrepreneur, our personalized financial services are designed to guide you. Want to learn more? Dive into our latest article in Marin Living Magazine to see how we partner with you on your business journey! https://lnkd.in/gnT8RM8q #successmindset #financialeducation #Business #nonprofit #ForProfit #businessgrowth #customerservice
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Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations. #financialadvisor #gentryprivatewealth #business #businessowners #planningforthefuture #wealthconsultant #successionplan
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The completed reading for this week: The Givers by David Callahan Takeaway: The book discusses influence of philanthropy and charitable giving on society. Many wealthy folks shape public policy and social agendas through their philanthropic activities. It also speaks to the potential downsides of this concentration of power, such as the influence of donors on political campaigns and the perpetuation of inequality. Really interesting read, and if you think the rich are only on one side of the isle or that they're selfish - you ought to read this book and gain some facts. #realestate #business #commercialrealestate #investing #diversify #build #grow #challenge #results #service #professional?#modesto #california #ca #stanislauscounty #centralvalley #investor #invest #REI #passiveincome
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Looking to boost your fundraising success? Dive into our Year-End Giving insights for expert tips and strategies! #FundraisingSuccess #Insights #Nonprofit https://hubs.ly/Q02Q_HxD0
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Looking to boost your fundraising success? Dive into our Year-End Giving insights for expert tips and strategies! #FundraisingSuccess #Insights #Nonprofit https://hubs.ly/Q02Sr8XK0
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Looking to boost your fundraising success? Dive into our Year-End Giving insights for expert tips and strategies! #FundraisingSuccess #Insights #Nonprofit https://hubs.ly/Q02Q_Yq30
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?? Ready to take your fundraising to new heights? Partner with our sister company, Fox Advancement! They offer expert guidance from strategic planning to goal smashing, ensuring you succeed in your capital campaign efforts. 95% of campaigns have met or exceeded their goals. Discover the difference expert advice can make! Follow Fox Advancement for insights and tips. #FundraisingGoals #FoxAdvancement #CapitalCampaign #NonprofitSuccess #StrategicPlanning
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?? ???????? ?????? ?????? ?????????????? ???? ?????? ???? ???????? ???????? ???????? ??????????????????????: ???????????? ???????? ?????????????????? ????????????????????????, ?????????????????? ???????????? - ???????????? ???????? ????????! I've heard from some of you that you are still feeling it's the start of the year and you are asking how can you can really get your Corporate Partnership program going. Over the course of the week, we will be breaking down different tactics that you can implement now! We'll be chatting about how to start and where to focus in 5 days of action. From the importance of internal buy-in, to the power of 'thank you', I have scripts and tips and steps for each of the five action items to get you the return on investment you need! ?? ?????????? ???????? ???? https://lnkd.in/dBNX8zsu #BridgeRaise #CorporatePartnership #CorporateFundraising #CorporateSponsorship #NonProfit #NonProfitFundraising #IgniteYourCorporatePartnerships #5DayChallenge
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