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I’m excited to share our latest episode, where we dive into smart strategies for charitable giving, specifically for tech employees with non-qualified stock options and restricted share units. Here are 3 key takeaways: Maximizing Donations: Transfer appreciated shares directly into a donor-advised fund—donate the full value of your stock without liquidating. More money goes to the nonprofits you care about! Tax Efficiency: Avoid the tax hit from liquidating shares. Donate appreciated stock directly to keep more of your donation and reduce your tax burden. Flexibility in Giving: Donate how much you want, keep your cash, and still support your favorite causes. It’s a win-win! Tune in to explore these strategies and take your charitable giving to the next level! ?? #CharitableGiving #TechEmployees #StockOptions #DonorAdvisedFunds #Nonprofits #Podcast #Philanthropy Follow for more!

Giving is not just about supporting the causes you love—it can also be a smart financial move. Here are some tips to make the most of your charitable donations: ??Donate appreciated stocks: You’ll avoid capital gains taxes while helping your favorite cause. ??Bundle your donations: Consider making larger gifts this year to maximize itemized deductions. ??Use your IRA for tax-free giving: If you're 73 or older, a qualified charitable distribution (QCD) lets you donate up to $100,000 directly from your IRA without it being taxed. Every contribution, big or small, can make a difference. And with thoughtful planning, your generosity can benefit you too! ?? Need advice on giving strategically? Let’s chat. Call us at 303.316.7900. #givingtuesday #charitablegiving #financialplanning #taxsmartgiving #denverfinancialplanner #coloradogivesday

Facing a 'generosity crisis'? Even small donations can make a big impact! ?? In 2024, charitable giving is more important than ever, despite a 2.1% drop in donations last year. On a recent HerMoney?podcast, Jean Chatzky?shared how strategic giving via donor-advised funds (DAFs) can amplify your impact, whether you're donating $10 or $10,000. ???? ?? DAFs offer a smart way to grow your charitable contributions tax-free. They’re a game-changer for turning appreciated stocks into impactful donations. ?? ?? Small contributions matter! Just $10 can fund life-saving initiatives like CPR kits through organizations like the American Heart Association?. ?? Explore more ways to give effectively and ensure your generosity counts this season. #CharitableGiving #DAFs #FinancialPlanning #GivingSeason #TaxMitigation

We are excited to introduce you to Redona, an innovative initiative that empowers you to make a bigger difference. By donating the tax deduction you receive from your previous year's donation, you can effectively double your support for the causes you care about most. Watch this video to learn more about how Redona works and how you can get involved: ?? Watch the Video What is Redona? Redona is based on a simple yet powerful idea: donate the amount you get back from tax deductions on your charitable donations from the previous year. This approach turns your tax savings into additional support for nonprofits, effectively doubling your donation over time. Why Participate in Redona? Multiply Your Impact: Transform your tax deductions into meaningful support for the causes you care about. Support Nonprofits: Help charities receive more funds, enabling them to expand their programs and reach more people. Simple and Effective: The process is straightforward, making it easy to enhance your philanthropic efforts. Redona is designed to scale through an open-source model, allowing anyone to replicate the initiative without any issues. Join us in this movement and see how your generosity can create a ripple effect of positive change. #Redona #DoubleYourImpact #SocialGood #Charity #GivingBack #OpenSource

The majority of donors are cheating on you. OK well maybe I can’t call it cheating but they are donating to multiple organizations. You aren’t getting their full charitable wallet share. Why? Because you aren’t sufficiently demonstrating how their dollar is actually making a difference. This may be hard to hear but your auto generated thank you letter isn’t going to cut through the noise. It’s no different from every other nonprofit they’re donating to. Impact reports have been show to increase donations by 53%. Donors LOVE to know how their money is helping your mission. The problem is it takes a lot of time to make them. It isn’t feasible more than quarterly and even then that is REALLY pushing it. We automate impact reports for you. Never worry about one again. Curious how we do this? Shoot me a DM :) #Nonprofit #DonorEngagement #NonprofitTechnology #ImpactMeasurement #DonorRetention

The season of giving is here, but are your donations truly making an impact? Ensuring your contributions reach those in need starts with due diligence. Research a charity's transparency, overhead costs, and the percentage of funds directly supporting its mission. Resources like Charity Navigator and Guidestar can help you make informed decisions. Giving is powerful, but thoughtful giving is transformative. How do you ensure your generosity creates meaningful change? #GivingSeason #CharitableDonations #DueDiligence

Did you know your charitable donations can save you more than just money? Join us on November 12 at 8 PM EST for a free virtual webinar, Give Smart, Save Big: Understanding tax benefits of charitable donations. Whether you're a high-net-worth donor, entrepreneur, or simply passionate about giving back, this session will offer valuable insights into how charitable donations can provide tax relief while supporting meaningful causes. What you will learn: · How charitable donations can reduce your taxes · Strategies to enhance your impact by making smart donations · Charitable giving for business owners · Common myths and misconceptions about charitable donations Save the date and register now at nisafdn.ca/charitable-tax. Let’s amplify the power of giving — together! #GiveSmart #CharitableGiving #MaximizeImpact #TaxCredits #NisaFoundation #Philanthropy #GivingBack

The holiday season reminds us that giving is about more than just money—but smart giving strategies can help you do more good. Year-end charitable giving tips to consider: ?? Bunch your gifts: combining multiple years of donations could exceed the standard deduction. ?? Give appreciated assets: Donating stocks directly to charity can save on capital gains. ?? Consider QCDs: If you're 70?+, give directly from your IRA to satisfy RMDs. Want to optimize your giving strategy? Message me to connect with a Charitable Gift Planner for a complimentary consultation. - #CharitableGiving #FinancialPlanning #TaxStrategy Disclosures: thrivent.com/social

Want to catch your donors’ attention without being intrusive? Maximize your donations with Lifeline Donation Pro's smart popups in three styles. Charity organizations can customize it and can display it exactly where and when they need it. With multiple display options, you can position donation popups on key pages Whether it's during checkout, at the end of a blog post, or right on your homepage. The result will be more visibility, more engagement, and more contributions. Transform your donations collecting way and make giving easy for your supporters. View its more Features Here: { https://lnkd.in/d_sQUPjC } #lifelinedonationpro #donations #paymentprocessor

Today is International Legacy Giving Day, so it's the perfect time to share a quick thought on gifts in Wills. Lately, I’ve seen some amazing stories about huge legacy gifts—multi-million dollar donations that make the news and capture attention. They’re incredibly inspiring because it’s easy to envision how impactful large gifts can be for charities. My concern is that when people see these stories, it might give the impression that only large gifts are worth leaving in a Will, or that smaller gifts are less helpful or meaningful. But here’s the thing: just because big gifts make the headlines doesn’t mean smaller ones are any less valuable. Many "smaller" donations combined can have a huge impact on the charity, even if the individual gifts don't end up on the front page. And for charities that don’t receive those headline-worthy donations, it’s the steady stream of gifts of all sizes that powers the amazing work they do every day. If you’re thinking about leaving a gift in your Will, don’t feel like it has to be huge to make a difference. Whatever you decide to give can create meaningful change. Every legacy counts, and every gift helps support the future of the people and causes you care about. #InternationalLegacyGivingDay