DAFgiving360的动态

Did you know that strategic charitable giving can enhance your impact while offering tax benefits? Consider options like Donor-Advised Funds, donating appreciated assets, or Qualified Charitable Distributions from your IRA to give more effectively. At Lindsey and Lindsey Wealth Management, we specialize in helping you align generosity with smart financial planning. Connect with us to build a strategy that benefits you and the causes you care about! #CharitableGiving #WealthManagement #FinancialPlanning

?? Happy Charitable Giving Day from Tomren Wealth Management! ?? Today is all about the impact we can make in the lives of others through generosity. Not only does charitable giving touch the lives you're helping, but it can also provide potential tax benefits that make giving even more rewarding. As you consider your contributions today, remember that donating to a qualified charitable organization might not only support a cause close to your heart but could also offer financial advantages come tax season. To learn more about the benefits and processes of charitable giving, visit us at www.tomrenwealth.com. Let’s make a difference together today! #CharitableGivingDay #MakeADifference #TomrenWealthManagement #TaxSmartGiving Let's use today to transform lives and communities through the power of giving. ??

Just finished a meeting with the Haven for Women. We discussed about the past, current, and future direction of the organization. Just like any charitable organization, continuous source of funds play a big part in the sustainability of projects and programs. With that I shared with them their possible options for setting up a legacy fund. Do you also want to know how you can continuously support your chosen charity without donor fatigue? Let’s connect. :) #AskAudreyPH #LegacyPlanning #CharityFund #CorporateFinancialPlanning #FamilyOffice #JCI

On this National Day of Charity, we recognize the power of individual giving, which accounted for 67% of the $557.16 billion donated in 2023. Thoughtful wealth management goes beyond financial growth—it's about aligning your resources with your values. Whether you're planning charitable contributions or exploring donor-advised funds, Summit is here to help you make a lasting impact while helping secure your financial future. And remember, giving back isn't just about money—volunteering your time can be just as powerful. #NationalDayOfCharity #WealthManagement #ReachYourSummit?

Did you know that strategic charitable giving can enhance your impact while offering tax benefits? Consider options like Donor-Advised Funds, donating appreciated assets, or Qualified Charitable Distributions from your IRA to give more effectively. At Ascent Wealth Management, we specialize in helping you align generosity with smart financial planning. Connect with us to build a strategy that benefits you and the causes you care about! #CharitableGiving #WealthManagement #FinancialPlanning

At the DeNovo Advisory Group, we are excited to celebrate November as a month dedicated to giving, reflecting on the importance of generosity, and contributing positively to our community. We have the unique opportunity to guide our clients not only towards successful outcomes but also towards making a positive impact in the world. Here are a few steps to begin incorporating charitable giving into your long-term goals: 1. Identify your values 2. Set a budget 3. Research organizations 4. Plan your giving 5. Get involved 6. Monitor and adjust By integrating charitable goals, we can help our clients leave a lasting legacy and make a difference in the communities they care about. #DeNovoAdvisory #FinancialPlanning #CharitableGiving

Are you ready to make a positive impact through your charitable giving in 2024??Read our "fresh start" tips at https://lnkd.in/ddhg44z to help you focus on your goals.?#giveback #2024goals #makeadifference

Looking for a smart way to manage your charitable giving? A Donor-Advised Fund (DAF) might be the solution! ?? With a DAF, you can donate cash or assets, receive an immediate tax deduction, and recommend grants to your favorite charities over time. It’s a flexible and tax-efficient way to support causes that matter to you, while also simplifying your giving strategy. Reach out to learn how a DAF can fit into your financial plan and benefit the organizations you care about. #CharitableGiving #DonorAdvisedFund #Philanthropy

?? Mastering Donor Relationships: The Communication Balance Fidelity Charitable' s "Overcoming Barriers to Giving" study highlights key communication challenges: -49% hesitate to give due to concerns about continued solicitation -37% get annoyed if not thanked for their donation -33% struggle to find opportunities to get more involved How are you striking the right balance in your donor communications? Let's discuss strategies! #DonorRetention #NonprofitCommunication #RelationshipFundraising

It's a busy time of year for charitable giving. Have you considered a Donor Advised Fund? If you're looking for a way to create a more tax-efficient giving strategy, a donor advised fund can be a smart approach. It can allow you to create a long-term giving strategy, even after you're gone. And it can allow you to enjoy all the tax benefits during a single year. Also, your heirs can take over as the fund administrator, helping your legacy live on. Read more to see how to integrate this approach into your plan. https://bit.ly/4hwSBnT