We get asked this often and the answer is that it varies from fund to fund. Swipe to see some classic examples of fund allocation.? If you want support with your charitable trust, our team are on hand to help.? #CharitableTrust
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CERTIFIED FINANCIAL PLANNER? Investing in Family Values for over 30 Years in Parker, Colorado
Donor-advised funds (DAFs) offer a strategic way to manage your charitable giving with significant tax advantages. Learn how they, their benefits, and why they might be the perfect addition to your philanthropic strategy. #SmartGiving #TaxEfficiency #DonorAdvisedFunds https://lnkd.in/gcUthxzQ
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Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to other investment accounts, a DAF allows donors to contribute assets to be donated to charitable organizations.? #letsmakeaplan #taxplanning #donoradvisedfunds #wealthmanagement
Should You Be Utilizing Donor-Advised Funds? These 4 Tax Benefits May Help Make Up Your Mind
riseadvisorsgroup.com
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Vice President, Estate Planning & Asset Protection - A Full Service Boutique Tax, Estate Planning, Accounting, & Financial Firm Serving High Income (Usually $2Million+) W2 Salaried Employees & Business Owners Nationwide.
Donor advised funds are a great way to get a charitable income tax deduction and control what charities benefit. Private foundations are great as well, but require more paperwork and complexity. #TaxDeduction #DonorAdvisedFunds https://shorturl.at/oMVWY
It’s a Great Time to Consider a Donor Advised Fund | Oklahoma Estate Planning Attorneys
https://www.parmanlaw.com
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Fellow Chartered Accountant | Certified Financial Planner? | Wealth Management Advisor | SMSF Specialist Advisor?| Personal Finance Commentator
Wealthy families are considering better ways to manage their charitable efforts. Establishing a family private or prescribed ancillary fund (PAF) is an effective method, offering tax benefits and a positive impact. Learn more about these in my latest The Australian Financial Review opinion piece. #charitablegiving #philanthropy #taxbenefits #communityimpact https://lnkd.in/gTPmJUE3
The $1m investment that will give you warm fuzzies and a tax deduction
afr.com
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Plan your estate with charitable giving in mind to shape a lasting legacy and support causes dear to you. Strategically structured donations can also help reduce estate taxes and ensure a brighter future for your loved ones. Discover more in our blog: https://bit.ly/3RT6aCJ #estateplanning #estateplanningattorney #estateplanninglawyer
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?? Watch today's Quick Tip video, where we discuss dealing with tenants facing hardships and the role of charitable organizations in supporting them. It's free education for agents and investors! https://lnkd.in/ezZHrSv8 #RealEstateEducation #TenantAssistance #FreeLearningOpportunity #RealEstateTips #RentalProblems
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Now is the perfect time to create a meaningful impact. Your generosity isn't just about making a difference; it's also a strategic financial move. Consider these tax-efficient giving strategies: ?? Donor-Advised Funds (DAFs): Provide flexible, tax-advantage support for the causes you care about most. ?? QCDs: Direct IRA funds to charities tax-free, satisfying your required minimum distributions (RMDs) while meeting specific guidelines. ?? Charitable Remainder Trusts (CRTs): Transform assets into a lifetime income stream, with the bonus of tax advantages. Let Deerfield create a customized plan that helps make your giving both impactful and financially savvy. #Charity #TaxEfficiency #Philanthropy #FinancialPlanning #DonorAdvisedFunds
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?? Future planning is crucial. Think about the legacy you want to leave. Consider setting up trusts or making charitable contributions to ensure your wealth has a lasting impact. #WomensWealthWednesday #LegacyBuilding #SheWins
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?? Happy #DAFDay! ?? A Donor Advised Fund (DAF) is a dedicated investment account to support the philanthropic goals of individuals, corporations, trusts, and estates. Contributions of cash or stock to your fund are generally eligible for immediate tax deduction, allowing you to grant this money to charities aligned with your giving philosophy. DAFs offer a streamlined and tax-efficient way to manage charitable giving over time and create a legacy of philanthropy. Learn more at acgfund.org. #DonorAdvisedFund #CharitableGiving #ImpactInvesting #LegacyGiving
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Global Investor Agent | Certified Affordable Housing Provider?|Affordable Housing Counselor|Path To Home Ownership?
?? Watch today's Quick Tip video, where we discuss dealing with tenants facing hardships and the role of charitable organizations in supporting them. It's free education for agents and investors! https://lnkd.in/e2suUGVS #RealEstateEducation #TenantAssistance #FreeLearningOpportunity #RealEstateTips #RentalProblems
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#Not just training but training and support 4 your firm in respect of AML, compliance and so much more.
9 个月Clear, concise and classy. bravo on the work and social media