Rachel Sharp’s Post

The Society of St. Vincent de Paul North Texas has expanded two signature programs that uniquely serve their community: the St. Vincent de Paul Charitable Pharmacy and the Mini Loan Program. Learn more: https://lnkd.in/gPwwFAKd

Today on #BetterBusinessBetterLife with #TerryDuPont #RichardMills Richard, a Michigan estate planning attorney and Senior Counsel at Smith Haughey Rice & Roegge, specializes in trusts, charitable giving, and estate administration, co-edits Drafting the Michigan Trust, updates the ABA's Charitable Gift Planning guide, and serves on nonprofit boards. Richard discusses the importance of incorporating philanthropy in estate planning. Listen Now: https://loom.ly/v-NPmXs

Legacy planning is more than paperwork - it's about preserving your values, stories, and wishes for future generations. From sharing family traditions to planning charitable giving, every conversation shapes your lasting impact. This December, we're sharing 5 simple tips to help you start these meaningful talks with family members. #LegacyPlanning #FamilyConversations #Tumbleweed #TumbleweedPlan

Legacy planning is more than paperwork - it's about preserving your values, stories, and wishes for future generations. From sharing family traditions to planning charitable giving, every conversation shapes your lasting impact. This December, we're sharing 5 simple tips to help you start these meaningful talks with family members. #LegacyPlanning #FamilyConversations #Tumbleweed #TumbleweedPlan

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, John and Michael Parise break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

In our latest blog, we're answering the questions fundraisers ask every four years … how will the Presidential Election impact charitable giving and how should you prepare? Check it out.

💡 How do we get our kids ready for a future where they’re thoughtful about giving and smart with money? One way is through charitable giving. By empowering our kids with small amounts of money that must be given away, we can teach them money skills while they explore the causes they care about. When we help kids develop their giving muscles, they learn that they can actually take action and help the world around them become a better place. When I look around at all the adults I know, I wish more of them had been exposed to learning about giving when they were younger. Giving charitably isn't just a value and way of life; it's a skill that takes practice. #FinancialLiteracy #Generosity #Parenting #Philanthropy #Impact #charitableallowance

Looking to learn more about Charitable Remainder Trusts (CRTs)? Join Christy Coulter, MA, CFRM, FCEP, next Tuesday for her session with the Financial Planning Association of Minnesota, where she’ll explore the pros, cons, and actionable next steps for funding a CRT. You won't want to miss it! Get all the details and register here: https://lnkd.in/gvQ8av8r #FPA #FPAMinnesota #EstatePlanning #LegacyPlanning #Generosity #Trusts

The June issue of ELEVATE magazine is here! 🌟 Dive into the importance of advocacy in real estate, FinCEN reporting requirements, money raised for the RASM REALTORS® Charitable Foundation and more! Read the full magazine at https://lnkd.in/e7WC4PCY. 📲