Rupert Schutz’s Post

Save the date for first ever DAF Day on 10/10! Learn more below ⤵️

We hope that you have found our recent blog posts on philanthropy both timely and useful. Today, we close out this series with 𝗣𝗮𝗿𝘁 𝟰: 𝗖𝗵𝗮𝗿𝗶𝘁𝗮𝗯𝗹𝗲 𝗧𝗿𝘂𝘀𝘁𝘀. Charitable Trusts are suitable for individuals who want to combine philanthropy with long-term financial planning. There are two primary types of charitable trusts: Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs). The difference between them is the timing of who benefits from the trust assets, the named beneficiaries or the charities. To learn more about this method of giving or to read our full blog on maximizing your philanthropic efforts in a tax-efficient manner, click here: https://lnkd.in/egrJ6U3Q #GSAM #CharitableGiving #CharitableTrusts #Philanthropy #LegacyPlanning #CharitableRemainderTrusts #CharitableLeadTrusts

Donor-advised funds (DAFs) are a savvy choice for charitable giving, offering tax advantages and flexibility. By contributing to a DAF, donors can reduce their taxable income immediately and manage their philanthropic efforts through one streamlined account. These funds grow tax-free, allowing for potentially larger grants to multiple charities over time. Additionally, DAFs fit seamlessly into broader financial strategies, making them an effective tool for impactful giving. #TaxEfficiency #DonorAdvisedFund #Philanthropy #CharitableGiving

Donor-advised funds (DAFs) are a savvy choice for charitable giving, offering tax advantages and flexibility. By contributing to a DAF, donors can reduce their taxable income immediately and manage their philanthropic efforts through one streamlined account. These funds grow tax-free, allowing for potentially larger grants to multiple charities over time. Additionally, DAFs fit seamlessly into broader financial strategies, making them an effective tool for impactful giving. #TaxEfficiency #DonorAdvisedFund #Philanthropy #CharitableGiving

Donor-advised funds (DAFs) are a savvy choice for charitable giving, offering tax advantages and flexibility. By contributing to a DAF, donors can reduce their taxable income immediately and manage their philanthropic efforts through one streamlined account. These funds grow tax-free, allowing for potentially larger grants to multiple charities over time. Additionally, DAFs fit seamlessly into broader financial strategies, making them an effective tool for impactful giving. #TaxEfficiency #DonorAdvisedFund #Philanthropy #CharitableGiving

Donor-advised funds (DAFs) are a savvy choice for charitable giving, offering tax advantages and flexibility. By contributing to a DAF, donors can reduce their taxable income immediately and manage their philanthropic efforts through one streamlined account. These funds grow tax-free, allowing for potentially larger grants to multiple charities over time. Additionally, DAFs fit seamlessly into broader financial strategies, making them an effective tool for impactful giving. #TaxEfficiency #DonorAdvisedFund #Philanthropy #CharitableGiving

Today is National Philanthropy Day, and it’s a perfect time to consider how charitable giving can be an integral part of your financial strategy. Donations to qualified charities may be tax-deductible, and if you're 70½ or older, you may benefit from making qualified charitable distributions directly from your IRA. Let’s celebrate the impact we can make—personally and collectively. #NationalPhilanthropyDay #CharitableGiving #FinancialPlanning #Philanthropy #ImpactfulGiving

During this season of giving back, many people seek ways to encourage their family, friends and communities to join them in their charitable giving. This Financial Planning article features TIFIN Give's new capability allowing wealth enterprises and individuals to use donor-advised funds (DAFs) to do exactly that. Rob Burgess Paul Lussow Cor Hoekstra Lynda Lee Katie Gervase Blake Rohde Jeffrey Grossman #wealthmanagement #philanthropy #charitablegiving #donoradvisedfunds

Donor-advised funds (DAFs) are a savvy choice for charitable giving, offering tax advantages and flexibility. By contributing to a DAF, donors can reduce their taxable income immediately and manage their philanthropic efforts through one streamlined account. These funds grow tax-free, allowing for potentially larger grants to multiple charities over time. Additionally, DAFs fit seamlessly into broader financial strategies, making them an effective tool for impactful giving. #TaxEfficiency #DonorAdvisedFund #Philanthropy #CharitableGiving

Donor-advised funds (DAFs) are a savvy choice for charitable giving, offering tax advantages and flexibility. By contributing to a DAF, donors can reduce their taxable income immediately and manage their philanthropic efforts through one streamlined account. These funds grow tax-free, allowing for potentially larger grants to multiple charities over time. Additionally, DAFs fit seamlessly into broader financial strategies, making them an effective tool for impactful giving. #TaxEfficiency #DonorAdvisedFund #Philanthropy #CharitableGiving