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
Give, a TIFIN Company’s Post
More Relevant Posts
-
#ProfessionalAdvisors: August is here, and the busy fall season is just around the corner! 🍂 As your clients look to update their charitable giving plans, our team is ready to support you. Now is the perfect time to consider how charitable giving can play an important role in estate and financial planning. Discover three ways SDF can help you better serve your clients: https://bit.ly/3SWBNvX #CharitableGiving #TaxStrategies #Philanthropy
-
Wealth Advisor with over 15 years of practice and experience in investment management, retirement planning, and comprehensive wealth planning.
Thomas Pontius, CFP®️ discussed his insights on charitable giving for retirees. Thomas highlights that it’s important to understand what a client's intent is because there are so many different ways to be charitable. For more, read Ben Mattlin's Financial Advisor Magazine article here: https://bit.ly/49Vk1zj #KARInsights #charitablegiving #retirees #financialplanning
-
-
We believe in the power of purposeful #charitablegiving, so we created a guide to help individuals and families apply structure for more intentional charitable giving. A philanthropic strategy that identifies the causes most important to you! https://buff.ly/3yGuQYI #vermontfinancialadvisor #cfp #financialplanning #philanthropy #smartgiving
-
Managing Principal & Estate Planner at Wealth Bridge | Helping you build, preserve, and transfer your wealth.
Discover the Power of Charitable Giving! Thinking about how to make a lasting impact? Our latest reel dives into the benefits and joys of charitable giving. Learn how you can make a difference while also reaping financial benefits. Your generosity can change lives and build a brighter future! #CharitableGiving #Philanthropy #WealthBridge #GiveBack #FinanicalFreedom #LegacyPlanning #InspireChange
-
Thomas Pontius, CFP®️ discussed his insights on charitable giving for retirees. Thomas highlights that it’s important to understand what a client's intent is because there are so many different ways to be charitable. For more, read Ben Mattlin's Financial Advisor Magazine article here: https://bit.ly/49Vk1zj #KARInsights #charitablegiving #retirees #financialplanning
-
-
🎯 Focus on What Matters Most Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations. 📞 Contact us today to start planning your charitable journey! #WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
-
-
Thomas Pontius, CFP®️ discussed his insights on charitable giving for retirees. Thomas highlights that it’s important to understand what a client's intent is because there are so many different ways to be charitable. For more, read Ben Mattlin's Financial Advisor Magazine article here: https://bit.ly/49Vk1zj #KARInsights #charitablegiving #retirees #financialplanning
-
-
Yesterday marked the first day of the Private Client Advisory and Litigation Forum, and it was enlightening! I particularly appreciated the discussion on tax incentives for charitable giving. Looking forward to gaining more insights today and tomorrow. #PrivateClientForum #GlobalTaxesLLC
We attended the Private Client Advisory and Litigation Forum in Versailles! Day 1 highlights included: • Rupert Ticehurst and Stella Mitchell-Voisin discussing the impacts of addiction on our clients. • Insights on philanthropic partnerships with Ashling Cashmore and Gina Pereira. • A debate on tax incentives for charitable giving featuring Catherine Grum and Marine Pelletier-Capes. Stay tuned for more updates from this groundbreaking event in private client advisory. #PrivateClientForum #GlobalTaxesLLC #PhilanthropicPartnerships #CharitableGiving
-
Director / Client Advisor at Banyan Partners | Alex. Brown, a Division of Raymond James
Sharing your wealth through charitable giving can be one of life's greatest rewards. Establishing a thoughtful estate plan helps ensure that your financial legacy impacts both your loved ones and the causes you support. Our team collaborates with your attorney and CPA to create a personalized plan that incorporates charitable giving into your overall strategy. From supporting your favorite charities to establishing endowments, we provide resources to help navigate the details of your legacy. Explore charitable giving strategies: https://lnkd.in/eK866w8R. #CharitableGiving #LegacyPlanning #Philanthropy #WealthManagement
-
-
Philanthropy is more than giving—it’s a legacy. Want to involve your children in charitable giving and make generosity a family tradition? Learn how Kitsap Community Foundation can help you integrate philanthropy into your estate planning and inspire future generations to give. Read more in our latest blog: https://buff.ly/4hyVYK8 #Philanthropy #KitsapCommunity #LegacyOfGiving #EstatePlanning
