Many people are inspired to give back to their community and make a difference in the lives of others for a variety of reasons. While you may think about charitable giving in terms of monetary donations, giving your time, energy, and other resources to make a difference in the world can be just as impactful. By nurturing a “philanthropic mindset”, you and your family can become part of a larger community dedicated to creating a better world for all. Plus, when your family has shared experiences through charitable efforts, it can strengthen family bonds. Here are ways you can help instill philanthropic values in your family. https://bit.ly/3RUFnVE #givingback #communityservice #philanthropicmindset
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Planning to do some charitable giving this holiday season? Here are five tips to get you started! 1. Use the Nonprofit Giving Center to find and support local causes that matter to you. 2. Work with an advisor to create a giving strategy that maximizes tax benefits AND impact. 3. Create a legacy of giving through your estate plan. 4. Simplify your giving by setting up a donor-advised fund or recurring donations. 5. Involve those closest to you and share your giving journey to inspire others. And remember, we’re here to help you establish a giving strategy that works for you and your community! https://buff.ly/49HyQpY
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Executive Financial Consultant at Vaillancourt & Associés IGPWM
🎁 Your generosity can shape the future! Integrating charitable giving into your financial plan not only supports the causes close to your heart but also brings strategic benefits to your financial landscape. As more of our clients and their families engage in charity, they turn to us for insights on making their contributions count. Charitable giving is a cornerstone of a thoughtful Private Wealth Management strategy, enhancing family bonds and setting a philanthropic example for the next generation. Whether you're considering a donor-advised fund for its flexibility and lower costs, or donating stocks for tax advantages, we're here to guide you. Let's craft a giving strategy that reflects your values and maximizes impact. Discover how our Charitable Giving Program can help you leave a lasting legacy and inspire kindness in future generations. Explore IG Wealth Management's Charitable Giving Program today. 🌍💖 👉 https://lnkd.in/eznmiFCC #CharitableGiving #LegacyBuilding #Philanthropy
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🌟 Happy National Philanthropy Day! Today, we celebrate the spirit of giving and the impact it has on our communities. Did you know you can make a difference even after you’re gone? Including charitable giving in your estate plan is a powerful way to leave a lasting legacy. Whether it’s supporting your favorite charity or helping future generations, your generosity can change lives. Let’s talk about how to incorporate your philanthropic goals into your estate plan. 💖✨ #NationalPhilanthropyDay #CharitableGiving #EstatePlanning
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🌟 Happy National Philanthropy Day! Today, we celebrate the spirit of giving and the impact it has on our communities. Did you know you can make a difference even after you’re gone? Including charitable giving in your estate plan is a powerful way to leave a lasting legacy. Whether it’s supporting your favorite charity or helping future generations, your generosity can change lives. Let’s talk about how to incorporate your philanthropic goals into your estate plan. 💖✨ #NationalPhilanthropyDay #CharitableGiving #EstatePlanning
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At UWS, we guide our clients through advanced philanthropic solutions that align their generosity with their financial goals. One example is the Charitable Lead Annuity Trust (CLAT)—a powerful strategy for making a meaningful impact while managing tax efficiency and preserving family wealth. ✔️ How does a CLAT work? - A CLAT provides regular distributions to charities of your choice for a set term. - After the term ends, the remaining assets pass to your beneficiaries—potentially tax-free. - By combining purpose and planning, strategies like CLATs allow families to support causes they care about while working to secure their legacy for future generations. 💡 Interested in exploring tailored charitable strategies for your family? Reach out to our team today. #CharitableGiving #Philanthropy #LegacyPlanning #TaxEfficiency #WealthManagement
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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
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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
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🌟 Happy National Philanthropy Day! Today, we celebrate the spirit of giving and the impact it has on our communities. Did you know you can make a difference even after you’re gone? Including charitable giving in your estate plan is a powerful way to leave a lasting legacy. Whether it’s supporting your favorite charity or helping future generations, your generosity can change lives. Let’s talk about how to incorporate your philanthropic goals into your estate plan. 💖✨ #NationalPhilanthropyDay #CharitableGiving #EstatePlanning
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🌟 Happy National Philanthropy Day! Today, we celebrate the spirit of giving and the impact it has on our communities. Did you know you can make a difference even after you’re gone? Including charitable giving in your estate plan is a powerful way to leave a lasting legacy. Whether it’s supporting your favorite charity or helping future generations, your generosity can change lives. Let’s talk about how to incorporate your philanthropic goals into your estate plan. 💖✨ #NationalPhilanthropyDay #CharitableGiving #EstatePlanning
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I preserve your legacy for future generations by protecting your money, limiting family conflict, and capturing your family history through comprehensive estate planning.
🌟 Happy National Philanthropy Day! Today, we celebrate the spirit of giving and the impact it has on our communities. Did you know you can make a difference even after you’re gone? Including charitable giving in your estate plan is a powerful way to leave a lasting legacy. Whether it’s supporting your favorite charity or helping future generations, your generosity can change lives. Let’s talk about how to incorporate your philanthropic goals into your estate plan. 💖✨ #NationalPhilanthropyDay #CharitableGiving #EstatePlanning
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