How do you create room in your yearly budget for supporting your charities? If giving is a priority for you, it is important to make room in your budget. But generosity doesn't always have to come through financial gifts. You can share your time, talents, and treasure to bring joy to others. This Giving Tuesday, how will you be generous with the things you have to steward? #wealthadvisor #canvaswealth #givingtuesday #financialplanning #budgeting
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Come learn about the power of Asset Based Giving!
Do you dream of giving significantly more to the charities you love, but often that seems out of reach? With Asset Based Giving, you can tap into the power of all your resources – not just cash – to save taxes and give more than you ever thought possible. On September 26th and 27th, NCF Memphis is bringing in Casey DeLoach to share how Asset Based Giving has transformed his family's generosity. There are multiple hour long workshops to choose from. To learn more, view the time slots, and register, follow the link below. We hope you are able to attend and bring someone with you! https://lnkd.in/dU_jWj74 #generosity #givingstrategy
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Executive Director at Julius Baer | Investment Advisory | ESG expertise | Structured solutions & derivatives expertise | Life-long learner | Multicultural | MBTI => INTJ | Mentor/Mentee
More and more pertinent question… How do you pass on your family wealth if having children is not part of your plan? Building up a fortune can require big decisions about where it will go next, after you’re gone. Whether you have other family members or friends who you love, or charities close to your heart – there are steps you can take to ensure your estate planning still goes smoothly. ➡️ Here, Julius Baer’s experts share some practical advice: http://ow.ly/hsy1104XVLy #WealthPlanning #FamilyWealth
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As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated assets is often one of the most tax-savvy ways your clients can support their favorite charities. However, many clients are unaware of the benefits this might hold for them. In our recent blog post we provide simple examples to help you show your clients the benefits of giving appreciated stock. Read more on our blog: https://lnkd.in/gb_exrQ2
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Calling all current & former #strategyconsultants! We’re gathering data for our annual compensation studies and need your help. Complete our anonymous survey today and we will donate $10 to your top choice out of three charities. Click the link to complete the survey today: https://lnkd.in/eZy7BR37 #strategy #strategyconsultant #compensation
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Maximize Your Giving and Tax Benefits with QCDs ✨💼 Discover how Qualified Charitable Distributions (QCDs) can be a strategic part of your philanthropy and tax planning. Our latest article sheds light on how you can support your favorite charities while potentially reaping significant tax advantages. Learn the ins and outs of QCDs and how to leverage them for your financial and philanthropic goals: https://cstu.io/4164b4 #Philanthropy #CharitableGiving #TaxPlanning #DHJJ
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Are you interested in learning more about the power of Asset Based Giving? We have several hour long time slots to choose from on September 26th and 27th. More information is below!
Do you dream of giving significantly more to the charities you love, but often that seems out of reach? With Asset Based Giving, you can tap into the power of all your resources – not just cash – to save taxes and give more than you ever thought possible. On September 26th and 27th, NCF Memphis is bringing in Casey DeLoach to share how Asset Based Giving has transformed his family's generosity. There are multiple hour long workshops to choose from. To learn more, view the time slots, and register, follow the link below. We hope you are able to attend and bring someone with you! https://lnkd.in/dU_jWj74 #generosity #givingstrategy
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Financial Advisor at UBS Wealth Management | CERTIFIED FINANCIAL PLANNER™
🌟 As we approach the season of giving, it is a perfect time to reflect on what truly matters. 🔢 After a transformative couple of years, let's make this year-end count. 📊 In our latest report, we dive into the important decision: "How much should I give to the IRS, and how much to my loved ones and charities?" 💡 We explore ways to maximize your impact this giving season, manage your taxes wisely, and make a positive change for causes you care about. #seasonofgiving #yearendplanning #finanicalplanning
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Designating a beneficiary is a great way to pass on assets or funds to loved ones or charities. You have direct control of who you would like to receive your assets, providing peace of mind. To discover more about planning your legacy by designating a Self-Directed IRA beneficiary, read our recent blog: https://lnkd.in/eKhtytNM #Beneficiary #SelfDirectedIRA #PlanningYourLegacy #FinancialFuture
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Client Relationship Manager bei Julius Baer | Certified Wealth Management Advisor CWMA
How do you pass on your family wealth if having children is not part of your plan? Building up a fortune can require big decisions about where it will go next, after you’re gone. Whether you have other family members or friends who you love, or charities close to your heart – there are steps you can take to ensure your estate planning still goes smoothly. ➡️ Here, Julius Baer’s experts share some practical advice: http://ow.ly/hsy1104XVLy #WealthPlanning #FamilyWealth
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Executive Director, Senior Relationship Manager at Bank Julius Baer, Private Banking Germany/Austria International
How do you pass on your family wealth if having children is not part of your plan? Building up a fortune can require big decisions about where it will go next, after you’re gone. Whether you have other family members or friends who you love, or charities close to your heart – there are steps you can take to ensure your estate planning still goes smoothly. ➡️ Here, Julius Baer’s experts share some practical advice: http://ow.ly/hsy1104XVLy #WealthPlanning #FamilyWealth
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