Charitable Giving
Maximizing Impact: The Strategy of Asset-Based Giving – Contributing Shares of Your Business Before the Sale
For business owners seeking to make a substantial philanthropic impact while strategically planning for their financial future, asset-based giving presents a unique avenue. Leveraging the concept of contributing shares of a business before its sale, known as asset-based giving, can not only benefit charitable causes but also potentially offer tax advantages and financial planning opportunities. […]
Read MoreBuilding a Legacy of Change through Charitable Giving: A Financial Advisor’s Perspective
As a financial advisor, I’ve had the privilege of working with individuals and families who share a common desire – the aspiration to build not just wealth, but a legacy of positive change. One of the most rewarding avenues for creating such a legacy is through charitable giving. In this article, we’ll explore the powerful […]
Read MoreTaking Charitable Giving to Another Level
Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits, all while supporting a charitable cause. Generally, there are three methods used to gift a life insurance policy to […]
Read MoreTaking Charitable Giving to Another Level
Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits, all while supporting a charitable cause. Generally, there are three methods used to gift a life insurance policy to […]
Read MoreCreating a Legacy of Change through Charitable Giving
Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking a greater interest in and even taking part in the organizations. Because of this, […]
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