The Boston Business Journal has named #Coverys as an honoree in its 2024 annual Corporate Citizenship Awards, a recognition of the region’s top corporate charitable contributors. This list is published annually to showcase companies that promote and prioritize giving back to their communities. The awards ceremony will take place on September 5 in Boston. https://lnkd.in/e6BfgSX9 #FoundationWorks #CCHF #CoverysCommunityHealthcareFoundation #Honoree #CorporateCitizenshipAwards
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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
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We are known for helping successful business owners create a legacy for their families that will last for generations. Our definition? We have a responsibility to give back to the communities where we live, work, and play. Not only do we advise clients on ways to make an impact through charitable giving, we create our own legacies. Interested? Visit santoriandpeters.com to learn more. #LegacyBuilders #GenerationalWealth #CharitableGiving #WealthManagement #FinancialPlanning
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Advisors, did you catch the latest issue of our Advisor Insights newsletter? This quarter, we're addressing three tax-time questions that are top of mind for advisors, as well as some of the most common scenarios where philanthropy can be a solution for your clients. You'll also read about the advantages of gifting private company interests prior to a sale. Access the full issue here: https://lnkd.in/gfWAfZp3 You can also sign up to receive future newsletters and strategic tips about charitable giving that you can use to serve your clients: https://lnkd.in/eQvBZj4p
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One of the most rewarding parts of the work we get to do is helping clients understand their financial capacity. Not just capacity to save and invest for their future but the capacity to live life today and help those in need. Our goal as a firm is continue to expand our ability to give back as our capacity grows. We love supporting our community partners and partnering with our clients to support the organizations that they are passionate about! I find giving is a state of mind and not the state of your balance sheet. What is your giving plan for 2024?
We made the list! Voyage Wealth Architects is excited to share that we made the first ever Minneapolis/St. Paul Business Journal (MSPBJ) Corporate Giving in Minnesota list! In creating their listing, the Business Journal looked at organizations’ cash contributions to Minnesota-based charitable beneficiaries. In addition to that, we ranked for the second year in a row on the Minnesota-based Corporate Philanthropists list. Of all the lists to make, it’s an honor to be included on these. #communityimpact #values #givingback
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Choosing between a private foundation and a donor-advised fund (DAF) requires thoughtful consideration of each family’s goals. At Whittier Trust, we collaborate with clients to explore essential questions: Who will be involved in giving? What assets will fund contributions? How much control is desired? In our latest article, Ashley Fontanetta, CTFA, CAP® shares how our Philanthropic Services Team examines how the structure of a private foundation or the flexibility of a DAF is the right fit, our provides expert guidance to ensure charitable giving aligns with family values and long-term goals. Learn more here: https://lnkd.in/g6cDJz7c #Philanthropy #CharitableGiving #WealthManagement #WhittierTrust #TrustWhittier
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On Demand Data Analytics + CRM Operational Support for Small to Mid-Sized Organizations. Overwhelmed by metrics + tech? Want to be more data driven by don't know where to start? Let's Talk!
Come join the conversation with me on how to amplify the social impact sector by changing our processes and thoughts about #nonprofits
🌟 Join us for a thought-provoking community talk session hosted by the LendingTree Foundation in collaboration with SVP Charlotte! We're diving into the "Uncharitable" documentary, challenging the status quo in charitable giving.🎬 🗓️ Save the date: Monday, February 26th, from 4:00-5:30pm. Click here for more information. Only a few tickets left. 👉 https://buff.ly/3OH613W #UncharitableDocumentary #CommunityDiscussion #LendingTreeFoundation #SVPCharlotte #ncphilanthropy #trustbasedphilanthropy #ncnonprofits April Barnhardt Whitlock Kristin Winkle Beck, CPLC
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We are known for helping successful business owners create a legacy for their families that will last for generations. Our definition? We have a responsibility to give back to the communities where we live, work, and play. Not only do we advise clients on ways to make an impact through charitable giving, we create our own legacies. Interested? Visit santoriandpeters.com to learn more. #LegacyBuilders #GenerationalWealth #CharitableGiving #WealthManagement #FinancialPlanning
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April is Community Service Month! This month, we celebrate all you do to give back to your community! If charitable giving is a part of your service to your community, contact our advisory team at 941.932.4822 to discuss a strategy to help make the most of your gift! #charitablegiving #communityservice #thankyouvolunteers #volunteerspirit #soundadvice #soundwealth #soundwealthmanagement #morethananame #morethanjustourname
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April is Community Service Month! This month, we celebrate all you do to give back to your community! If charitable giving is a part of your service to your community, contact our advisory team at 941.932.4822 to discuss a strategy to help make the most of your gift! #charitablegiving #communityservice #thankyouvolunteers #volunteerspirit #soundadvice #soundwealth #soundwealthmanagement #morethananame #morethanjustourname
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Professional Advisors: Every year, the Giving USA study reports the status of charitable giving in America. 💡 Adjusted for inflation, 2023 saw a decrease, making it harder for San Diego charities to meet community needs. This is relevant to your clients because, for many of them, philanthropy is an important part of their financial plans and family traditions. Jason Rogers, AIF®, CWS®, Director of Wealth Advisor Relations at SDF shares insights to help with your conversations about charitable giving. Read his latest insights: https://bit.ly/3WeMQRZ #CharitableGiving #AdvisorInsights #Philanthropy
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