Hope Atlanta’s Post

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?

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

Step by step & together: You tell us about your charitable passions and we find a way to serve them! Build a Charitable Giving Plan and make a lasting difference in Chippewa County. +Add us to your professional advisement team to maximize tax-wise solutions. #financialplanningtips #plannedgiving #taxsavings

In this weeks newsletter, Katie Vercio, CFP® reviews charitable giving as a part of your year-end checklist. Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others and fostering a sense of community. Reviewing a checklist before the end of 2023 can be beneficial in ensuring that your contributions are aligned with your values and optimized for tax efficiency. Read more here: https://lnkd.in/gyNFxPxV

Advisors, stay ahead of the latest trends in charitable giving with NPT’s DAF Digest. In our latest issue, we delve into key considerations for international grantmaking and discuss ways you can work with donors to align DAF accounts with giving goals. Get informed: https://bit.ly/49gU8tf #ForAdvisors #DonorAdvisedFunds #DAFs #Philanthropy

If charitable giving is part of your client’s estate plan, have a conversation about donor-advised funds and Greater Horizons. Many donors choose to involve their kids and grandkids in their giving by naming successor advisors to their fund - creating philanthropists of the next generation while allowing you to create relationships with your clients and their heirs. Learn more about how we work with attorneys: https://lnkd.in/g-CBDmyU

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

Give with your heart and grow with your wealth. For high-net-worth individuals, charitable giving is not just a means of helping others, but a powerful way to build a lasting legacy, strengthen family bonds, and positively impact the world. Read our latest blog post to discover the top 10 benefits of charitable giving for high-net-worth individuals and learn how giving can bring rewards to the soul and benefits to the wallet. Read More: https://hubs.ly/Q02zmqTD0 #MasterWealth #CharitableGiving #Charitable

Check out these tips from #BrynMawrTrust’s Elizabeth Wagner to maximize your year-end charitable giving. 

Check out these tips from #BrynMawrTrust’s Elizabeth Wagner to maximize your year-end charitable giving.