YMCA of Central Florida’s Post

If you have listed beneficiaries for nearly every other aspect of your finances, why not have beneficiaries for your charitable giving, too? We'll help you plan your legacy today so it's one less thing you and your beneficiaries will have to worry about in the future. https://lnkd.in/dXVUr7N #GivingWithDAFs #Philanthropy #Impact #CharitableGiving #LegacyPlanning #FinancialPlanning #CharitablePlanning #DonorAdvisedFund #GivingTool

Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/g8bSAHuR #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning

Reminder: Managing your finances is a form of self care! February is the month of love and we encourage you to take time this month to prioritize your financial goals. This can be adding to your emergency fund, getting involved in more philanthropic activities or charitable causes, or practicing mindful spending by being intentional about where you are giving your money to this month. #moneymanagement #selfcaregoals #selfcareneeds #valentinesday #financialplanning #philanthropy #charitablegiving #mindfulspending

In the latest issue of WFO, Special Counsel, Carly Ashwood, shares her wisdom in ‘Passing on the Giving Gene’. Carly poses the question, “Why structure your giving?" and continues "There is nothing wrong with donating on an ad hoc basis to a charity or providing monetary or other support to a disadvantaged individual. Anyone who reads about the origins of The Smith Family will be aware of the change that direct and uncomplicated support can provide to those in need. However, having one generation of a family providing ad hoc support to charities or individuals does not give future generations a ‘ready-made’ philanthropic structure to take ownership of, grow and apply for benevolent purposes. There are many ways to structure philanthropy in families, the most common one being to establish a family foundation. But what exactly is a family foundation? We invite you to read Carly’s article to find out about family foundations and more... #wfo #womensmoneymagazine #familyfoundations #successfulwomen #carlyashwood

Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/gfw4S5Au #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning

As the end of the financial year approaches, your favourite charities are ramping up their efforts and seeking vital support. If there’s a cause you hold dear, now is a perfect time to consider how you can contribute in a way that leaves a meaningful legacy. Whether you choose to give now or plan a bequest through your estate, structuring your donations intelligently can also offer significant advantages. Interested in making a lasting impact? Let’s discuss how you can integrate charitable giving into your estate plan, maximising benefits for you and the causes you care about. #EOFY #Philanthropy #CharitableDonations #TaxTime #WillsAndEstates #AusLaw

Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/grkU2TF4 #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning

Curious about which states lead in charitable giving and volunteering? Accounting Today ranks the top 20 most charitable states in America, highlighting the communities dedicated to making a difference. Did your state make the list? Hint: several are in the DMV area! Read more here: 20 Most Charitable States: https://bit.ly/4cmQQ9f #Philanthropy #Generosity #Giving #GenerosityMatters #obriengarrett

Charitable bunching is yet another tax-efficient giving strategy that using a Giving Fund with National Christian Foundation can open up to you your family. By consolidating donations into a single tax year, you can unlock significant tax benefits while maintaining flexibility in grant recommendations. Check out this concept sheet to learn more, or reach out if you want to discuss more about how to get the most out of every gift! #philanthropy #givingstrategy #donoradvisedfunds #taxplanning

Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/gr5kUduw #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning