eMoney Advisor
JANUARY 31, 2023
We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.
James Hendries
NOVEMBER 26, 2022
Make sure you review a charity’s privacy policy before you give them your information. And many times, you have to actively “Opt Out” to ensure your personal information is not used. Remember, for charitable contributions of $250 or more, you need a donor’s acknowledgement letter. Ask for A Receipt. Important Disclosures.
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eMoney Advisor
NOVEMBER 29, 2022
For even more tax-efficient giving strategies, watch the webinar I recently presented, Top 10 Charitable Planning Strategies for Financial Advisors: Helping Your Clients and Your Business with Charitable Planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.
Ballast Advisors
SEPTEMBER 5, 2024
Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. This material is for informational purposes only and should not be considered investment advice. The information presented here is not specific to any individual’s personal circumstances.
Brown Advisory
APRIL 1, 2020
The unprecedented size and scope of the CARES Act stimulus package signed into law in late March (see our article on the CARES Act for more information). CHARITABLE PLANNING Charitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.
Brown Advisory
APRIL 1, 2020
The unprecedented size and scope of the CARES Act stimulus package signed into law in late March (see our article on the CARES Act for more information). CHARITABLE PLANNING. Charitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.
Brown Advisory
JUNE 16, 2016
As we work with clients on incremental, long-term plans, each step along the way is an opportunity for us to listen to them and learn something new about them. Over time, this information helps us immensely as we seek to put ideas in context for them, and understand the right times to put bolder recommendations on the table.
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