Jessica Pacheco’s Post

Professional Advisor Recognition Society Spotlight: Frederick R. Franke Client-centric teamwork are not buzzwords to Frederick and his firm, Franke Beckett LLC. As the firm’s managing attorney, Frederick makes sure they deliver first-rate estate and trust services to their clients. For his estate planning clients, this means that their concerns are addressed and an estate plan constructed to meet those specific concerns. As part of the process, CFAAC is discussed as an important option to clients who want their philanthropy to support local nonprofits. The firm has been working with the Community Foundation since 1998. “Many of our clients include charitable bequests in their estate planning,” said Frederick. “By using CFAAC for donations, they can structure bequests that will benefit charities with annual gifts and provide a way to include their younger family members in the process. Such a legacy helps the charities and can promote philanthropy in future generations.” Read More about Frederick R. Franke: https://bit.ly/3TDQdBS

Cohn Lifland Pearlman Herrmann & Knopf LLP plans to celebrate 100 years of solving legal problems like yours by giving back to our community ALL YEAR LONG in 2024. Follow us to see how we do it. #centennial #familylaw #AskAmanda www.njlawfirm.com

Charitable giving dropped 2.1% in 2023, according to Giving USA Foundation. It is more important than ever that charities build trust with donors. Read about our survey that found that donors preferred nonprofits that had earned all four beacons on #CharityNavigator > https://bit.ly/3SnaIl4 #philanthropy #development #fundraising #nonprofit

We at ScholarCHIPS at THRILLED to have earned a PLATINUM TRANSPARENCY SEAL once again this year from Candid (formerly Guidestar), the world’s largest source of information on non-profit organizations!! The platinum seal of transparency indicates that ScholarCHIPS shares clear and important information with the public about our organizational goals, strategies, capabilities, achievements, and progress indicators, which highlights our positive impact on the world! ScholarCHIPS can also be found on Spur Local, Combined Federal Campaign (CFC) Charity List, the United Way of the National Capital Area list, Benevity and Charity Navigator!! Consider asking your donor-advised fund today (ie Schwab Charitable, Fidelity Charitable) how you can donate to ScholarCHIPS 

Do you need help identifying charitable opportunities and understanding how they can benefit you? Contact a charitable gift planning attorney to discuss your options for providing for charities in your estate. These organizations can benefit from your last wishes to provide for their cause. Let us help you determine which organizations best suit your individual personality and values.  Las Vegas charitable planning is a specialty of ours.  https://buff.ly/48CWqT7. #charitableplanning #estateplanning #charitablecontributions

What rules surround charities accepting, refusing or returning donations? Following an increase in queries from charities on accepting or returning donations and the ex-gratia regime, as well as new Charity Commission for England and Wales guidance on this topic published Monday (4 March), Stone King Partners Hannah Kubie and Luke Watson have created a helpful collection of FAQs for charities. Subjects covered include the broad rules on returning donations, whether charities should have policies in place regarding the acceptance, refusal and return of donations, and a reminder of the current ex-gratia rules. Read the FAQs here: https://lnkd.in/eBw_NYyX #ExGratia #CharitableGiving #CharityCommission #StoneKing #Donations

In this GCC Tax Monday, we present an overview of the Designated Charity, which includes a detailed explanation of the qualifications of Designated Charities. In addition, we covered the benefits of being Designated charitable organisation. Similarly, we have provided an update on the updated list of Designated Charities, which was published on August 5, 2024.” Markus Susilo Michel Ruitenberg #GCCTaxMonday #FTAUpdate #VATGuide #Charities #DesignatedCharities #UpdatedList #Benefits #SpecialVATRecoveryRules

Trust and Distrust of Charities Webinar LIVE now! Join Roy Morgan CEO Michele Levine to discover: • Why have Australians become more distrusting than trusting? • How has this impacted the charities sector? • Who is Australia’s most trusted charitable organisation? • Which Australians are more likely to donate to charities? Watch the full webinar here: https://lnkd.in/gpkXTg_j Purchase the Trust and Distrust in Charities Webinar Report here: https://lnkd.in/g7QsiYCR #charities #notforprofit #trust #distrust #webinar

In this #GCCTaxMonday, we present an overview of the Designated Charity, which includes a detailed explanation of the qualifications of Designated Charities. In addition, we covered the benefits of being Designated charitable organisation. Similarly, we have provided an update on the updated list of Designated Charities, which was published on August 5, 2024. #GCCTaxMonday #FTAUpdate #VATGuide #Charities #DesignatedCharities #UpdatedList #Benefits #SpecialVATRecoveryRules Michel Ruitenberg

Today is International Day of Charity, and a great day to reflect on how important charitable giving can be in preserving a family legacy. Family philanthropy and charitable giving can strengthen values like empathy, responsibility, and community within a family to create a lasting impact for generations to come. By aligning with meaningful causes, families can give back, instill a sense of purpose in future generations, and demonstrate their values on a larger scale. #InternationalDayOfCharity #Charity #CharitableGiving #FamilyPhilanthropy #LegacyPlanning