Funding Opportunity: Truist The Truist Foundation is opening more doors for racially and ethnically diverse and women-owned small businesses and entrepreneurs by investing in the network of solutions and organizations that support them. Through their two key focus areas, building career pathways to economic mobility and strengthening small businesses, Truist Foundation invests in pioneering ways to strengthen organizations with transformative ideas and proven solutions. Visit https://lnkd.in/eNVVYQ4Z to learn more and apply for a grant from either the Truist Foundation or the Truist Charitable Fund today! #BuildBlackBusiness #BusinessFunding
Russell Innovation Center for Entrepreneurs’ Post
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Today is Giving Tuesday, which serves as a good reminder to think about philanthropic goals leading up to year-end. In line with year-end charitable planning is the consideration of what types of assets to give. Our latest Wealth Strategy Insight, Beyond a Dollar: Stock Donations for Increased Impact, covers the potential benefits and logistics of contributing appreciated securities to charity in lieu of cash. #givingtuesday #philanthropy #wealthstrategy https://lnkd.in/gR3vuVeB
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Does encouraging our wealthiest citizens to put more of their profits into the pockets of those with the greatest needs resonate with you? Why lock wealth away in perpetuity in endowments and charitable investment funds when you can give it directly to life changing programs and people? There certainly are reasons for pooled and multi-generational charity. But if only 3-7% of the charitable investment returns are used for direct charitable activities, what is the social impact of the other 97-93% return on your charitable investment?
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Did you know that donating to your favorite charities can be both impactful and strategic? We’re excited to share our first video in our series on charitable giving, featuring our wealth management expert, Miriam Falaki, CFP® from Savant Wealth Management. In this video, she’ll discuss Gifts of Stock, providing valuable insights to help you make informed decisions. #ChastainParkConservancy #CharitableGiving #WealthManagement #SavantWealthManagement
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Strategic Change Agent and Business Transformation Catalyst | Aligning stakeholders to drive process optimization and efficiencies
While there are various avenues for giving, all charitable trusts have many common features that advisors should discuss with their clients. Download the #SSNCInnovest whitepaper to learn more about the variety of ways your client's assets and property can be distributed to various charities and organizations. http://ow.ly/NFYH104Pp9o #fintech #wealthmanagement #trustechnology #charitablegiving
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#DidYouKnow FFTC works closely with wealth managers and financial advisors, like yourself, every day? If you recently gained a client that inherited a large sum of money and would like to use most of it for charitable causes, contribute to a charitable fund, you can continue to be their investment manager with our Investment Alliance Manager Program, which was designed for this exact situation. Read more on Philanthropy FOCUS, written by our very own Director of Investments – Natalie Wolf, CIMA®: https://ow.ly/YH6p50QXGlC
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Navigate the tax implications of charitable giving by downloading our free guide. Learn how to develop a charitable giving strategy, determine how much to give, the benefits of charitable funds, and more! https://hubs.la/Q02bnMdh0
Using Your Money for Good
epwealth.com
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While there are various avenues for giving, all charitable trusts have many common features that advisors should discuss with their clients. Download the #SSNCInnovest whitepaper to learn more about the variety of ways your client's assets and property can be distributed to various charities and organizations. http://ow.ly/NFYH104Pp9o #fintech #wealthmanagement #trustechnology #charitablegiving
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Founder at Redemptive Capital | Private Equity & RE ➡️We Build & Buy Businesses & Real Estate to Maximize Impact & Financial Returns
Did you know that charitable capital can be invested in/granted to for-profit investments that have an impact factor via Donor Advised Funds (#DAFs)? Redemptive Capital is hosting a FREE breakfast on January 24th with the National Christian Foundation and the Impact Foundation to dive into how this can be done. If you are a faith-driven investor/donor and want your dollars/impact to be multiplied, we'd love to see you there! Link to sign up in comments. #NCF #ImpactFoundation #RedemptiveCapital #ImpactInvesting
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🌍 As an advisor, it's key to understand the causes that are close to our clients' hearts. What charitable endeavors mean the most to them? Let's tailor strategies for your clients to leave a lasting impact. 🚀 Join our webinar, "Year-End Strategies - Charitable Giving," on December 13th at 4:15pm EST to explore ways to create meaningful legacies. Click the link below to register today! https://lnkd.in/ez5YkYuF 🌟 At Covr, we're dedicated to helping advisors and their clients support their special causes. Let's shape a charitable plan that reflects their values. #AdvisoryServices #ClientFocused #CharitablePlanning #YearEndPlanning
