Assets, Charitable Planning and Investment Advisor

Charitable Giving: Enhancing Wealth with Purpose and Impact

Ballast Advisors

SEPTEMBER 5, 2024

Strategic charitable planning can involve various forms of giving, each with distinct tax implications: Cash Donations : Direct contributions are straightforward and offer immediate tax deductions up to 60% of your adjusted gross income (AGI). DAFs offer flexibility and can be a powerful tool for strategic, long-term philanthropy.

Wealth Management

Wealth Management Taxes Charitable Planning Estate Planning

Values Based Financial Planning is Powerful and Can Lead To Success!

Envision Wealth Planning

MARCH 2, 2022

Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans. I believe everyone should have an estate plan that reflects one’s current values.

Financial Planning

Financial Planning Certified Financial Planner Planning Financial Planner

Financial Advisor Source

Charitable Giving: Enhancing Wealth with Purpose and Impact

Values Based Financial Planning is Powerful and Can Lead To Success!

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