Cornerstone Financial Advisory
FEBRUARY 26, 2025
This includes how we plan and manage our estate. Effective estate planning is an act of financial stewardship. With our estate, we have the immense power to bless others, including our families, children, and charitable organizations we care about. In fact, your estate plan can reflect your deepest held values.
Nerd's Eye View
JANUARY 31, 2024
More importantly, using various tax-efficient "Give It Twice" charitable tools allows financial advisors to help their clients create comprehensive estate plans that can benefit both their loved ones and the causes that are most meaningful to them! Read More.
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Nerd's Eye View
AUGUST 23, 2023
In this guest post, Kathleen Rehl, a semi-retired financial advisor and educator now focusing on her own estate planning considerations, shares her experience with creating her "Legacy IRA" rollover to a Charitable Gift Annuity to support her chosen nonprofits after Congress passed the SECURE 2.0 legislation at the end of 2022.
Brown Advisory
MAY 4, 2020
Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs.
Brown Advisory
SEPTEMBER 4, 2019
Beyond Investing: Strategic Advice for Nonprofits. Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs. challenge: DONOR DEVELOPMENT/PLANNED GIVING PROGRAM SUPPORT. .
MainStreet Financial Planning
MAY 10, 2023
A few weeks ago, I had the pleasure of attending a gala fundraiser for one of my favorite nonprofit organizations, Junior Achievement. You may not be aware, but I worked for this same nonprofit for about 5 years before joining MainStreet. Junior Achievement’s mission is to inspire and prepare young people to succeed.
International College of Financial Planning
JULY 30, 2022
Those interested in learning more about their financial future, such as retirement saving, estate planning, and philanthropic giving, often sought out CFP. By paying for CFP services, you strengthen your overall financial plan. They help their clients develop a plan for achieving their goals.
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