Million Dollar Round Table (MDRT)

JULY 17, 2022

By Bryce Sanders Financial advisors are trained to ask clients for referrals, and so from time to time we ask, “Do you know anyone I can help?” A former executive relayed to me how he was able to help his financial advisor get 50 referrals. His advisor would call and say, “Sally, do you know John Jones at ABC company?

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Walkner Condon Financial Advisors

FEBRUARY 15, 2024

The nonprofit sector has a path forward, but it needs the help of individuals, institutions, and government to get there. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable. A Look at 2024’s Hunt for Revenue.

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Carson Wealth

MARCH 21, 2025

Theyre established to benefit charitable organizations, including educational or cultural institutions, community organizations, service organizations such as hospitals, and other nonprofits. Donations to endowment funds are tax-deductible, giving them a place in your overall financial management and tax plan. 7727688.1.

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Million Dollar Round Table (MDRT)

JULY 23, 2023

By Bryce Sanders As a financial advisor or agent, you may do research to discover who in your area has assets and money in motion to fill your prospecting pipeline. Nonprofits issue them too. You might seek referrals or find out who just moved into the neighborhood. It’s a lot of work. Philanthropists have money to give away.

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Cordant Wealth Partners

NOVEMBER 18, 2024

According to the National Philanthropic Trust , DAF funds can be used "to support qualified nonprofits in arts and culture, the environment and animal welfare, food banks and hunger alleviation, educational and religious institutions, social service organizations, and more."

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Million Dollar Round Table (MDRT)

NOVEMBER 15, 2022

I’ve been with my financial advisor since 1995. The box includes a personalized card, hand-signed by my advisor and her team members. Hopefully, they are charitable, though, and have a favorite nonprofit. Ideally, the calendar is marked for significant dates, such as tax payment deadlines. Send candy.

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FMG

JULY 20, 2022

As a financial advisor, generating leads you can convert into clients is essential. Read on and find out how our 4 Digital Lead Generation Strategies for Financial Advisors can help you! These days social media is the place to engage with customers, potential leads, and even other financial advisors.

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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. They do this through programs that teach entrepreneurship, financial literacy, and career readiness skills. Junior Achievement’s mission is to inspire and prepare young people to succeed.

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NAIFA Advisor Today

NOVEMBER 2, 2022

Paul Dougherty is a Board Member for Life Happens, a nonprofit organization focused on education based on unbiased opinions about insurance. Paul is a former President, Secretary, and Trustee for NAIFA (National Association of Insurance and Financial Advisors).

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Clever Girl Finance

JANUARY 22, 2024

Types of guidance you can get from budget counseling Expert tip: Leverage budgeting tips from counseling to improve your finances How much budget counseling costs Where to find a budget counseling service Questions to ask to help you choose the right counseling service What makes a financial counselor and a financial advisor different?

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Harness Wealth

FEBRUARY 4, 2025

Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs. Charitable Donations: Donating collectibles to a qualified nonprofit can provide tax deductions based on fair market value.

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WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

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Carson Wealth

DECEMBER 28, 2022

There are a number of strategies to deploy when deciding which accounts are right for you so it’s wise to seek counsel from a financial advisor and tax professional. But here are some common tax-advantaged financial vehicles and tips on using them to their greatest benefit. . Tax-Deferred Accounts . Roth 401(k).

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Walkner Condon Financial Advisors

APRIL 27, 2023

Related Reading: What to do With Your Previous Job’s 401(k) Plan If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. which should be discussed with your tax advisor and financial advisor.

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eMoney Advisor

JANUARY 12, 2023

Discover how other financial professionals are giving back by browsing the winners of the Invest in Others Awards. These awards go to financial advisors who take initiative within nonprofits in their communities. Bonus: Get Inspired to Blaze Your Trail.

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Harness Wealth

APRIL 26, 2022

The charity just needs to be a registered nonprofit. Crypto Assets Alongside Your Other Assets: Help from CPAs and Financial Advisors. We can help you find both crypto tax and financial advisors that will ensure that your crypto and overall assets are protected. Trust structures.

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Walkner Condon Financial Advisors

APRIL 13, 2022

If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. Please reach out if we can be valuable to you when it comes to your financial planning needs.

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James Hendries

SEPTEMBER 13, 2022

Allow nonprofits to join together to offer defined-contribution multiemployer plans to their employees, as for-profit employers were allowed to do under the original SECURE Act. All information is believed to be from reliable sources; however LPL Financial makes no representation as to its completeness or accuracy.

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Carson Wealth

JANUARY 31, 2023

If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options. You can also contact one of our financial advisors to learn more about what options might be right for your situation. Get matched with a financial advisor today.

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WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

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Brown Advisory

MARCH 28, 2017

Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says. That can be a mistake.

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Brown Advisory

MARCH 28, 2017

Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says. That can be a mistake.

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Carson Wealth

NOVEMBER 30, 2022

However, not all nonprofits will accept this type of gift because it can be more involved to set up a payment stream. While reducing your tax bill by donating to charity is an admirable act and often a wise financial strategy, always talk to a financial advisor before making any decisions. You can visit the?

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Carson Wealth

MARCH 11, 2025

Public Disclosure Tax-exempt nonprofits are subject to strict public disclosure laws. Copies of IRS 990, 990-PF, 990-EZ, 990-N, and 990-T returns for charitable nonprofits are available on the IRS website. There are several ways to do this. When you link to any of the websites provided here, you are leaving this website.

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Carson Wealth

APRIL 3, 2025

And if you are philanthropically inclined, opportunities may exist to help you support your favorite nonprofit organizations in a more tax-effective manner. Beth Schanou is a non-registered affiliate of Cetera Advisor Networks, LLC. With proper planning, tax management can bolster your ability to grow your wealth.

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