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We’re honored once again to be a sponsor of the Plan to Give Conference! This conference, focused on the great wealth transfer, aims to empower Tampa Bay financial professionals with giving strategies that they can execute with their clients, as well as inspire future generations with the power of charitable giving. #charity #charitablegiving #philanthropy #serving #legacy #family #generationalwealth #womeninbusiness #entrepreneurs #wealthmanagement #wealthtransfer #successionplanning #exitstrategies

Yesterday marked the first day of the Private Client Advisory and Litigation Forum, and it was enlightening! I particularly appreciated the discussion on tax incentives for charitable giving. Looking forward to gaining more insights today and tomorrow. #PrivateClientForum #GlobalTaxesLLC

How do you build community? By fully committing to the people and places around you. At Fitzpatrick Lentz & Bubba, that looks like attorneys and staff supporting local and regional organizations through community service projects, charitable contributions, sponsorships, and board/committee representation. Businesses have everything to gain from cultivating strong ties. #Community #Business #Commitment

Dive into the remarkable story of John Koskinen, former IRS Commissioner, as he strategically utilizes a charity lead annuity trust (CLAT) to support his alma mater and facilitate tax-efficient wealth transfer to his heirs. Explore the transformative potential of CLAT in philanthropy and generational wealth planning. https://hubs.ly/Q02d-nXN0 #Philanthropy #WealthTransfer #TaxEfficiency

Dive into the remarkable story of John Koskinen, former IRS Commissioner, as he strategically utilizes a charity lead annuity trust (CLAT) to support his alma mater and facilitate tax-efficient wealth transfer to his heirs. Explore the transformative potential of CLAT in philanthropy and generational wealth planning. https://hubs.ly/Q02d-nXP0 #Philanthropy #WealthTransfer #TaxEfficiency

Been fantastic to work with Be Bold Media, creating a series of 'Trustee Story' videos for the Get A-Head Charitable Trust. 🎥✨ Highlighting trustee members in hero films is a powerful way to humanise your organisation, build trust, and connect with your audience on a personal level. 🌟 #Collaboration #VideoProduction #CharityWork"

Is it time for a new philanthropic revolution?     As we reach the end of our series we’re proud to share this powerful article by Peter Goddard, who is joined by Michael Mansfield KC and Yvette Greenway- Mansfield, CEO of SOS Silence of Suicide Charity.    They reflect on a world where wealth generation has reached unprecedented levels, and invite a Call to Action for the Global Trust and Wealth Sector.    They also discuss the incredible impact of charitable giving, and how trustees, lawyers, and trust companies can empower their clients to actively participate in philanthropy.     #SilenceofSuicide #IMGImpactInsights #Philanthropy #IPhilanthropicStrategies #ThoughtLeadership View the article and subscribe to the series here: https://lnkd.in/er2KXHCu

📺 Whether you're a seasoned philanthropist or just starting your journey into charitable giving, this month's episode of Coffee with Alissa is a must-watch. Head over to our Schneider Downs Wealth Management Advisors, LP page today to check it out, and while you're there, be sure to hit that subscribe button to stay updated on all future content. #CoffeeWithAlissa #CharitableGifting #Philanthropy #GivingBack #GiftPlanning #SalvationArmy #CommunityImpact #RMD #SocialImpact #MakeADifference #GivingSeason

📺 Whether you're a seasoned philanthropist or just starting your journey into charitable giving, this month's episode of Coffee with Alissa is a must-watch. Head over to our Schneider Downs Wealth Management Advisors, LP page today to check it out, and while you're there, be sure to hit that subscribe button to stay updated on all future content. #CoffeeWithAlissa #CharitableGifting #Philanthropy #GivingBack #GiftPlanning #SalvationArmy #CommunityImpact #RMD #SocialImpact #MakeADifference #GivingSeason

Dive into the remarkable story of John Koskinen, former IRS Commissioner, as he strategically utilizes a charity lead annuity trust (CLAT) to support his alma mater and facilitate tax-efficient wealth transfer to his heirs. Explore the transformative potential of CLAT in philanthropy and generational wealth planning. https://hubs.ly/Q02d-7-10 #Philanthropy #WealthTransfer #TaxEfficiency