Philanthropy Edition

Want to Feel Good AND Get Tax Benefits? (No, It's Not a Scam)

Let's talk about something that might make your accountant raise an eyebrow: giving away money to save money. Intrigued? Keep reading.

💡 Big Idea: Philanthropy Isn't Just for Bill Gates

Here's the deal: true wealth isn't just about the size of your bank account. It's about the size of your impact. And guess what? Making an impact can actually boost your bottom line. Here's how:

🔹 The Perks of Putting Your Money Where Your Heart Is:

  1. Feel-good vibes (better than buying another fancy car)

  2. Tax benefits (yes, really!)

  3. Leave a legacy beyond a fat inheritance check

  4. Networking opportunities (rubbing elbows with do-gooders has its perks)

🔹 How to Be a Philanthropist (Without Going Broke):

  • Donor-advised funds (like a charitable savings account)

  • Impact investing (make money while making a difference)

  • Volunteer (because sometimes, your time is worth more than your money)

🔹 Why You Need a Pro in Your Corner: Navigating philanthropy can be trickier than a game of Jenga after a few beers. That's where we come in. We'll help you:

  • Figure out your giving goals

  • Find tax-smart ways to give

  • Balance your giving goals with your "I'd like to eat in retirement" goals

🎯 Ready to make your money mean something?

Click here to schedule a chat. Let's change the world together (and maybe stick it to the taxman while we're at it).

P.S. If this newsletter made you think, "Huh, I never thought about philanthropy that way," share it with a friend who could use a fresh perspective on giving.

To making a difference (and smart money moves)

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