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Charitable Planning

Give Me a (Tax) Break: Tax Implications For Charitable Trusts

Submitted by JMB Financial Managers on April 25th, 2025

Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor. One strategy that has gained popularity among those looking to make a lasting impact, while potentially reaping tax benefits, is the charitable trust.

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  • Charitable Planning
  • Financial Planning
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INFOGRAPHIC: 5 Charitable Giving Ideas That Will Also Reduce Your Taxable Income

Submitted by JMB Financial Managers on December 22nd, 2022

‘Tis the season of giving and, as the end of the year approaches, it is also the time to make year-end tax saving moves. Regardless of the tax benefits, giving back to your community, especially after the difficult year we’ve had, can truly change people’s lives.

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  • Charitable Planning
  • Taxes
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Financial Planning for Nonprofits

Submitted by JMB Financial Managers on May 27th, 2022

According to the National Council of Nonprofits, about 21% of all nonprofits have an annual budget of $50,000 or less. With this in mind, maximizing the assets and income of the organization is critical, as every cent counts.

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  • Charitable Planning
  • Financial Planning
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15 Ways a Financial Advisor Can Assist a Nonprofit

Submitted by JMB Financial Managers on April 21st, 2022

Most people, wealthy or not, try to support a philanthropic cause, be it big or small. Whether that be through donations, volunteering time, or joining a charity’s board, it is important that the charities individuals choose to support are utilizing resources to make the most of what they are given.

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5 Tips for Charitable Giving to Reduce Your Taxable Income

Submitted by JMB Financial Managers on December 15th, 2020

‘Tis the season of giving and, as the end of the year approaches, it is also the time to make year-end tax saving moves. Regardless of the tax benefits, giving back to your community, especially after the devastating year we’ve had, can truly change people’s lives.

Tags:
  • Charitable Planning
  • Taxes
  • Read more

What Can a Financial Advisor do for a Non-Profit?

Submitted by JMB Financial Managers on September 18th, 2017

Most people, wealthy or not, make an effort to support a philanthropic cause, be it big or small.

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  • Charitable Planning
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

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