Rachel Sharp’s Post

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, John and Michael Parise break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

The June issue of ELEVATE magazine is here! 🌟 Dive into the importance of advocacy in real estate, FinCEN reporting requirements, money raised for the RASM REALTORS® Charitable Foundation and more! Read the full magazine at https://lnkd.in/e7WC4PCY. 📲

Many families have used charitable remainder trusts (CRTs) to increase their income, save taxes, and benefit charities. A CRT allows you to convert highly appreciated assets like stocks or real estate into lifetime income. Follow the link to learn more about CRTs from DBL Law’s James Dressman: https://lnkd.in/eX5sxDeR

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

Looking to dive into charitable planning? In this clip from this release of The Truth About Wealth, we break down charitable lead trusts and charitable remainder trusts, emphasizing their dual impact on both charities and families. Hit play today and discover the intricacies of these split-interest trusts, their income streams, and how they react to interest rate fluctuations ⬇️ #TheTruthAboutWealth #CharitablePlanning #WealthStrategies #TaxPlanning #TaxCutsAndJobsAct

🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory

In our latest blog, we're answering the questions fundraisers ask every four years … how will the Presidential Election impact charitable giving and how should you prepare? Check it out.

Join us on August 6 for an opportunity to learn about the fundamentals of private foundations, how they differ from other types of charitable entities, planning strategies, and more: https://hubs.li/Q02Gqprh0

Our 2024 Family Business Survey results are in! From profitability being the leading answer for how family businesses define success to making charitable donations being a top response for philanthropic support initiatives, our survey reveals the similarities and differences of family owned businesses across generations. See the results here: https://brev.is/REtht. #CenterForFamilyOwnedBusinesses

As we head into a presidential election year, the competition for charitable donations is set to intensify. At Whitley Penn, we’re here to help you navigate this challenging landscape and make the most of your contributions. Checkout a few tips to consider and contact our team for personalized advice: https://hubs.li/Q02VJ2TP0