The workshops equipped attendees with practical strategies for


integrating planned giving messages into all their fundraising efforts.


A “NO CASH”, TAX-WISE, YEAR-END GIVING IDEA As we approach the end of the year, you may be hearing about “required minimum distributions” (RMDs). Tis refers to the money that the government requires individuals aged 73 or older to withdraw each year from their IRAs. Since these distributions are fully taxable, they can increase your tax liability on Social Security benefits, even if you plan to donate the funds after receiving them. Te good news is that RMDs also present a valuable opportunity. You can take advantage of a provision in the tax code to redirect your RMD to a Qualified Charitable Distribution (QCD), allowing you to donate directly to your favorite charity while bypassing taxes. Contact your financial advisor today!


INSPIRING GENEROSITY WORKSHOP Empowering Nonprofits With Fresh Strategies


Tis past year, the team at Faithward Advisors led several “Inspiring Generosity” workshops designed to energize faith- based nonprofits with innovative insights into planned giving and marketing techniques. Tese sessions were tailored for organizations launching new initiatives or enhancing existing programs and focused on key goals to strengthen financial sustainability and deepen donor engagement.


Participants learned about the definition and impact of a healthy planned giving program and discovered its long-term benefits for their organization. Tey explored the current landscape of giving and the $68 trillion expected to change hands from one generation to the next. Te workshops equipped attendees with practical strategies for integrating planned-giving messages into all their fundraising efforts.


Ultimately, “Inspiring Generosity” sparked new ideas for growing the organization’s financial assets and fostering long-term financial sustainability. To book your nonprofit workshop, visit FaithwardAdvisors.com/Generosity.


BERNIE PRESENTS AT A NOVEMBER INSPIRING GENEROSITY EVENT.


FAITHWARDADVISORS.COM • 7


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12