As summer fades into fall, it is a natural time to look ahead. Whether you are thinking about year-end charitable giving, celebrating an important financial milestone, or considering the legacy you’d like to leave for future generations, a little planning today can make a big difference tomorrow. The East Tennessee Foundation is happy to share trends and practical ideas to help you get ahead of your charitable giving before year-end!
Early birds, “bunching,” and planning for year-end
Year-end giving often works best when planning starts long before the holidays. Learn why now is the perfect time to review your charitable plans, explore the benefits of “bunching” charitable gifts, and consider how your donor advised fund at the East Tennessee Foundation can help you maximize both your impact and potential tax benefits.
From success to significance: Opportunities after a major financial milestone
Major life events often inspire us to think differently about what comes next. Whether you have sold a business, received an inheritance, retired, or crossed another important milestone, the East Tennessee Foundation can help you discover how thoughtful charitable planning can translate financial success into lasting community impact.
A “big” inheritance may not be all financial
The Great Wealth Transfer we have all been watching is about so much more than passing along assets to your heirs. The East Tennessee Foundation team welcomes conversations about generosity, shared family philanthropy, and thoughtful estate planning to help ensure that your values, and not just your wealth, continue to make a difference for generations to come.
As always, thank you for allowing the East Tennessee Foundation to be part of your charitable giving journey. We are honored to help you turn today’s generosity into tomorrow’s lasting impact.
-The East Tennessee Foundation Team