In the new teleclass, Top 10 Mistakes Small Businesses Make With Charitable Giving, a financial expert & a philanthropic expert explain how how to simultaneously donate to causes and make money.
June 20, 2007 (Press Release) --
San Jose, CA June 20, 2007: Elizabeth Potts Weinstein, CFP®, JD, a Certified Financial PlannerTM practitioner and attorney, and Maggie F. Keenan, Ed.D., philanthropic expert, have teamed up to offer a free teleclass teaching business owners how to avoid the top ten mistakes most business owners make when creating and launching a charitable giving program.
Weinstein, owner of The Wealth Spa, and Keenan, owner of givingadvice, have found that their small business clients were missing vital information they needed to create charitable giving programs that both changed people's lives, as well as contributed to the bottom line of their business.
Keenan explains that "there are challenges business owners never imagined with just giving to local charities -- you get caught up in wanting to help them all. Your heart is in the right place, but you just don’t know how to make giving a part of your business that is successful, fulfilling and makes a difference in your business and the world."
Business owners also want information about the practical side of giving. "Business owners want to give their time and money to charity, but also want to get all the tax benefits of doing so. In this program, I explain how to take tax deductions for your giving, and how to create a responsible giving budget for your business," says Weinstein.
In the teleclass, Weinstein and Keenan will teach attendees simple strategies to make giving matter where it matters most, how to avoid mistakes that drain small business owners, which donations are taxable & where to claim them on a tax return, and how much of a business's gross revenue should spent on giving.
Weinstein and Keenan are offering this information in a teleclass format. A teleclass is a class taught virtually, over a telephone bridge line. Using the teleclass format, business owners from all over the world may attend without having to leave the comfort of their own office or home.
The teleclass is offered on July 11, 2007 at 1:00 PM EST (10:00 AM PST). For additional information about the free teleclass, go directly to http://www.thewealthspa.com/giving, or contact The Wealth Spa at (800) 752-3592.
About Maggie F. Keenan, Ed.D.: Keenan, the Owner & Principal of givingadvice, is an expert at creating results-oriented giving programs. She is recognized by her clients and colleagues for her personal commitment to improving philanthropy and acknowledged for her insight, intellect and applicable value her programs provide.
About Elizabeth Potts Weinstein, CFP®, JD: Weinstein, is a Certified Financial Planner™ practitioner and attorney, and the owner of The Wealth Spa, an independent fee-only financial planning firm that specializes in helping women achieve their most important goals through financial planning, money coaching, classes, and books. She publishes the weekly electronic financial planning magazine, Prosper!.
Weinstein, owner of The Wealth Spa, and Keenan, owner of givingadvice, have found that their small business clients were missing vital information they needed to create charitable giving programs that both changed people's lives, as well as contributed to the bottom line of their business.
Keenan explains that "there are challenges business owners never imagined with just giving to local charities -- you get caught up in wanting to help them all. Your heart is in the right place, but you just don’t know how to make giving a part of your business that is successful, fulfilling and makes a difference in your business and the world."
Business owners also want information about the practical side of giving. "Business owners want to give their time and money to charity, but also want to get all the tax benefits of doing so. In this program, I explain how to take tax deductions for your giving, and how to create a responsible giving budget for your business," says Weinstein.
In the teleclass, Weinstein and Keenan will teach attendees simple strategies to make giving matter where it matters most, how to avoid mistakes that drain small business owners, which donations are taxable & where to claim them on a tax return, and how much of a business's gross revenue should spent on giving.
Weinstein and Keenan are offering this information in a teleclass format. A teleclass is a class taught virtually, over a telephone bridge line. Using the teleclass format, business owners from all over the world may attend without having to leave the comfort of their own office or home.
The teleclass is offered on July 11, 2007 at 1:00 PM EST (10:00 AM PST). For additional information about the free teleclass, go directly to http://www.thewealthspa.com/giving, or contact The Wealth Spa at (800) 752-3592.
About Maggie F. Keenan, Ed.D.: Keenan, the Owner & Principal of givingadvice, is an expert at creating results-oriented giving programs. She is recognized by her clients and colleagues for her personal commitment to improving philanthropy and acknowledged for her insight, intellect and applicable value her programs provide.
About Elizabeth Potts Weinstein, CFP®, JD: Weinstein, is a Certified Financial Planner™ practitioner and attorney, and the owner of The Wealth Spa, an independent fee-only financial planning firm that specializes in helping women achieve their most important goals through financial planning, money coaching, classes, and books. She publishes the weekly electronic financial planning magazine, Prosper!.
Email
Print
SPAM
