Don't miss out on the Conference on Charitable Giving, happening next week! There's still time to register for this annual event dedicated to empowering professional financial and legal advisors in the realm of philanthropy. Join us for a day filled with enlightening discussions and networking opportunities. 📅 Date: Wednesday, May 8, 2024 🕒 Time: 8:30 a.m. - 5:00 p.m. 📍 Location: Frances C. Arrillaga Alumni Center, Stanford University Featuring distinguished speakers and panelists, including: - Elizabeth Kim, Supervising Deputy Attorney General, CA Department of Justice - Matt Abrahams, Lecturer, Stanford University Graduate School of Business - Martin Hall, Founding Attorney, Hall & Diana LLC - David York, Managing Partner, York Howell Attorneys at Law - Matthew Wesley, Principal, The Lovins Group Explore topics such as charitable gift and estate planning, and engage in discussions with peers about effective strategies for philanthropic engagement. View the complete program here: https://lnkd.in/gUdPVF3V Register now: https://lnkd.in/gJYAbfXb #ConferenceOnCharitableGiving #Philanthropy #ProfessionalAdvisors #CharitableGiving #Networking
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🌟 Call for Nominations! 🌟 If you know a woman who has excelled in her field & made a remarkable impact through civic, nonprofit, & philanthropic efforts, we want to hear about her! 👉 Submit your nominations here: #WomenInBusiness #InspiringWomen
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Trust is at an all-time low in our country. Because trust is at the core of philanthropy efforts, it is imperative that health care philanthropy teams address this unfortunate trend. A lack of trust leads to patients not seeking care, not believing they are receiving the best care possible, not investing in their hospitals for fear their money won’t be used wisely and even unwillingness to help neighbors to effect change for the better. There is, however, encouraging news. Those of us in philanthropy can combat this growing trend of distrust and move the needle to a more positive state. We are natural connectors and relationship builders. Let’s use our innate skills to turn this trend around. Read more about building trust with philanthropic partners in this piece from Accordant's Pamela Ronka Maroulis, FAHP, CFRE: https://ow.ly/4ati50TnT0K #healthcare #philanthropy #trust
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If you’ve set ambitious philanthropic goals for the New Year as a foundation CEO, trustee, UHNW donor, or family office leader, sign up for Kris Putnam-Walkerly's Confident Giving newsletter. You’ll receive practical and proven advice to help you achieve your goals. Subscribe through the link in the first comment. The link takes you to Kris's blog, where you can explore previous pieces and sample the tactical tips and insights you’ll receive when you sign up. #ConfidentGiving #UHNWDonors #PhilanthropyStrategy
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Elizabeth Zwaan Milne, Esq., LL.M. talks about what philanthropy means to her. Check out her video about why starting small in philanthropy is so important!
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Julia, Sarah, and I have partnered with Daylight to launch a Behavioral Philanthropy Certificate for philanthropic advisors! The course includes seminal behavioral science research, our team’s insights, and practical tools advisors can use to help donors close the intention-action gap. Learn more and register here: https://lnkd.in/e-S8MbJ9 #behavioralscience #philanthropy #advisors #behavioralphilanthropy
To effectively engage families in philanthropic conversations, advisors must learn to navigate the family dynamics and address the challenges of competing priorities and social influences. Daylight's Behavioral Philanthropy Certificate, developed in partnership with ideas42, helps advisors create tailored plans that align with family values. Register today and empower your clients to achieve their philanthropic goals: https://lnkd.in/eneeQAKk Julia Ritz Toffoli Jen Shafer Sarah Welch #philanthropyadvisor #philanthropicadvisor #wealthadvisor #philanthropicplanning #philanthropicadvising
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Time to test your nonprofit history knowledge! The first U.S. law recognizing nonprofits was established in 1913. This critical legislation allowed nonprofits to be officially recognized and exempt from certain taxes, marking a significant development in the sector. Did you guess it right? Let us know in the comments and stay tuned for more insights! #PureMomentumConsulting #NonProfitLeaders #NonProfitManagement #Sustainability #BuildingCapacity #NonProfitLeadership #Philanthropy
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A gentle reminder in philanthropy: let's retire the term "recipient" when describing our project partners. Here's why: Our philanthropic partners are far from passive; they inspire, compel, and teach us invaluable lessons. Their wisdom and expertise guide our projects and enrich our lives. With patience and ingenuity, they propel us forward, ensuring our initiatives flourish. Without them, our philanthropic endeavors would falter; they are the backbone of our impact. Let's honor their contributions by recognizing them as #partners in every sense of the word.
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To effectively engage families in philanthropic conversations, advisors must learn to navigate the family dynamics and address the challenges of competing priorities and social influences. Daylight's Behavioral Philanthropy Certificate, developed in partnership with ideas42, helps advisors create tailored plans that align with family values. Register today and empower your clients to achieve their philanthropic goals: https://lnkd.in/eneeQAKk Julia Ritz Toffoli Jen Shafer Sarah Welch #philanthropyadvisor #philanthropicadvisor #wealthadvisor #philanthropicplanning #philanthropicadvising
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Daylight's Behavioral Philanthropy Certificate, developed in partnership with experts from ideas42, helps philanthropic advisors create tailored plans that align with family values. By the end of the program, advisors will not only gain a solid grounding in #behavioralscience principles but also develop actionable strategies that can be implemented to enhance client relationships. Learn more: https://lnkd.in/eneeQAKk
To effectively engage families in philanthropic conversations, advisors must learn to navigate the family dynamics and address the challenges of competing priorities and social influences. Daylight's Behavioral Philanthropy Certificate, developed in partnership with ideas42, helps advisors create tailored plans that align with family values. Register today and empower your clients to achieve their philanthropic goals: https://lnkd.in/eneeQAKk Julia Ritz Toffoli Jen Shafer Sarah Welch #philanthropyadvisor #philanthropicadvisor #wealthadvisor #philanthropicplanning #philanthropicadvising
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The Bequest Report is a must read authored by JBWere’s very own John McLeod. Our clients value and appreciate John’s evidence based advice to help them build and refine their bequest strategies in preparation for this significant opportunity. #philanthropy #investmentmanagement #bequest
Our Bequest Report is in the spotlight again! John McLeod, our Senior Research Consultant, Family Advisory & Philanthropic Services, sat down with Business News recently to chat about the cultural hurdles Australians face when discussing estate planning. Read the Business News exclusive here (subscriber access only): https://lnkd.in/emuyNsSn Read our recent Bequest Report: https://lnkd.in/gDgxgcDj #philanthropy #charitablegiving #estateplanning
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