Jen Shafer’s Post

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

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

Don't miss this captivating Q&A with Paul Lussow, CEO of TIFIN Give, featured in Simple. In it, he delves into how philanthropy is evolving for family offices and how wealth professionals can maximize the potential of these shifts. Key takeaways: 1️⃣ Tailoring giving strategies to align with family values. 2️⃣ Embracing technology to enhance philanthropic impact. 3️⃣ A growing focus on measurable outcomes and transparency. https://hubs.li/Q030DfRX0 #philanthropy #familyoffice #wealthmanagement

Estate planning and philanthropic planning are connected. As an advisor, are you prepared to help your clients make that connection? Are you helping your clients simply check the box on having an estate plan, or are you guiding them toward greater generational and community impact? Before this #NationalEstatePlanningAwarenessWeek ends, consider becoming an Impact Philanthropy Advisor to bring competence, confidence, and cultural dexterity to your planning conversations. Learn more about #IPA: https://lnkd.in/gukNJb3S January 2025 registration now open. #impactphilanthropyadvisor #philanthropyadvisors #philanthropicplanning

Maximizing Your Philanthropic Impact 🌍✨ For high-net-worth individuals and families, philanthropy is not just about giving back but making a meaningful impact. We believe in strategic philanthropy where every dollar contributes to your legacy. Here are some tips: ➡️Identify Your Passion: Focus your giving on causes that resonate deeply with you and your family. ➡️Research and Collaborate: Partner with organizations that have a proven track record in your areas of interest. ➡️Measure Impact: Invest in causes where you can measure the impact of your contributions. #Philanthropy #StrategicGiving #ImpactInvesting #GrantCapital

Maximizing Your Philanthropic Impact 🌍✨ For high-net-worth individuals and families, philanthropy is not just about giving back but making a meaningful impact. We believe in strategic philanthropy where every dollar contributes to your legacy. Here are some tips: ➡️Identify Your Passion: Focus your giving on causes that resonate deeply with you and your family. ➡️Research and Collaborate: Partner with organizations that have a proven track record in your areas of interest. ➡️Measure Impact: Invest in causes where you can measure the impact of your contributions. #Philanthropy #StrategicGiving #ImpactInvesting #GrantCapital

Philanthropy: The Legacy of High Net Worth Individuals High net worth individuals know that wealth is not just about accumulating assets but creating meaningful impact. At Whitwell & Co., we guide you in philanthropic endeavors that resonate with your values, ensuring that your wealth benefits society. Let's craft a legacy of giving together. Reach out to us today to explore philanthropic opportunities that match your vision. #Philanthropy #WealthManagement #LegacyPlanning #ImpactInvesting #HighNetWorth #whitwelladvisors #whitwell

Maximizing Your Philanthropic Impact 🌍✨ For high-net-worth individuals and families, philanthropy is not just about giving back but making a meaningful impact. We believe in strategic philanthropy where every dollar contributes to your legacy. Here are some tips: ➡️Identify Your Passion: Focus your giving on causes that resonate deeply with you and your family. ➡️Research and Collaborate: Partner with organizations that have a proven track record in your areas of interest. ➡️Measure Impact: Invest in causes where you can measure the impact of your contributions. #Philanthropy #StrategicGiving #ImpactInvesting #GrantCapital

As Giving Tuesday approaches, Episode 89 of the Karma School of Business offers timely inspiration for those looking to make a difference. Join Sean Mooney and special guest Katie Marchetti, Vice President of Philanthropic Services at the Community Foundation of Middle Tennessee, as they explore the powerful impact of philanthropy in both businesses and personal lives. Learn more about ⭐ Key considerations in philanthropy for individuals and businesses. ⭐ How individuals and businesses in private equity can engage in corporate philanthropy. ⭐ Common challenges in philanthropy for a diverse audience. ⭐ Practical advice for impactful giving across the private equity sector. #philanthropy #givingtuesday #corporategiving

For the modern family office, philanthropy is a strategic part of doing good business. Our updated guide covers the first steps, including the mission, strategy, legacy planning, and the 4 ‘Ts’ of philanthropy – everything family offices need to start their journey. Furthermore, our Simple Experts Toby Usnik and Maggie Spicer weigh in with insights on the latest tools and current trends to make a philanthropic impact. Read more here: https://hubs.la/Q02x4qQ50 #FamilyOffices #WealthManagement #PrivateWealth #Philanthropy