Last week, the annual Sasser Society Dinner was held at the Park Ridge Country Club. The event was hosted by Fred and Pam Sasser and welcomed new members Dirk and Tracy Ahlbeck, as well as Avenues CEO Stephen Kray and Elaina Kray. The Sasser Society includes individuals who have made future commitments to Avenues through their will, trust, or estate plan. The legacy began in the 1960s with Fred's parents Doris and Robert Sasser, whose philanthropy supported the independence and dignity at Avenues. Since its inception, the Sasser Society has more than 90 members and has raised nearly $4 million in planned giving. If you are interested in joining the Sasser Society, please contact Stacie Cragg at 847-292-0870, ext. 1121, or email cragg@avenuestoindependence.org. To view more pictures from the Sasser Society Dinner visit- https://lnkd.in/dhYU3QJn
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This is a really good read with lots of important points about securing the all-important pipeline of future chairs. We're proud to be part of that pipeline supporting and developing these vital volunteer leaders. The report highlights that more needs to be done. That's exactly what we intend to do (see our latest strategy to find out our plans - https://bit.ly/3UaazCu) #Chair #Board #Governance #Charity #Trustee #Leadership #NonProfit
"We know that the charity Chair role is rewarding, aspirational for some but equally demanding and we shouldn't lose sight of the voluntary nature of the role." Director of CCE, Alex Skailes, shares why the Future Charity Chair report is important and also very timely with this year marking 20 years of CCE! Download the report: https://ow.ly/O8XG50TJvRo Crowe RBC Brewin Dolphin Green Park Association of Chairs Worshipful Company of Management Consultants
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Is philanthropy the latest buzzword? 🐝 Catherine Rustomji discusses further with Sharon Davies and considers how philanthropy has evolved in our latest charities webinar. 💻 https://lnkd.in/eysnuUQr Anthropy UK | Ampa - Legal & Professional Services | Chris Bird | Joanna Bonnett | Sarah Walker-Smith | Ben Buckton | Sophie Mee | Daljit Flora | Emma Harris | #Philanthropy | #Charities | #Webinar | #Legal | #LawFirm
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To be part of a conference like this one and immediately see and hear participants talk about how they are going to use what they learned is a perfect example of what it means to be committed to Serving with a Purpose. #Inspirational
It’s such a pleasure to work with this team to plan and execute the Serving with a Purpose Conference at Ontario Convention Center. We welcome Friends, Trustees, Foundation, & Volunteers from 70+ libraries from all over the State to learn about fundraising and advocacy from experts like Paul Signorelli and Charity Tyler. It’s a wonderful and invigorating day for all of us. So pleased to work with Robin Hoklotubbe, Shawn Thrasher, Ashley Kagan, CHARLES HUGHES, Ady Huertas, Erin Christmas, CHARLES HUGHES, & Toni Cordero
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🤲 Giving Back with Estate Planning Incorporate charitable giving into your estate plan and leave a legacy of generosity. Learn how philanthropy can be part of your lasting imprint. 📞 01277 562 567 | ✉️ ian.nicholson@bwep.uk | 🌐 www.bwep.uk
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Looking to make an impact through charitable giving? Through corporate philanthropy, not only are you giving back to your community, you’re also giving back to your employees! Here’s how corporate philanthropy can impact your company! https://lnkd.in/dPsfGxaJ #ModernCapital #ModernCapitalExecutiveSolutions #ExecutiveBenefits
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Executive Director at The Association of Heads of University Administration (AHUA), professional body for university Registrars, COO’s and similar senior roles. York CVS trustee. Dual nationality Austrian and British.
Cracking project this exploring the future of the charity board Chair. I love the idea of ‘connecting the unconnected’ which is very consistent with a description I use of the chair being a convener and curator. Bringing together disparate opinions and ideas, people and partners, objectives and activities. I’m also interested in the observation about the relationship between a Chair and a CEO, a relationship long and rightly refered to as critical. I do wonder whether the next step for that relationship in future is that it institutionalises the relationship between CEO and Chair rather than just handling the relationship in issolation of or private from the charities wider people (board / employees / volunteers etc). The best chairs I worked with helped others to trust, value and understand how the Chair and CEO combined effectively on matters of organisational priority.
‘I have a choice to be passive or passionate’ The launch of our collaborative Future Charity Chair report was spirited and engaged. https://ow.ly/bEbF50SlwMM PwC UK Shelter Green Park United Response Worshipful Company of Management Consultants Association of Chairs Crowe UK Alex Skailes Daniel Chan MBE Helen Baker DL Kai Adams Lynne Berry CBE Malcolm McCaig Rosalind Oakley Dawn Mcnish Leila Baker Veronique Jochum Live Doodle
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Understanding the subtle differences between charity and philanthropy is essential for effective giving. This week's blog talks about the pros and cons of each. Learn more here: https://hubs.li/Q02wNC9Q0
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"d. The Pension Bond Offering In September 1994, Orange County issued taxable Pension Obligation Bonds (the "Pension Bonds") for the purpose of financing the County's unfunded, but accrued, pension liability. The Pension Bonds were issued in two series. The fixed-rate Series A bonds in the amount of $209.84 million were dated as of September 1, 1994, and issued on September 28, 1994, and matured or mature in varying amounts in the years 1995 through 2004. The variable-rate Series B bonds in the amount of $110.2 million were dated and issued on September 28, 1994, and mature in 2008 (the "Series B Pension Bonds"). "Under the terms of the Series B Pension Bonds, the investors had the right to tender their bonds to a remarketing agent for repurchase. If the remarketing agent could not remarket the tendered Series B Pension Bonds within seven days, the County Pools, pursuant to a Purchase Agreement, entitled Standby Withdrawal Agreement, agreed to purchase the tendered securities in an amount up to the County's unrestricted funds in the County Pools, which included funds in the County's discretionary budget. According to the Official Statement, that amount was approximately $491.4 million as of June 30, 1994. After Orange County announced the County Pools' losses in early December 1994, the holders of the Series B Pension Bonds tendered the bonds to the County Pools for repurchase. Orange County and the County Pools declared bankruptcy and refused to purchase any of the Series B Pension Bonds. "The Official Statement for the Pension Bonds contained material misstatements and omissions regarding: 1) the County Pools, including the County Pools' investment strategy and investment results, and manipulation of the County Pools' yield, which matters affected the issuer's ability to repay the municipal securities and the County Pools' ability to perform under the Purchase Agreement; and 2) Orange County's financial condition, including its economic reliance on the investment results of the County Pools as a source of funds to repay its obligations on the securities." 10:21 am CST Sept. 28, 2024 Co-President Charity Colleen "Lovejoy" Crouse
"[4]: These entities are the respondents in a separate proceeding. See In re the City of Anaheim, City of Irvine, Irvine Unified School District, North Orange County Community College District, and Orange County Board of Education, Securities Act Release No. 7590 (September 29, 1998)." Don;t screw it up tonight, please. 10:18 am CST Sept. 28, 2024 Co-President Charity Colleen "Lovejoy" Crouse
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Ask us how to help with your grantmaking needs.....
Over the past 10 years, we've helped our clients contribute over $1.2 billion to the community sector. During this time, we’ve gained valuable insights into grantmaking. And now, we’re opening up that knowledge to both philanthropists and charities, who can all access Perpetual’s grantmaking services. Whether you’re distributing $50,000 or $50million annually, our grantmaking expertise can help you make strategic decisions to create real impact for the communities you care about. Reach out to our fantastic team if you’d like to know more about our grantmaking consulting services. Emily Wellard-Baring Caitriona (Cat) Fay Lindsay Dawson Drew Bourgeois Stevie McGregor Alissa Bermingham Craig Connelly Anthony Hamawi Matthew Lansdell #Grantmaking #Philanthropy #NFP #IPAP
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“Overhead” costs are real costs.
What is "overhead"? DuPage Foundation's Vice President for Advancement, Michael T., gives five powerful reasons to invest in a charity's overhead: 1. Infrastructure and Operations 🧱 2. Innovation and Adaptation 💡 3. Capacity Building 🚀 4. Long-Term Sustainability🌱 5. Transparency and Accountability 📣 Read more at: https://lnkd.in/eSPfnCys #CommunityFoundation #CapacityBuilding #OverheadMatters #NonprofitExcellence #EffectiveGiving #DuPageCounty
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