Better Business Bureau of Northwest Florida’s Post

Financial Advisors, are you aware that discussing charitable matters can deepen the relationship between you and your clients. Discover from Dan Kyte how a GiveWise Giving Fund can offer substantial benefits for your clients, charities, and your business alike.

In their words, “From Disconnected to Determined”; a great way to describe what it feels like to learn more about your team’s strengths and weaknesses, and how to implement the desired positive changes. This is a touching story about a team that faces sad circumstances all the time. If The Five Behaviors® can create team success for them, imagine the possibilities in the average team based workplace. X5 Management is proud to be an Award-winning Authorized Partner of The Five Behaviors®. Mike Mack, MBA Brent Collingwood, M.Ed., CEC, CFL Priscilla Bahrey Jessica Derksen #thefivebehaviors #teamdevelopment #cohesive #trainingsolutions #traininganddevelopment #cultureshift

An important update on charity campaigning from the CharityCommission. To find out about other guidance and legislation governing charity campaigning during General Elections then just sign up for my webinar next week!  https://lnkd.in/dr6Nwvyx #GeneralElection #CharityCampaigning 

The #CanadaRevenueAgency has released its final administrative guidance on qualifying disbursements. Here are some key points of interest for charities to know and stay tuned for more detailed analysis in the new year: https://ow.ly/9sPf50QlcPb Authored by: Stephen Hsia #MTInsights #MTSocialImpact

It's π Day today! To celebrate I'm speaking at Mercia Group's Online Charities Conference at 1.40pm. I'll be sharing my thoughts on what trustees of charities want from their accountants. RSM UK’s Top Ten Tips session will explore the key areas where trustees often require support and guidance, along with some ways that you can put this into practice. The session will provide ideas to enable you to ensure that the boards of your charity clients are equipped with the information they need to enable them to make good decisions and ultimately achieve their charity’s objectives. More details below... #charities #top10tips #trustees

An important annual reminder of the contributions, size and diversity of this sector to our Australian communities and economy… $200Bn in Revenues and over 10.5% of the employed workforce… “profit for purpose” matters…worth the read of the executive summary attached…

As we enter the year 2024, it is important to take a moment to reflect on the exceptional year we had in 2023. From the perspective of our company, colleagues, clients, friends, and the charities we support, 2023 was truly remarkable. Here's a snapshot of our 2023 in numbers. #YearInReview #Success2023

Understandably a lot of focus on the general election at the moment, but some other useful updates including one about having your say to steer changes for the Governance Code. Any questions or if you want to sign up to our mailing list, let me know!

What’s up with banks and charities? You can read our new blog post by the Commission's Policy and Research Manager, Ann Breslin, here: https://lnkd.in/eaHMvnrv

Only a few places left on our email marketing workshop on 21 May. It's a really valuable course if you're looking for ways to boost your email marketing results, regardless of the platform you use.