Catholic Charities of the Archdiocese of New York’s Post

Unlocking the Secrets of Public Trust in Charities! 🌟 Check out our latest blog dissecting the vital components that build trust and confidence in charitable organizations. Let’s navigate the world of accountability together! 💼💡 Link here > https://buff.ly/3mZiEd0

Who is interested in representing NLG??? If this peaks your interest, put a ❤️ in the comment section !!!! #beyourownboss #lifeinsuranceagent

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 

As you soak up the sun this summer, now is also the ideal time to catch the wave of giving to your favorite charities with a donor-advised fund account. Learn more about this easy, tax-efficient strategy: https://lnkd.in/dvQufqYw #Philanthropy #FinancialPlanning

💡 Are you aware of the Donor Advised Fund or DAF model for philanthropy but not sure how it stacks up against the traditional charitable trust structure? Read this blog from our Head of Legal, Rachel Steeden, first published by STEP – Advising Families Across Generations. 🙌 👉 https://buff.ly/3SapCdz #DonorAdvisedFunds #Philanthropy

If you are an Estate Planning Attorney and want to learn more about helping your clients find solutions that align with their Catholic faith, join us for this free webinar!

Tomorrow is #NationalNonprofitDay, so we’re highlighting the announcement of our 2024 charitable partners: Feeding Northeast Florida, Community Kitchen and Hundred Nights! Read more about their important missions here: https://lnkd.in/e7iDHRjp #msainsurance #protectingmainstreet

Interesting report by Charities Aid Foundation (CAF) on the role wealth managers and financial advisers can play in better supporting their clients with their #philanthropy goals. The report also cites the benefits to advisers with respect to increasing client retention and the opportunity to develop stronger relationships with the next generation of family members. [Statistic: Only 8% of US investors who have advisers considered their parents' advisers in the selection process!] #wealthmanagement #leadership #financialadvice #charitablegiving

Our 2024 Family Business Survey results are in! From profitability being the leading answer for how family businesses define success to making charitable donations being a top response for philanthropic support initiatives, our survey reveals the similarities and differences of family owned businesses across generations. See the results here: https://brev.is/REtht. #CenterForFamilyOwnedBusinesses

Qualified Charitable Distributions (QCDs) are the redirection of a Required Minimum Distribution (RMD) from the taxpayer to a charitable organization. Here are the four main benefits of using QCDs from Bryn Mawr Capital Management’s Lisa Borrelli, CPA, M.T.