We're proud to share that Marketing Research Education Foundation MREF has awarded CMB with the 2024 Philanthropic Company of the Year award! The Philanthropic Company of the Year award recognizes a marketing research company that leads by example in terms of time and financial efforts given to their community. Our team is honored to receive this recognition, and look forward to continue making an impact on the communities we live and work. Read more: https://lnkd.in/eisCGWi6
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Whether you are just beginning your philanthropic journey or have been actively involved for years, remember that your contributions—whether financial, time, or influence—have the power to transform lives and communities. To learn more about the power of philanthropy, check out our latest blog: https://hubs.li/Q02bHc4d0
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WAY TO GO Philip Cubeta. When he stepped down from the American College, I was interested in learning what’s next for a professor and philanthropic philosopher I admire deeply. Well, no grass grows under a rolling stone!! Really honored to be a partner, supporter and mentee of Phil and to benefit from his wisdom and perspective, but mostly his friendship. See below to learn more:
Founder at Philanthropy Offerings | To Bring Transformational Legacies Home to Your Community
I am pleased to contribute to The American College of Financial Services Knowledge Hub+, a just-in-time learning and CE platform, as a philanthropic planning subject matter expert. Members of The College's Professional Recertification Program (PRP) and subscribers can now access our session, "Where Philanthropy Fits in Legacy Planning for Families of Significant Wealth," with more to come! #legacy The American College of Financial Services
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Supporting philanthropy, impact investing and social enterprise, especially in wealth management and client services, climatetech and travel and tourism.
Calling all financial and philanthropic advisors: what are you seeing in this moment, as families and philanthropy echo the times? Just today I heard of growing interest in spending policies and spend-down rates. Join Dien Yuen 袁詩鈿 Crystal Thompkins,CAP®,CSPG (she/her) and Tony Macklin, CAP® Aug. 20 or 28 for Daylight's vantage. I'll be exploring these 8 Trends for the first time, too, and know the Impact Philanthropy Advisor certificate, designed just this year with decades of combined experience, is the best foundation for practice today and tomorrow (https://lnkd.in/ddDiW9P7).
Webinar: Adapting to 8 Trends in Philanthropic Advising Are you ready to guide clients and donors through this transformative era for wealth and philanthropy? Join us to learn how to adapt to eight trends in philanthropic advising. The insights are drawn from conversations with hundreds of professionals, including wealth advisors, fundraisers, family office staff, and donor-advised fund leaders. Aug 20, 9:30 am PT/ 12:30 pm ET https://lnkd.in/gaG82_w8 Aug 28, noon PT/ 3 pm ET https://lnkd.in/gU_gYhWn https://lnkd.in/gjzYhkvv #philanthropicadvising #philanthropicplanning #financialadvisors #philanthropyadvisors #CPA #estateplanning #giftplanning Tony Macklin, CAP® Crystal Thompkins,CAP®,CSPG (she/her) Dien Yuen 袁詩鈿 Richard Peck Megan Lemieux Bell Mike Rea
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Holidays and year-end gatherings are ideal times to discuss your family's strategic philanthropic plan and the philanthropy you're involved in. Doing so can help you find joy in giving back to your community and renew shared values across generations. https://lnkd.in/gvBNXNvu
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Registration link https://lnkd.in/eeSmPPS5 See you in 15 minutes 🫱🏻🫲🏻 Ben Miller Visionary Philanthropic Consulting, LLC Association of Fundraising Professionals (AFP Global) #complimentarywebinar #dataanalytics #interpretdata #expertinsights
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Empower your employees to lead your company’s philanthropic efforts! Fidelity Philanthropic Consulting shares 5 essential steps to make your employee giving committees more effective. From skill development to stronger community connections, see how these committees can enhance your corporate giving strategy. Read more: https://accp.me/3Bz7tkW
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A defined philanthropic legacy creates lasting impact for your clients and the causes they support. Join my colleagues Ethan Burke and Janos Major, CEPA®, CAP® for a 30-minute webinar on July 17 at 1 p.m. ET as they discuss the strategies and tools available to help your clients define their philanthropic legacy. Register here: https://lnkd.in/g-ewmXf7 #legacyplanning #wealthplanning #taxplanning #estateplanning #donoradvisedfunds
Enhance your expertise in philanthropic legacy planning! Join National Philanthropic Trust Regional Directors Janos Major, CEPA®, CAP® and Ethan Burke for an insightful webinar on Wednesday, July 17th. Discover the importance of legacy planning for your clients, how to help them define and execute philanthropic plans and the role of DAFs in legacy building. Register now: https://bit.ly/3xwnoPo #ForAdvisors #Advisors #Philanthropy
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Diversity isn't just a goal—it's a strategic advantage. Discover how we can close the representation gap in fundraising and enrich our sector with diverse perspectives, especially by recruiting more Men of Color. Read more in this week's blog from Bridge Philanthropic Consulting! Bridge Philanthropic Consulting, LLC. Read here: https://ow.ly/VNuX50Teuqs #GIBlog
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Business Development & Corporate Partnerships Executive | Responsible Business Professional | Community Engagement | Non-Profit Executive | Project Management | Small Business and Entrepreneurship Advocate
Short and succinct article from Bank of America about building the philanthropic vision. If you pass the infomercial, it provides great tips to achieve your philanthropic vision. #strategicphilanthropymatters
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If you are a philanthropic consultant or donor advisor, please take a few minutes to complete this benchmark survey! 2024 Philanthropy Benchmark Survey - Insights on the role of Consultants & Advisors in Advancing Giving
2024 Philanthropy Benchmark Survey - Insights on the role of Consultants & Advisors in Advancing Giving
