"Legacy Week: Securing Jersey's Future Through your Lasting Gift". 📰 In today’s JEP, our CEO, Anna Terry, shares insights on the power and significance of legacy giving. Discover what legacy giving is all about and how Jersey Community Foundation can support you in creating your own meaningful charitable legacy. Jersey Evening Post
Jersey Community Foundation’s Post
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💡 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
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There were so many important conversations happening during the 2023 CAHC, including the discussion of parents leading in housing policy. Check out this and all other recordings from the Conference here: https://bit.ly/3TGPRuJ
Check out this amazing group of parents leading the charge in housing policy! 🏠 They teamed up to shape a housing policy discussion with help from Melville Charitable Trust and the National Parent Leadership Institute. With moderators Melvette Hill and Carolyn Lee-Davis, they're sharing their stories, why they joined the cause, and the lessons they're picking up. Join the conversation on empowering families facing housing challenges! Watch the full video on our YouTube channel: https://bit.ly/3TGPRuJ #CAHC2023 #CAHCSpotlight #HousingForAll
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Participation in the online course to learn the rules, obligations and statutes to qualify for an stayexception Obtaining and maintaining 501(c)(3) tax-exempt status is crucial to the success of charitable organizations. This online training provides you with the tools and knowledge necessary to keep your organization's exempt status intact.
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>> 2023 Supporting The Snappy Trust << In our latest blog, we take a look back over 2023 and how our team has supported The Snappy Trust with various events and charitable initiatives. Read the full story ⬇️😊 https://lnkd.in/e5GWcyug
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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!
Join Knights of Columbus Charitable Fund for this free webinar for Estate Planning Attorneys! Help your clients align their estate planning goals with their Catholic values. Join us for this webinar and ensure that your clients’ charitable work continues for future generations. Register today! https://bit.ly/4bq9qxf
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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
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Our "Savvy Strategies for Year End Charitable Giving" webinar was informative and engaging — RMDs, DAFs, tax considerations and more! Watch the recording on our YouTube channel, here: https://lnkd.in/gbVbS_cN #donoradvisedfunds #philanthropy #lifeandlegacy
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President Lockton Companies | Investor | Connector | Board Member | Philanthropist | Podcast Host |
What a wonderful event a few weeks ago for my clients and strategic partners. Great summary video below. #banking #investmentbanking #etf #texas #oilandgas #construction #lending Lockton FORA | Family Office Risk Advisors The Climb Podcast
Our President & CEO Rob Holmes joined Lockton's MICHAEL MOORE for a fireside chat at their annual fundraising event. This year, Lockton supported a Wish with Wings, a nonprofit that grants wishes for Texas children with life-threatening conditions. We are proud to partner with Lockton, hear more below.
