Kaleidoscope Park’s Post

Nonprofits: did you know real estate is the largest asset class in the United States, yet it only represents about 3% of charitable giving? The truth is that most nonprofits lack the infrastructure or expertise to accept these gifts, which deters their growth and impact. Check out a recent webinar where experts from SDF and Charitable Real Estate Foundation (CREF), a supporting organization of SDF, discuss the transformative potential of accepting real estate gifts for nonprofit organizations. Learn more: https://bit.ly/3XJcnF7 #Nonprofits #SanDiego #RealEstate

Core values and culture are greatly important within an organization. What are some of your organizations core values and how does one help implement them best on a day to day basis?

Such an incredible milestone... Over the past 8 years, I've spent most of my time on initiatives that reduce the cost of financial advice and services so more people can access them. This is a 💯 example of how software is making that a reality. It's also why we've built Estately specifically for financial advisors and their clients right on top of the most used estate planning software in the US. Get estate planning done for your clients here: www.getestately.com #financialplanning #wealthmanagement #fintech #personalfinance

Were you aware that around $72 trillion from baby boomers and their predecessors will go to heirs, while an estimated $12 trillion will be donated to nonprofits through charitable bequests? In a recent session, Laura MacDonald, provides a comprehensive overview of endowments, reserves, and the donors who fund them, diving deep into these impactful findings. Watch the webcast on-demand to learn more! https://hubs.la/Q02N50lq0 #Donation #GenerationalWealth #Nonprofit #Philanthropy

Individuals with wealth encounter distinct challenges when navigating the current multitude of philanthropic opportunities, particularly amidst constant advertisements and donation requests. This has led to a decline in donations and the creation of the ‘philanthropic knowledge gap’. We explore this further: bit.ly/45GLN1r #Wealth #PhilanthropicKnowledgeGap #Donations

Discover key insights from the 2024 FreeWill #DonorAdvisedFund Report! Dive into the trends that are shaping the future of #philanthropy, proudly supported by data from Renaissance Charitable Foundation. Explore the full report here: https://bit.ly/3Wf8tmE

Discover more about the intersection of #DonorAdvisedFunds and the latest technological innovations. In this on-demand webinar, we’ll look at the nuances of passion assets and real estate donations. Learn valuable tips on charitable strategies, how to manage these assets, and where to find expert advice. Watch now: https://bit.ly/3P15dan #DAFGivingSummit #philanthropy

Master the art of donating passion assets & real estate in our on-demand webinar. Discover strategies to enhance your clients' charitable #giving, connect with market experts & make the most of alternative assets in #philanthropy. See now: https://bit.ly/3P15dan #DAFGivingSummit

Join us for an upcoming virtual event: "Philanthropic Strategies for Successful Families" on November 14 hosted by Partners, John Peiffer and Casey S. Hale. You may be familiar with the statement “Charity begins at home,” but the complete proverb actually says “Charity begins at home, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. We will discuss: ➡ Private Foundations ➡ Donor Advised Funds ➡ Type 1 Supporting Organizations Register here: https://bit.ly/4dS78aP

As annual charitable giving declines 📉, planned giving thrives!  In 2023, donors contributed $42.7 billion in bequests, yet many nonprofits still focus on immediate fundraising, missing a critical opportunity for long-term sustainability. Planned gifts take years to cultivate but offer immediate rewards—donors often increase current giving after committing to a legacy gift. 🎁 Building a legacy program doesn’t require major donors; it starts with loyal supporters 💖. Invest in your future now while the largest transition of wealth is occurring. For more info: https://lnkd.in/gsKbdnjD Ready to start or grow your Legacy program? DM me! 📩 #PlannedGiving #LegacyGifts #NonprofitLeadership #Fundraising #KritConsulting