Leadership West’s Post

Interesting reading 📖 "The cost of giving" With the rise in costs of living, Citywealth speaks to philanthropy experts to understand the challenges and current trends in philanthropic giving. Read what our CEO, John Pepin, and other experts have to say: https://ow.ly/xf0e50R0QeX #PhilanthropicGiving #Philanthropy #CostOfGiving

Upcoming Webinar, April 4 at 1 p.m. – Why should advisors engage in discussions about philanthropy and legacy with clients? Join experts Jenna Mulhall-Brereton (National Philanthropic Trust) and Miki Akimoto (National Center for Family Philanthropy (NCFP)) with host Alison Morse for an informative discussion on the importance of planning for a philanthropic legacy and ways you can guide your clients in establishing one. Register today: https://lnkd.in/eeMAJFTB #Philanthropy #Legacy #LegacyPlanning

Join us for a webinar next week about the importance of planning for a philanthropic legacy and ways you can guide your clients in establishing one.

Join my colleagues for a 30-minute webinar on July 17 at 1 p.m. ET as they discuss the importance of legacy planning, your role in the process, how DAFs can be a great vehicle for legacy building and the options for succession plans offered by National Philanthropic Trust. Register here: https://lnkd.in/g-ewmXf7 #legacyplanning #wealthplanning #taxplanning #estateplanning #donoradvisedfunds

Learning from those who have mastered the art of knowing what it means to invest in what could later bring a much larger abundance in your business #BusinessImvestment #StartegicGrowth #ProfessionalDevelopment #Philantrophy #Sponsorship #taketherisk #LearnFromTheBest

Solid advice from Joe Tsai - Chairman of the Alibaba Group on Philanthropy- it has to be approached like a business to ensure we execute in a sustainable way. It’s great to see leaders like Joe Tsai giving back. A lesson in leadership for all of us. It’s not always about money, give time , knowledge, mentorship and experience. #givingback #makingadifference #leadership #alibaba

During my career as a financial planner, I often began conversations asking clients to consider what would happen to those they loved after they were gone. It is an important question to consider. Equally important is understanding the role philanthropy can play in answering this question. Please join my knowledgeable colleagues Janos and Ethan as they dive into the strategies you can use to help clients identify their philanthropic legacy.

📢 Attention Financial Professionals: Important conversation happening today. Even if you can't make it, register and we'll make sure you receive a link to the recording. #financialadvisors #philanthropy #DAF

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

We often discuss immediate philanthropic goals with our clients, but what about their vision for their philanthropic legacy? It’s an important conversation that can help you engage with the next generation. Join my colleagues for a webinar on April 4th @ 1pm to learn more.