The #PattersonFoundation and Patterson Dental have been supporting America's Toothfairy: National Children's Oral Health Foundation for the last 20-years; both as a customer and a philanthropic partner. Our Region President Paul Guggenheim serves as the Vice Chair of their Board of Directors, and this year, Cody Borwig and Michael Farina from our Charlotte, North Carolina branch, helped present a $25,000 grant from Patterson Foundation to support their Smile Guardian Food Bank program.
Patterson Companies, Inc.’s Post
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We're grateful for the leadership of our board and the charitable mission we get to advance every day. Learn more about The DeBruce Foundation's founding, history, and impact from 2018-2022 by reading our Mission Report: https://lnkd.in/gh75NUTF #ExpandingPathways #EmploymentEmpowerment
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Parents, I am a product of this phrase, "what you do today, is what your children will one day display" My parents gave, and taught me the joy of giving. ❤️ Have you thought about your families giving plan for the end of year? ❤️ Do you bring your kids into the conversation of giving? ❤️ What if you did that during Thanksgiving? At ESP, Inc. we promise to use your investment to create transformative experiences for people of all abilities. Will you consider us a part of your conversation this season? https://lnkd.in/g-VYjP5Z
Partner at The Avenue Wealth Management Group and Sr Financial Advisor with Raymond James Financial Services, Inc.
As we head into the (statistically) most charitable time of the year, Nicole Hisler, director of charitable solutions at Raymond James Trust, discusses philanthropic trends and important reminders for year-round generosity.
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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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Your high net worth clients expect to discuss their philanthropy with you; and being prepared for those conversations can lead to better client relationships and more referrals. Read more for tips about how to start the charitable conversation. #ForAdvisors #DAFs #DonorAdvisedFunds #Philanthropy
How to Talk with Clients about Donor-Advised Funds
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Good article with insight for advisors and how initiating the philanthropic conversation can help you meet client expectations and needs. #philanthropy #wealthadvisor #financialplanner
Your high net worth clients expect to discuss their philanthropy with you; and being prepared for those conversations can lead to better client relationships and more referrals. Read more for tips about how to start the charitable conversation. #ForAdvisors #DAFs #DonorAdvisedFunds #Philanthropy
How to Talk with Clients about Donor-Advised Funds
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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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As we approach the giving season of 2023, it's a good time to reflect on the state of charitable giving among affluent households. A Bank of America Study offers a comprehensive look at the trends and influences that shape charitable contributions in our society. http://ow.ly/bBjh1050AjE
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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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Hey folks please check out Estate Planning Awareness Week: What Your Organization Should Know About Charitable Bequests and Communities of Color. It's being presented by Terrence Quinn, Pedro J. Rivera, Esquire and Dien Yuen 袁詩鈿 and I heard its going to be 🔥🔥 🔥 https://lnkd.in/gqvSyym8
Estate Planning Awareness Week: What Your Organization Should Know About Charitable Bequests and Communities of Color
charitablegiftplanners.org
