Philanthropisms podcast’s Post

It’s incredibly refreshing to hear discussions about supporting grant-making charities and highlighting the immense value they provide. Here are my takeaways from the podcast: ✔ Nurturing Application Process. By supporting grant-making charities, foundations can extend their reach supporting a larger number of organisations and projects than might otherwise be possible. Even if organisations do not receive funding, make sure they benefit from the process, gaining insights and feedback to strengthen their future efforts. ✔ Visibility of Smaller Organisations. Supporting grant-making charities enables funders to discover and evaluate the work of smaller organisations that might otherwise go unnoticed. ✔ Insight from Grantees. Rather than asking fellow funders who to fund, why not ask grantees? They know their landscape and who is doing impactful work within their community. Again, reaching those hidden organisations that are doing amazing work on the ground. Vision Foundation is a great example of such a grant-making charity, diligently working to fund impactful projects and build capacity within the sight loss sector. Vision Foundation #socialchange #grantmaking #funders

It’s the end of the calendar year, and you’re starting to think about how to maximize the impact of your philanthropy. You know you can make a cash gift, but what are some other ways to give?   CJP’s Gift Planning Office offers a few helpful tips for making the most out of your year-end philanthropy.

Philanthropy is alive and well today, and we still see various reasons people feel propelled to give. Let’s look at some of the basics of philanthropy.✅ Philanthropy 101: The Basics of Giving https://lnkd.in/dVx2S9bj

🌟 Discover new dimensions of your alpha through the power of strategic giving. At the recent #AlphaCoreWealthSummit, we explored how thoughtful philanthropy doesn’t just align with your financial goals – it creates a life-changing impact. Jessica Muñoz, President and CEO of Voices for Children, Inc., shared a story about the simple yet profound power of showing up. By making a young girl feel “chosen” for the first time, a volunteer embodied the true spirit of giving: creating connection and hope. Maximize your impact with tailored charitable giving strategies designed to align with your financial goals and minimize your tax burden. Click here to watch the full discussion: https://lnkd.in/gGCDG-VV #StrategicGiving #Philanthropy #WealthSummit #MakeAnImpact

💡 Did you know? 🌱 According to Fidelity Charitable Summary (2021), firms that offer philanthropy advice experience 3x the median organic growth compared to those that don’t! 🌍 Highlighting the business benefits of integrating impactful giving into financial services, firms can foster deeper relationships, enhance client loyalty, and drive sustainable growth by supporting clients' philanthropic goals. #FinancialPlanning #Philanthropy #WealthManagement

🎉 The latest edition of Jani's Journal is here! With National Philanthropy Day (11/14) and Giving Tuesday (12/3) on the horizon, this issue dives into the transformative power of strategic giving. Discover how individuals, corporations, and nonprofits can drive lasting change and find practical tips for enhancing impact through thoughtful philanthropy. 🌱 Subscribe now to fuel your mission and maximize year-end giving! #Philanthropy #GivingTuesday #Nonprofit

As year-end giving accelerates, donor-advised funds (DAFs) are gaining momentum! Are you equipped to provide your clients with the best solutions? RCF and Ren are ready to help advisors lead in philanthropy. Learn why financial advisors can’t afford to overlook DAFs: https://bit.ly/3MJhZIM #DonorAdvisedFunds #DAFs #FinancialAdvisors #Philanthropy #WealthManagement

Strategic philanthropy in highly affluent families is a captivating blend of wealth, influence, and societal impact. This article from our Senior Wealth Advisor, Cory Gagnon, offers a unique insight into the evolving world of high-impact giving, revealing intricate challenges and transformative potential of modern philanthropy. In the article, Cory explores what ultra-wealthy families must consider to maximize the effectiveness and legacy of their charitable efforts. Covering aspects from aligning giving with core family values, embracing failure as a pathway to innovation, to harnessing the power of collaborative philanthropy, this piece speaks to the multifaceted nature of strategic giving. After delving into this article on elevating ultra-high-new-worth family philanthropy, what innovative approaches would you suggest for families looking to amplify their charitable impact? Full Article: https://lnkd.in/gMJs8vRa #FamilyWealth #FamilyPhilanthropy #IntegratedWealthManagement #Philanthropy

Philanthropy can be deeply personal, but what happens when your charitable vision clashes with your family's expectations? Navigating these complexities can be challenging, especially when you want to make a meaningful impact while honoring family values. If you’re ready to align your resources with your purpose and ensure your legacy reflects your philanthropic goals, let’s work together to build a philanthropic strategy that not only supports your vision but also preserves family harmony and sets a lasting example for future generations.

Happy National Philanthropy Day! Today, we honor the transformative power of giving—and the unique role financial services providers play in shaping philanthropic legacies. As wealth transfers to the next generation, philanthropy becomes a vital part of financial and estate planning. High-net-worth families are not just looking to protect their assets—they want to make a meaningful impact. For financial advisors, this is an opportunity to deepen client relationships by offering robust philanthropic planning solutions. Engaging clients in conversations about their values and charitable goals not only strengthens trust but also positions you as a trusted partner across generations. This National Philanthropy Day, let’s commit to empowering families to give with intention and purpose while securing their financial futures. Together, we can create lasting legacies that benefit both your clients and the world. #NationalPhilanthropyDay #FinancialAdvisors #WealthTransfer #PhilanthropicPlanning #ClientEngagement #GenerationalWealth #ImpactInvesting