Reliance, Inc.’s Post

Would a charitable gift in my will significantly reduce the inheritance of my children? As a continuation to our ongoing Legacy Insights series, we chat with Senior Wealth Advisor Tina Tehranchian, who explains how to leave a bequest with minimal impact to the inheritance of future generations. Follow the link below to read the second edition of this insightful series. #PlannedGiving #LegacyGiving #HeritageCircle #NYGH https://lnkd.in/gJ9jnz5f

Aggregate household wealth of middle-income Americans has decreased by 47% in the last 50 years (according to Pew Charitable Trust). This has a direct and significant impact on nonprofit fundraising efforts. It means that many of the "tried and true" annual supporters to your organization simply don't have the same level of capacity to give that they had when you first began partnering with them. It's also a key reason why the majority of all revenue growth in charitable giving (we've validated this in our annual donor studies at DickersonBakker) is coming from the top 2-5% of donors today. If you don't have a strategy to engage, retain, and build long-term partnerships and relationships with major donors, your organization will continue to struggle financially over the next decade.

Continuing the exciting momentum we're seeing in the philanthropic world, this fascinating article from Wealth Briefing highlights that 77% of US family offices support charities by giving them access to their aircraft, and that 44% of them say they support the Corporate Angel Network, which is a US-based 501 non-profit organization working with cancer patients to get best treatment by the use of free travel on corporate aircraft. Separately, 16% of family offices surveyed say their budgets for philanthropic causes have increased significantly over the past three years, and 47% said they have increased slightly. #philanthropy #familyoffice https://lnkd.in/eNUygbaG

The power of corporate-charity partnerships to transform lives. And ensure some happy babies along the way... 🚼 🍼 👶 Learn more about In Kind Direct's mission to enable large scale donations of life's essentials while reducing waste in our newly published 2023 Impact Report: https://lnkd.in/gby2ZjJG

Change has always been about making sure we stand up in the industry.

If you could create a legacy fund to support three of your favourite causes… Which ones would you choose? 🤔 For our team, it's...the Canadian Association of Gift Planners Foundation, the Ottawa Humane Society, Ottawa Regional Cancer Foundation, and Elevate International. When we work with clients on their estate and legacy plan, one of our goals is to help them support causes that are aligned with their values, while still taking care of their families. 🌟Our overarching goal is to redirect at least $5 million a year of our client’s money from CRA (taxes) to their favorite charities! #athenawealthandlegacysolutions #canada #legacybuilding #charitablegiving #financialplanner

#TodayInFocus Find out how we help donors be more impactful and efficient in their charitable giving through an FFTC Donor Advised Fund. Whether yours is to address an immediate need, create a permanent legacy or pass the tradition of philanthropy on to the next generation, FFTC Donor Advised Funds offer everything you need to centralize giving, ease the burden of administration and maximize the impact of every contribution. Watch this short video to learn more about how FFTC Donor Advised Funds can serve as a central home for your charitable giving: https://ow.ly/VKNk50RjmOZ

DAF Day is 10/10 – a perfect score to make an impact! On October 10th, join us in celebrating DAF Day by making a difference with your Donor-Advised Fund. If you already have a DAF, it’s a simple and effective way to support Easterseals and help provide essential services to individuals with disabilities and their families. Not sure how? Setting up a DAF is easier than you think, and it’s a smart way to manage your charitable giving. Mark your calendars for 10/10 and consider using your DAF to create lasting change! Use our free donor advised fund tool: https://lnkd.in/g3RXm9_Z

One book you must have.

Let's talk about why you might be struggling to ask for donations with confidence and urgency. It's a common issue that many fundraisers face, and it often comes down to a lack of connection to the cause. Take a moment to think about the impact your organization is making in the world. Whether it's fighting cancer, providing clean water, or rescuing animals, there's a powerful reason behind your fundraising efforts. It's urgent and important, but sometimes we lose sight of that urgency in the day-to-day grind of fundraising. To rekindle that sense of urgency, try immersing yourself in the cause. Visualize the people and animals you're helping, feel their struggles, and let your heart break for them. When you ask for donations from this place of deep empathy and connection, your words will carry more weight and conviction. Give it a try and see how it transforms your approach to fundraising. #fundraising #donations #nonprofit #charity #causes #impact #fundraiser #makeadifference