Is your #DAF program as flexible as it could be? Whether managing assets or supporting clients’ philanthropic goals, asking the right questions is essential to finding a DAF provider that fits your strategy. Learn the three key questions to ask when comparing DAF programs - visit our DAF resource page for advisors to learn more: https://bit.ly/3MJhZIM #WealthManagement #FinancialPlanning #Philanthropy
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It’s difficult to make valuable progress in fundraising without a solid grasp of the foundational knowledge and skills. Our Essentials in Fundraising course gives you everything you need to fundraise with confidence and efficiency. 📍 21 & 28 Feb Join us 👉 https://lnkd.in/emyN7J_8 #ArtsFundraising #UKFundraising #Philanthropy
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Prepare the next generation to be responsible, philanthropic wealth stewards. Develop a long-term giving strategy that brings your values to life — we can help. #philanthropy #giving #nextgeneration Learn more > https://bit.ly/3XJKwoo
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Check out this clip from The Rainbow Bull with Rob Kaufold, highlighting the power of family-driven solutions! He talks about the incredible problem-solving prowess of families, emphasizing how important that skill is in philanthropy. For more information about how to make an impact with philanthropic giving, catch the full episode, here: https://bit.ly/49sGO5E #TheRainbowBull #Philanthropy #ProblemSolving #ImpactfulGiving
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Funders are critical actors in collective impact efforts, and their contributions stretch well beyond financial resources. Other valuable assets that philanthropists can leverage include their convening power, their ability to play the role of an influential champion, and lending their knowledge and expertise. Read about some key lessons for philanthropic funders here: https://lnkd.in/dZjJ8R7w #collectiveimpact #socialchange #socialimpact #philanthropy
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How can NFPs keep doing great work in the community if the income from their investments is inadequate? In this video our Head of Philanthropic Services, Susan Chenoweth PMESA shares her thoughts on how Elston can help. To learn more visit https://lnkd.in/gjxZhCaY #philanthropy #charitablegiving #financialadvice
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The Bequest Report is a must read authored by JBWere’s very own John McLeod. Our clients value and appreciate John’s evidence based advice to help them build and refine their bequest strategies in preparation for this significant opportunity. #philanthropy #investmentmanagement #bequest
Our Bequest Report is in the spotlight again! John McLeod, our Senior Research Consultant, Family Advisory & Philanthropic Services, sat down with Business News recently to chat about the cultural hurdles Australians face when discussing estate planning. Read the Business News exclusive here (subscriber access only): https://lnkd.in/emuyNsSn Read our recent Bequest Report: https://lnkd.in/gDgxgcDj #philanthropy #charitablegiving #estateplanning
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Founder and Principal of T.Volk & Company ✦ Senior Strategic Advisor ✦ Financial Services Consultant✦ Outsourced COO for Family Offices
Check out this clip from The Rainbow Bull with Rob Kaufold, highlighting the power of family-driven solutions! He talks about the incredible problem-solving prowess of families, emphasizing how important that skill is in philanthropy. For more information about how to make an impact with philanthropic giving, catch the full episode, here: https://bit.ly/49sGO5E #TheRainbowBull #Philanthropy #ProblemSolving #ImpactfulGiving
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Are you a donor? Grantmaker? Do you have 10 minutes? ⏱️ Help your colleagues at @21/64 and the National Network of Consultants to Grantmakers (NNCG) gain valuable insights on how you engage philanthropy consultants or advisors to advance your giving. 🔗 Click here to start the 2024 Philanthropy Benchmark Survey >> https://lnkd.in/e-Y9QPs9 #NNCG #NNCGisWE #philanthropy #consultants #BenchmarkSurvey #GetInvolved #SubmitYourResponses
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Our recent research uncovered some surprising facts about philanthropy. It turns out that many advisers’ assumptions about structured giving might need to be challenged. If you’d like to know more about how philanthropy can benefit your clients, reach out to Elston’s Head of Philanthropic Services Susan Chenoweth PMESA for a copy of the research report. #philanthropy #professionaladviser #structuredgiving
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Evaluating Meaningful Philanthropic Contributions: When assessing philanthropic endeavours, it's crucial to consider their true impact. Is your philanthropy driven by genuine altruism or self-promotion? The true worth of philanthropy lies not in personal gain or ego-boosting but in its potential to enact positive change in the lives of others. #philanthropy #authenticity
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