Discover how American #giving has evolved. Despite challenges like the Great Recession and recent inflation impacts, many continue to support cherished causes. View the top charitable statistics for 2022 and see the trends that shape #philanthropy today: https://bit.ly/49vGgLD
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Strategic Advisor to Philanthropists & Foundation CEOs | I help ultra-high-net-worth donors and foundation leaders increase the clarity, impact, and joy of their giving.
Food insecurity or mental health? Climate change or income inequality? 🤔 When choosing which causes to support, UHNW families can quickly become overwhelmed. There are so many potential issues to tackle and problems to solve. Narrowing down and identifying a cause and/or nonprofit to support is one of the many hurdles family offices face when navigating charitable giving for ultra-high-net-worth families. To read more about this struggle and the 7 others I identify, head to my recent Forbes article: https://ow.ly/wEOi50RvH6N #WealthManagement #WealthAdvisor #FamilyOffice #Philanthropy #CharitableGiving
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DID YOU KNOW? 92% of DAF’s have a succession plan in place that controls the funds once the original donors are no longer living? As time passes, values change, often in response to rising issues across the globe. The resources we are developing to help guide our clients in maximizing their Donor Advised Fund (DAF) are coming in response to a large number of people who have the resources to help make a change, but don’t know exactly how to do it. Many of these folks are the younger generations of donor’s families who may have received those funds in one such succession plan. If that sounds like you, Untraditional Philanthropy is here to help! Follow our page and sign up for our newsletter here (https://lnkd.in/evyYvY8c) to get caught up to speed on all things DAF. The “untraditional” thing about our newsletter is that we won’t be bombarding your inbox – we only email you once a quarter. And if you or someone you know is looking for guidance in your giving, just send us an email or give us a call! Let’s make a measured and effective step toward change together. #donor #advised #fund #DAF #expert #giving #gift #generationalwealth #successionplanning #philanthropy #philanthropymatters #untraditionalphilanthropy #untraditional #philanthropy
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Track Your Giving Effortlessly! Avoid last-minute tax receipt stress with Donors Fund. Our platform organizes all your giving into a seamless receipt. Simplify your giving experience today! #GivingMadeEasy #DonorsFund #TaxSeason #philanthropy #donors
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Ever heard of "sunsetting" foundations? Here's a recent case to help you understand: The William E. Simon Foundation is set to close its doors after almost six decades of philanthropy, having donated nearly $300 million to causes like faith, family and education. The practice of sunsetting foundations, with planned closures within a generation, is becoming more common. Advocates believe they can address challenges and promote positive change more effectively with a set end date. On the other hand, foundations that exist in perpetuity argue they can respond to changing needs and leave lasting legacies. What are your thoughts on spending philanthropic funds within a limited time? Share your views! 💬 #Philanthropy #SunsettingFoundations
Essay | Philanthropists Discover the Value of ‘Sunsetting'
wsj.com
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Principal Private Wealth Adviser / assisting my clients with insurance, superannuation and wealth management. 25 years experience.
A person's genuine wealth lies in the positive impact they create in the world. This can be through acts of kindness, charitable contributions, or simply making a difference in someone's life. It's not just about material possessions but also about the legacy of goodness left behind. Research shows that individuals who engage in philanthropic activities tend to lead more fulfilling lives. By spreading kindness and compassion, we can truly measure our wealth in the positive change we bring to the world. #energyfinancial #Philanthropy #KindnessMatters
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When we observe someone living a generous life, we don't usually notice the checks they write or the tax breaks they receive. We notice how they spend their time, the work they do for the common good, and the character behind their acts of generosity. When we live generously, it goes beyond making charitable donations. It involves a willingness to give of your time, energy, and God-given gifts. Here are three questions to ask if you desire to expand your generosity: 1. Who/how can I serve today? 2. What can I give besides money? 3. How does living generously impact my legacy? A generous lifestyle is an invitation to be a good steward of what God entrusted to you: your time, talents, and treasure. By embracing the generous life, you will leave a lasting impact on your community, family, and eternity. #charitablegiving #philanthropy #serving
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Dive into the remarkable story of John Koskinen, former IRS Commissioner, as he strategically utilizes a charity lead annuity trust (CLAT) to support his alma mater and facilitate tax-efficient wealth transfer to his heirs. Explore the transformative potential of CLAT in philanthropy and generational wealth planning. https://hubs.ly/Q02d-7-10 #Philanthropy #WealthTransfer #TaxEfficiency
How a former IRS boss optimizes his charitable trust to support his alma mater–and give assets to his children tax-free
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Dive into the remarkable story of John Koskinen, former IRS Commissioner, as he strategically utilizes a charity lead annuity trust (CLAT) to support his alma mater and facilitate tax-efficient wealth transfer to his heirs. Explore the transformative potential of CLAT in philanthropy and generational wealth planning. https://hubs.ly/Q02d-qdZ0 #Philanthropy #WealthTransfer #TaxEfficiency
How a former IRS boss optimizes his charitable trust to support his alma mater–and give assets to his children tax-free
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Did you know that charitable gift annuities are rising in popularity among philanthropists? Read our planning resources article at https://bit.ly/45HY6cJ to find out more! #financialplanning #philanthropy
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Foundations are the lifeblood for countless good causes. We understand how to protect their special exposures. #NonprofitInsurance #NonprofitLife #Philanthropy #GivingBack https://bit.ly/3sGZ7Du
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