Rize’s Post

In the August 2024 edition of the Vero Beach Magazine, Jeff Pickering discusses how many of us benefit from nonprofit organizations more than we might realize. Click the link to read the full article!

Luisa Lamb is a busy partner in a law firm, but she finds 30 minutes in each working week to read with a child on the Chapter One UK programme. "Personally, I think it's an absolute break from the stresses of working as a lawyer," she explains. Read more about her experience of volunteering with Chapter One UK and get in touch if you want to know more. #volunteering #employeevolunteering #corporatepartnerships #esg #csr #socialvalue #socialimpact #readingforpleasure #employeeengagement #responsiblebusiness

Thanks to Chase Marable, MBA, PWCA and Tabatha Morrow for the invitation to this quarter's Volunteer Leaders of the Ozarks meeting! Volunteer managers, development professionals, and nonprofit organizations as a whole are facing new challenges as they look to connect with younger audiences. This group of leaders took time to review Habitat Communication & Culture's "Shaping Tomorrow" report, commissioned by Community Foundation of the Ozarks. The study considered important questions like: ❔ Do younger residents define charitable giving differently than their parents? ❔ What unique motivations and preferences drive those under 40 to engage in charitable giving or volunteerism? ❔ How can nonprofit agencies build and maintain trust with younger audiences?

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

Looking forward to this webinar on estate planning! Check it out! 

It's the season of giving! How do you expand philanthropy in your everyday life? The Metropolis of Chicago Vision for Growth prioritizes "Expanding Philanthropy" through the church. Today, Fr. Nichalas shares his thoughts on why this is important. Learn more at chicago.goarch.org/vision Support the Vision for Growth at: chicago.goarch.org/donate

How can advisers get better at advising donors from diverse communities? 📢Beacon and ClearView's new report is a good place to start. I was lucky enough to be part of the panel discussion on this report today. 💡Not only does the report provide key insights into diverse donors and their drivers, it also poses key questions and challenges to advisers out there sitting within what is perceived as an elitist sector ⏸️ I've been lucky enough to advise quite a number of donors from diverse communities over the years but this report is a key reminder of the importance of placing the individual's values and drivers at the heart of any discussion and the need to take into account their unique lived experience in order to provide truly impactful advice. 📢 Whilst we are on the topic of diverse communities and inclusion, a challenge for The Beacon Collaborative and ClearView Research could we look into the motivations and drivers of disabled donors? It would be interesting to see how much lived experience shines through for those donors also.... Sonal Sachdev Patel Shalni Arora Kenny Imafidon Jim Cooke Cath Dovey

Check out this issue of Partners!

Thank you LaShawne Pryor, Ed.D for having us as at this year’s HBCU Philanthropy Symposium. It was great connecting with you, Meg Cline, Andrew Hibel and CJ I strongly believe that planned giving is prime opportunity for HBCUs - particularly life income gifts. Life income gifts, such as charitable gift annuities and charitable remainder trusts, offer benefits for both donors and institutions: Benefits for donors: 1. **Regular Income**: Donors receive regular payments for life or a specified term. 2. **Tax Deductions**: Donors may receive an immediate charitable income tax deduction for a portion of the gift. 3. **Capital Gains Tax Savings**: Donors can often avoid capital gains tax on appreciated assets used to fund the gift. 4. **Estate Planning**: Life income gifts can help donors reduce their taxable estate and potentially pass more to their heirs. 5. **Philanthropic Impact**: Donors can support charitable causes they care about during their lifetime. Benefits for institutions: 1. **Stable Funding**: Institutions receive a reliable stream of income from the gift over the designated period. 2. **Donor Relationships**: Life income gifts can deepen relationships with donors and their families over time. 3. **Diversification**: Institutions can diversify their revenue sources by incorporating life income gifts into their fundraising strategies. 4. **Legacy Giving**: Life income gifts can help institutions build a pipeline of future support from donors who include them in their estate plans. 5. **Financial Sustainability**: These gifts can contribute to the long-term financial sustainability of the institution. Overall, life income gifts can be a win-win for both donors and institutions, providing financial benefits, tax advantages, and the opportunity to make a lasting impact through philanthropy. #ImpactforLifeIncomeForForever

In 2018, Mortenson Family Foundation established its mission to build partnerships to strengthen community-driven approaches that advance equity, opportunity, and sustainable systems. To live up to our mission, we knew we needed to center equity and community voices, and work to dismantle the harms that are often perpetuated by the philanthropic and #nonprofit sectors. We are learning that even within our organization there are different ways to achieve our goal of centering community. We see this as an approach, not a model. Here are three lessons we have learned: 1. Lead with your commitments. Leading with our racial #equity commitments and using them to frame the conversations, both internally and externally, has been a way for us to live into and model our accountability to the commitments. 2. Have goals and be open to emergence. We initiated a #community engagement process to gather input on our guidelines and meet community members who might eventually serve on our grantmaking committees. It was useful to have the clear goal of inviting individuals to serve on our grantmaking committees, but it was also important to be open to expanding, modifying, or even discarding our goals as we learn and move forward. 3. Choose a common project. Our community engagement processes helped us expand our knowledge on how to better align our program focus, language, and guidelines with our racial equity commitments. This opportunity to work together on our program guidelines as a shared project was central to building relationships, creating connections and trust, and creating ownership of a co-created body of work. To learn more about our approach, please read about our journey: https://lnkd.in/e2sxJTzc