Seth J. Katzen’s Post

🎉 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

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

For the modern family office, philanthropy is a strategic part of doing good business. Our updated guide covers the first steps, including the mission, strategy, legacy planning, and the 4 ‘Ts’ of philanthropy – everything family offices need to start their journey. Furthermore, our Simple Experts Toby Usnik and Maggie Spicer weigh in with insights on the latest tools and current trends to make a philanthropic impact. Read more here: https://hubs.la/Q02x4qQ50 #FamilyOffices #WealthManagement #PrivateWealth #Philanthropy

The Barr Foundation's transformation is unlike anything seen in philanthropy, with Jim Canales turning a relatively small, anonymous grant maker into a "long term institutional force for good," said Phil Buchanan, president of the Center for Effective Philanthropy. "They've ceded control and they are not in the majority. That takes a lot of humility and guts." https://lnkd.in/eQ35VV6f

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.

One of my favorite things about my work is being able to collaborate with a wide variety of foundations, causes, and philanthropy leaders like Mamie Kanfer Stewart. Whether you are a family foundation, community foundation, or corporate giving program, we all need guidance at some point in our philanthropic journey. Hit follow for practical and actionable philanthropy tips. #TestimonialTuesday #PhilanthropyConsultant #TrustedAdvisor

Employee Ownership is one of the best ways to create economic equity is minority communities, join this conversation hosted by Alison Lingane from Ownership Capital Lab

Is your family office equipped to navigate the complexities of modern UHNW philanthropy? Kris Putnam-Walkerly's insightful article, "Guiding Generosity: Overcoming Family Office Challenges In UHNW Philanthropy," offers a comprehensive look at family offices' unique hurdles in strategic charitable giving. This article explores challenges ranging from expertise gaps to generational engagement at the heart of modern philanthropic effectiveness. These issues resonate deeply with many of our clients and the evolving role of family offices in strategic giving. After you’ve read the article and the author’s thoughts on modern philanthropy, how prepared is your family office for these philanthropic challenges? Drop your thoughts, insights and experiences in the comments below. https://lnkd.in/gUFT9kmn #FamilyWealth #FamilyPhilanthropy #Philanthropy #FamilyEnterprise

Is your family office navigating the evolving landscape of UHNW philanthropy? I was intrigued by the challenges it highlights—not just because they're common but because they signal a fundamental shift in our field. The expertise gaps it mentions are a call to action to expand our skillsets beyond financial management. The focus on generational engagement is pushing us to rethink how we define and cultivate family legacies. What fascinates me most is how these issues reflect the changing expectations of the families we serve. They're no longer content with preserving wealth but seeking to create meaningful, lasting impact. This shift challenges us to evolve from mere advisors to true partners in shaping societal change. How are these trends playing out in your family office? Are you seeing similar shifts in client expectations? Let's discuss this in the comments below.

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