Steven Jolly’s Post

To mark the 9th and final episode of our Beyond Business Ownership webinar series for 2023, we’re ending our journey on the rewarding topic of philanthropy. Our expert speakers explain the importance of understanding your motivations for giving, how to start your philanthropic journey and the questions you should ask yourself along the way. Here are the key takeaways from the session, or you can watch the full episode here: https://grp.hsbc/6043n0mxP #WealthManagement #PrivateBanking #BusinessExit #Philanthropy

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

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

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

A 2018 U.S. Trust survey found that 80% of advisors reported making it a practice to ask their clients about philanthropy, yet only 45% of high-net-worth individuals are fully satisfied with philanthropic discussions with their advisors. Check out this article: https://lnkd.in/dy3FH9Xr #philanthropy #GivingCompass #DonorAdvice #ImpactfulGiving

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

It’s time to redefine trust in philanthropic relationships. Marieme Daff, executive director of Firelight Foundation, emphasises the importance of "letting go" in donor-grantee relationships and allowing communities to define and drive their own success. This shift from traditional philanthropy to community-driven systems change is crucial for sustainable impact. Discover how Firelight put this approach into practice and how it has succeeded in improving lives in the communities in which they work. > https://bit.ly/4eDB8IT #Philanthropy #CommunityEmpowerment #SustainableImpact

Curious about how philanthropy can strengthen our family ties? Family Offices play a pivotal role not just in growing wealth but in giving back. In a recent MasterClass with Michael Bongiovanni, President of Greentree Financial Group, Inc., we discussed how their Family Office is contributing to philanthropy—and let me tell you, the impact they are making is extraordinary. In this short clip from our MasterClass, you'll see how their philanthropic efforts are using their influence to create lasting change. 🌍✨ #FamilyOfficeList #Philanthropy #FamilyOfficeListMasterClass #FamilyOffices #FamilyOffice

Giving doesn't have to be one-size-fits-all. Our personalized search tool helps you find causes that align with your passions and values. Start your search today and make a meaningful difference. Discover your philanthropic match. Start your search now with our Guide to Good tool. Visit givingcompass.org now. #GivingCompass #MakeADifference #ImpactPhilanthropy #GiveBack #Philanthropy

Are you ready to take your philanthropic efforts to the next level? Dive into our latest article on "How to Align Philanthropy with Personal Values" by Timothy Smith, CFP®. Discover how you can leverage your personal convictions to make a profound impact through strategic giving. From identifying core beliefs to setting tangible goals and measuring outcomes, our guide offers the expert insights you need to optimize your charitable contributions. Join the journey of aligning your philanthropy with what matters most to you. This is more than giving – it’s about enhancing your financial and life strategies for lasting change. Read the full article now and start making a difference today! https://lnkd.in/e_N66Mgq #Philanthropy #StrategicGiving #PersonalValues #FinancialPlanning