TAWANI Enterprises, Inc.’s Post

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During my career as a financial planner, I often began conversations asking clients to consider what would happen to those they loved after they were gone. It is an important question to consider. Equally important is understanding the role philanthropy can play in answering this question. Please join my knowledgeable colleagues Janos and Ethan as they dive into the strategies you can use to help clients identify their philanthropic legacy.

A defined philanthropic legacy creates lasting impact for your clients and the causes they support. Join my colleagues Ethan Burke and Janos Major, CEPA®, CAP® for a 30-minute webinar on July 17 at 1 p.m. ET as they discuss the strategies and tools available to help your clients define their philanthropic legacy. Register here: https://lnkd.in/g-ewmXf7 #legacyplanning #wealthplanning #taxplanning #estateplanning #donoradvisedfunds

📢 Attention Financial Professionals: Important conversation happening today. Even if you can't make it, register and we'll make sure you receive a link to the recording. #financialadvisors #philanthropy #DAF

Join my colleagues for a 30-minute webinar on July 17 at 1 p.m. ET as they discuss the importance of legacy planning, your role in the process, how DAFs can be a great vehicle for legacy building and the options for succession plans offered by National Philanthropic Trust. Register here: https://lnkd.in/g-ewmXf7 #legacyplanning #wealthplanning #taxplanning #estateplanning #donoradvisedfunds

Excited to be presenting at this non-profit forum. My topic will be focused on the "Five Financial Mistakes That Nonprofits Make". I've got lots to say on that subject lol. Register and attend!! #nonprofit #financialstrategy

To be able to use wealth for good is a powerful tool.

Have you watched the conversation with Stacy Stout, Somos Comunidad Fund Advisory Committee Co-chair and donor partner; Dondrea Brown, nonprofit partner; and Chantal Pasag, program officer , in our most recent annual report? Watch and hear more from them as they discuss how Grand Rapids Community Foundation is evolving its practices through partnerships and feedback. Recent updates include more inclusive grantmaking structures, reducing barriers for historically excluded organizations and adapting strategies to address community inequities. Read more at https://ow.ly/oTNw50QtxpT

Learn to apply strategic foresight to add value to your work as a philanthropic funder or philanthropy-serving organization, in a 90-min training. Join the next session on Feb 28. https://buff.ly/4bd6vZ1

For public, private and family organizations involved in philanthropy, giving back to their communities comes naturally. Building on deeply held values and a desire to be a good steward of resources for those in need, they see the powerful outcomes they can deliver and the legacy they can leave. Learn how our philanthropic advisory services can help you build a plan to achieve your goals.