William Blair Private Wealth Management’s Post

Families considering charitable giving: Explore strategies to maximize impact and leave a lasting legacy of generosity. Our latest blog discusses finding your philanthropic focus, exploring giving vehicles like DAFs & impact investing, and engaging the next generation. https://lnkd.in/eD28GAUH #philanthropy #familygiving #financialplanning

Engaging the Next Generation: Strategies for involving younger generations in philanthropy emerge as a crucial theme. Drew Hoeven and Shelley Hoss explore effective methods for cultivating a philanthropic mindset among the next generation, ensuring continuity and sustainability in charitable endeavors. Watch the full episode on our YouTube channel: https://lnkd.in/gYaVKnsz #DisruptiveLeadership #NextGenLeaders

Families considering charitable giving: Explore strategies to maximize impact and leave a lasting legacy of generosity. Our latest blog discusses finding your philanthropic focus, exploring giving vehicles like DAFs & impact investing, and engaging the next generation. https://lnkd.in/ewRk3hWd #philanthropy #familygiving #financialplanning

Engaging the Next Generation: Strategies for involving younger generations in philanthropy emerge as a crucial theme. Shelley Hoss and Drew Hoeven explore effective methods for cultivating a philanthropic mindset among the next generation, ensuring continuity and sustainability in charitable endeavors. Watch the full episode on our YouTube channel: https://lnkd.in/gMtXHfc7 #DisruptiveLeadership #NextGenLeaders

Engaging the Next Generation: Strategies for involving younger generations in philanthropy emerge as a crucial theme. Shelley Hoss and Drew Hoeven explore effective methods for cultivating a philanthropic mindset among the next generation, ensuring continuity and sustainability in charitable endeavors. Watch the full episode on our YouTube channel: https://lnkd.in/gMtXHfc7 #DisruptiveLeadership #NextGenLeaders

If you guessed Mark Gerson as our next guest, you're right! Mark Gerson challenges the traditional approach to philanthropy, urging a shift towards strategic investment thinking. He highlights the often-missed opportunity to apply the rigorous discipline of ROI, common in business, to charitable giving, advocating for more impactful and efficient use of philanthropic funds. Full episode up next. Stay tuned! #20MinuteLeaders

https://lnkd.in/gSFebnES Struggling with clients who put off year-end planning? Charitable giving could be the key to getting them motivated. Learn how to use philanthropy to kickstart important financial discussions in our latest blog!

#DonorAdvisedFunds: the top pick for charitable giving! One big perk? Investment flexibility. Financial advisors can manage DAF assets for the clients across various investment options. Learn more: https://bit.ly/3B4HHTz #philanthropy #InvestmentFlexibility

Do you make a plan each year for charitable giving? Intentional and responsible philanthropy is a way to promote values, leave a lasting legacy for future generations, and provide deeper meaning and purpose to your wealth. The start of a new year is a great time to speak with your wealth advisor to assess your overall financial plan and set philanthropic goals. https://lnkd.in/ebxf6NUj

Do you want your philanthropic giving to be strategic – focused on outcomes? Let's join forces to create lasting changes. Being effective in philanthropy takes time and resources. As philanthropy experts, you can be sure that we have the right experience, knowledge and network to help you make the most impact with your giving. So that all children can grow up healthy, safe and educated. Learn more about how the UBS Optimus Foundation is driving better giving for better results