Association of Fundraising Professionals (AFP) - Greater Baton Rouge的动态

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

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.

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

Strategic philanthropy can be a powerful tool for protecting family wealth while creating meaningful impact. Explore how thoughtful philanthropic strategies can enhance legacy planning and support both family and community. https://lnkd.in/gAb7JTRZ #Philanthropy #WealthPreservation #LegacyPlanning #FamilyWealth #LegacyPrivateTrustCompany

If you are a philanthropic consultant or donor advisor, please take a few minutes to complete this benchmark survey! 2024 Philanthropy Benchmark Survey - Insights on the role of Consultants & Advisors in Advancing Giving

?? 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

Holidays and year-end gatherings are ideal times to discuss your family's strategic philanthropic plan and the philanthropy you're involved in. Doing so can help you find joy in giving back to your community and renew shared values across generations. https://lnkd.in/gvBNXNvu

The Future of Philanthropy is Young! Jeremiah Steen once told me that this is the best world to take risks, to test out new hypotheses for the world's potential, and give that first push to someone's career. How can we do any less than to fully empower young people in every asset of this field? For Elders in the Non-Profit Sector, how are you held accountable by those under 25 within the communities you serve? Are we on your boards? Have we reviewed and approved of the language you use to describe us in your grants? Most importantly, what are you doing to build the trust required to build a world that will honor your legacy?

With 25 years of being a philanthropy consultant, I’ve seen philanthropy grow and change over two and a half decades, but I’m curious to hear your thoughts.? ?? What are the biggest challenges you face in your philanthropic work today? Voice your opinion below! #PhilanthropyLeader #Philanthropy #TrustedAdvisor

Strategic philanthropy is more than just a charitable act; it's a powerful tool for shaping your family's legacy and teaching values that endure. Discover how to integrate philanthropy into your estate planning to connect generations and reinforce community responsibility. #Philanthropy #LegacyPlanning #FamilyValues https://lnkd.in/gcEss7jc