CNote的动态

Canadian Family Offices sat down with Ron Bernbaum, Founder & CEO, to discuss how PearTree Canada formed its grassroots, and how the flow-through donation share platform makes meaningful impacts to both Canadian philanthropists and mining issuers. Discover how PearTree Canada is innovating the financial landscape within Canada with our flow-through share donation platform, while transforming philanthropy across the country.? ? Learn more in the latest article from Canadian Family Offices.

Often when we consider charitable giving, we first think of giving cash or stock. Yet, for many philanthropists, the bulk of their wealth lies in other types of assets, like investments in real estate and private businesses. Read how we help donors use complex assets for philanthropy with donor-advised funds: https://lnkd.in/gCZEQvp9

Looking to diversify your clients' philanthropic portfolios? Discover how alternative investments in donor-advised funds can enhance growth opportunities and maximize charitable impact, particularly given the growing popularity of DAFs as a charitable vehicle. TIFIN Give helps you seamlessly integrate Alts into your clients' philanthropic plans. Uncover the case for Alts in DAFs here:

$10000-$25000 P&G Alumni Foundation Grant-Entrepreneurial/business https://lnkd.in/gnXnp99T 2024 Grant Cycle Opens April 1, 2024 – Closes May 11, 2024 Now in our 19th year of grant-making, we encourage a charitable organization to apply if their mission aligns with the Foundation’s focus on economic empowerment and a P&G Alum is actively and meaningfully involved. The deadline to apply will be?May 11, 2024. The Foundation invests in programing that contributes toward real employment including: · Job skills development & vocational training. · Business-related education & training. · Entrepreneurial or business ventures viable in local communities. Funding Information · $10000-25000 Eligibility Criteria · The Foundation accepts grant requests from tax-exempt 501(c)(3) organizations in the U.S. and from charitable equivalents outside the U.S. subject to the following eligibility requirements: o??Your mission and the project or program seeking funding must be strongly aligned with the Foundation’s mission of economically empowering those in need. o??Your proposal must demonstrate how it contributes toward sustainable employment opportunities (e.g., job skills development, vocational training, business-related training, entrepreneurial or business ventures, etc.) and how you will measure results. o??One or more P&G Alums must be actively and meaningfully involved with the charitable organization for a minimum of one year. o??The charitable organization must be in existence for a minimum of two fiscal years and provide financial statements upon request. o??Grants are annual awards and limited to one-year commitments. Focus Areas · The Foundation invests in programing that contributes toward real employment including: o??Job skills development & vocational training: It could be classes on the use of purchased equipment on new sewing techniques, learning the art of ice cream making, or training on the use of computers in a new computer lab. o??Business-related education & training: It could include scholarships, mentoring programs or business basics training for new programs such as a farmers coop or boot camp basics. o??Entrepreneurial or business ventures viable in local communities: It might include providing operating loans or holding an entrepreneurial fair for community members to assist local communities in developing their business ideas.

Often when we consider charitable giving, we first think of giving cash or stock. Yet, for many philanthropists, the bulk of their wealth lies in other types of assets like investments in real estate or private businesses. Read more about how we help donors contribute complex assets to donor-advised funds to make a difference: https://lnkd.in/g_fd4jCF

This is so key as we scale & grow our impact in indigenous communities.

Greenspring Advisors Grant Program is open to take applications for non profits that focus on financial literacy, workforce programs, and entrepreneurship. If you know any good organizations that fit the criteria, please forward to them. Great stuff Greenspring Advisors Christian Stanley The 2024 Greenspring Grant Program We are excited to announce that our 2024 Greenspring Grant Program is now open and will?take applications until July 31st, 2024. Since our inception, we have had the mission to give back by making meaningful financial and relational investments in our local community. To further this endeavor and show commitment to charitable giving, the concept of the Greenspring Grant Program was introduced in 2012. The program was designed to support the mission of local non-profits. This program is run entirely by employees of Greenspring Advisors, and each year allows a new team of individuals the rewarding task of selecting and awarding monies to organizations impacting our communities. This year we are awarding $100,000 in grant monies to non-profit organizations dedicated to, or developing programs in workforce/economic development, financial literacy, and/or entrepreneurship in Maryland, Pennsylvania, or New Jersey. To date, our grant program has awarded $550,000. Amir Dreams, the 2024 Grant Committee Chairperson stated, “It is Greenspring’s enduring pleasure and privilege to support these organizations and their work through our grant program. Organizations like these are often the backbone of their communities and we hope this program may help foster the growth and prosperity of the organizations and in turn the communities they support.” Do you know of an organization that would benefit from this program? Help us support our philanthropic mission to make meaningful financial and relational investments in our local communities by spreading the news! *For full program and funding guidelines, including eligibility and ineligibility requirements, click https://lnkd.in/e39FTP52

I recently started my own private philanthropic fund – called “Mendenhall Value” - to support scholarships in southeast Alaska.?It is a private account with one investor (me) and does not accept money from 3rd parties.?I personally manage it like a small hedge fund, investing primarily in microcap stocks. (Largely community banks.)?I publish a quarterly investment newsletter. Each issue tracks performance of the fund; provides in-depth security analysis; and highlights an “under the radar” scholarship fund in southeast Alaska that readers may want to support.?I try to keep them entertaining!?The newsletter is available to choice friends and associates who are willing to make an annual donation to a 3rd party scholarship fund.?(Again, Mendenhall Value does not accept donations from anyone other than me!)? Mendenhall Value donates a fixed percentage of its year-end balance to local SE Alaska scholarship programs.?This includes community programs that provide camps, lessons, and enrichment programs for children.??The fund draws its inspiration from two sources - Reuben E. Crossett (a unique Ketchikan philanthropist) and Wyatt Ammon - a friend who passed away in the Peace Corps. Since its December '23 start-up, Mendenhall Value has been able to facilitate several thousand dollars in donations to help give young southeast Alaskans a boost in pursing their passions.?(This does not include the corpus of the fund.)?Give me a private message if you’re interested in receiving the newsletter, and I will gladly provide you with additional information. There are lots of ways to be creative about giving, and to make a big impact - even with modest donations.?Let’s fire off some well-placed snowballs, and get them rolling down the mountain for youth in our communities.?Thanks!

Our top 3 takeaways from our recent conversation with Chuck Milton with William’s House, and Chris Foley with Edward Jones. ?? Understanding financial literacy is crucial for both personal growth and effective charitable giving. ?? Donor-advised funds offer a smart way to maximize charitable giving, enhancing both impact and tax benefits. ??Effective fundraising and grant writing are key to sustaining long term programs. Listen now at https://loom.ly/C3g-kc4

????What can trustees do to raise funds ???? Discover how trustees can play a vital role in raising funds! #Trustees #Fundraising https://lnkd.in/epWeBXKZ