National Philanthropy Day Nominations are here from our community partner, Association of Fundraising Professionals Colorado Chapter | Award nominations will be accepted until July 16th at 5pm! Several categories are available to recognize Colorado's outstanding philanthropic community. Link to learn more in comments!
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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
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?? Webinar Highlight: Enhancing Client Legacy with DAFs ?? Help your clients create a lasting impact through philanthropy with donor-advised funds (DAFs). Watch this highlight from our recent webinar where experts share strategies to help your clients achieve their philanthropic legacy goals. To view the full recording, visit: https://bit.ly/4c1fwnp #ForAdvisors #Advisors #Philanthropy
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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
Enhance your expertise in philanthropic legacy planning! Join National Philanthropic Trust Regional Directors Janos Major, CEPA?, CAP? and Ethan Burke for an insightful webinar on Wednesday, July 17th. Discover the importance of legacy planning for your clients, how to help them define and execute philanthropic plans and the role of DAFs in legacy building. Register now: https://bit.ly/3xwnoPo #ForAdvisors #Advisors #Philanthropy
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2025 may seem far away, but the most successful grant applications are built on careful planning. Now is the time for Michigan nonprofit organizations to identify future opportunities and align their programs for maximum impact. River City Grant Writing, your trusted partner in grant funding and 2025 grants, offers the strategic planning needed to set your organization up for success. #GrantWriting #NonprofitFunding #2025Grants #Philanthropy
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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.
Enhance your expertise in philanthropic legacy planning! Join National Philanthropic Trust Regional Directors Janos Major, CEPA?, CAP? and Ethan Burke for an insightful webinar on Wednesday, July 17th. Discover the importance of legacy planning for your clients, how to help them define and execute philanthropic plans and the role of DAFs in legacy building. Register now: https://bit.ly/3xwnoPo #ForAdvisors #Advisors #Philanthropy
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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
Enhance your expertise in philanthropic legacy planning! Join National Philanthropic Trust Regional Directors Janos Major, CEPA?, CAP? and Ethan Burke for an insightful webinar on Wednesday, July 17th. Discover the importance of legacy planning for your clients, how to help them define and execute philanthropic plans and the role of DAFs in legacy building. Register now: https://bit.ly/3xwnoPo #ForAdvisors #Advisors #Philanthropy
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2025 may seem far away, but the most successful grant applications are built on careful planning. Now is the time for Michigan nonprofit organizations to identify future opportunities and align their programs for maximum impact. River City Grant Writing, your trusted partner in grant funding and 2025 grants, offers the strategic planning needed to set your organization up for success. #GrantWriting #NonprofitFunding #2025Grants #Philanthropy
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?? 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
Enhance your expertise in philanthropic legacy planning with National Philanthropic Trust Regional Directors Janos Major, CEPA?, CAP?, and Ethan Burke. Join us for an insightful webinar on Wednesday, July 17th. Learn how to help your clients define and execute philanthropic plans and the role of DAFs in legacy building. Register now: https://bit.ly/3xwnoPo #ForAdvisors #Advisors #Philanthropy
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Do you think about philanthropic strategy 5 to 10 years into the future? Real change toward your foundation's mission can take time. Learn to plan for risks and opportunities alike with IFTF Foresight Awareness for Philanthropy on May 1. https://buff.ly/3Um2XNC
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Incorporating philanthropy into estate planning ensures your legacy transcends financial wealth, fostering responsibility and unity across generations. Discover how strategic structures like family foundations and donor-advised funds can uphold your family’s core values. Read more on how thoughtful philanthropic planning can shape the future. https://lnkd.in/g2FJYsBh #Philanthropy #EstatePlanning #LegacyBuilding #WealthManagement #LegacyPrivateTrustCompany
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