AAFP Foundation’s Post

If you are an Estate Planning Attorney and want to learn more about helping your clients find solutions that align with their Catholic faith, join us for this free webinar!

Today’s Conversation in Philanthropy… Conversations that Engage. One of the great pleasures across my career and particularly in my role with Cornerstone Advisors Asset Management, LLC is helping clients and donors think intentionally about the impact they hope to see, and the variety of avenues available to realizing their goals with the resources they have. The exploration in such an open conversation often gives a donor space to reflect on their wishes for their living heirs and causes important to them, while simultaneously discovering their resources can potentially do far more than they may have thought possible. #Philanthropy #Intentionality #WealthPlanning #LegacyPlanning #MakingTheWorldBetter #Legacy #Conversations #RolePlaying #GivingBack #PayingItForward

Creating a family foundation is a powerful way to align your family’s values with your philanthropic goals. It offers a structured approach to managing, growing, and distributing wealth, while fostering collaboration towards shared charitable objectives. Additionally, family foundations provide an excellent opportunity to teach younger generations about wealth management and responsibility. #NationalPhilanthropyDay

Integrating philanthropy into your estate plan can unite your family across generations, instill shared values, and provide tax benefits. Learn how charitable trusts, family foundations, and donor-advised funds can help build a lasting legacy. Engaging children in giving fosters responsibility and ensures your philanthropic vision endures. Find out more about strategic philanthropy in family estate planning. #Estateplanning https://lnkd.in/gR4YNc5D

Balancing lifetime giving and legacy planning can help you achieve both immediate impact and long-term goals. In this short video, my colleague Abby Axelrod-Wunderman, CAP®️, Fiduciary Trust's Philanthropic Director, highlights strategies, including donor-advised funds and charitable trusts, that offer flexibility, tax benefits and personal fulfillment.

Learn the two-bucket approach to utilizing your philanthropic resources. Come to Orlando for the Sharpe Charitable Giving SUMMIT. https://hubs.ly/Q030xGzT0

Learn the two-bucket approach to utilizing your philanthropic resources. Come to Orlando for the Sharpe Charitable Giving SUMMIT. https://hubs.ly/Q030xFTY0

Arts, culture, and museum leaders, have you read our latest newsletter, tailored especially for you? In this month’s issue, we discuss how nonprofits can build stronger donor relationships and share innovative approaches to the decline in charitable giving. https://rebrand.ly/kibjvyz

Hey, early childhood funders, how are you preparing and supporting communities to be resilient and ready when faced with the next emergency? There are many dimensions to readiness to support the healing, recovery, & rebuilding needs of our children and families. Let's learn together >> registration link is below.

Give back while growing your wealth. 🙌 Explore the benefits of charitable giving and how to maximize your impact. Schedule a consultation with our financial advisors to discuss your charitable giving goals. 📞 (979) 865-0660 📍 18 N Harris St. Bellville, Texas 77418 🌐 www.mcbyrdwealth.com #CharitableGiving #Philanthropy #WealthManagement #HighNetWorth #FinancialPlanning