Community Foundation for Carver County’s Post

Do you have a giving strategy? I'll confess, I once thought it was something only the very wealthy needed to think about. (That is: not me!) But after researching this piece for the Smith School of Business at Queen's University, I'm sold on the concept. I've started thinking a little more strategically about my relatively modest charitable contributions, and it's already been a really rewarding exercise. If you're curious about building a giving strategy this #NationalPhilanthropyDay, I encourage you read this article, featuring the very smart insights of Betty-Anne Howard, Karen Humphreys Blake, Ylber Kusari, and Danzel Pinto. https://lnkd.in/gUfXQ8wW

Philanthropy: The Legacy of High Net Worth Individuals High net worth individuals know that wealth is not just about accumulating assets but creating meaningful impact. At Whitwell & Co., we guide you in philanthropic endeavors that resonate with your values, ensuring that your wealth benefits society. Let's craft a legacy of giving together. Reach out to us today to explore philanthropic opportunities that match your vision. #Philanthropy #WealthManagement #LegacyPlanning #ImpactInvesting #HighNetWorth #whitwelladvisors #whitwell

Philanthropy: The Legacy of High Net Worth Individuals High net worth individuals know that wealth is not just about accumulating assets but creating meaningful impact. At Whitwell & Co., we guide you in philanthropic endeavors that resonate with your values, ensuring that your wealth benefits society. Let's craft a legacy of giving together. Reach out to us today to explore philanthropic opportunities that match your vision. #Philanthropy #WealthManagement #LegacyPlanning #ImpactInvesting #HighNetWorth #whitwelladvisors #whitwell

A 2018 U.S. Trust survey found that 80% of advisors reported making it a practice to ask their clients about philanthropy, yet only 45% of high-net-worth individuals are fully satisfied with philanthropic discussions with their advisors. Check out this article: https://lnkd.in/dy3FH9Xr #philanthropy #GivingCompass #DonorAdvice #ImpactfulGiving

Evaluating Meaningful Philanthropic Contributions: When assessing philanthropic endeavours, it's crucial to consider their true impact. Is your philanthropy driven by genuine altruism or self-promotion? The true worth of philanthropy lies not in personal gain or ego-boosting but in its potential to enact positive change in the lives of others. #philanthropy #authenticity

Our recent research uncovered some surprising facts about philanthropy. It turns out that many advisers’ assumptions about structured giving might need to be challenged. If you’d like to know more about how philanthropy can benefit your clients, reach out to Elston’s Head of Philanthropic Services Susan Chenoweth PMESA for a copy of the research report. #philanthropy #professionaladviser #structuredgiving

Curious about how philanthropy can strengthen our family ties? Family Offices play a pivotal role not just in growing wealth but in giving back. In a recent MasterClass with Michael Bongiovanni, President of Greentree Financial Group, Inc., we discussed how their Family Office is contributing to philanthropy—and let me tell you, the impact they are making is extraordinary. In this short clip from our MasterClass, you'll see how their philanthropic efforts are using their influence to create lasting change. 🌍✨ #FamilyOfficeList #Philanthropy #FamilyOfficeListMasterClass #FamilyOffices #FamilyOffice

Want to create a legacy led by philanthropic giving? We highlight 5 strategies for impactful family philanthropy that can last generations. #charitablegiving #philanthropy #philanthropicgiving https://lnkd.in/gfQZ_u5W

Is your family office navigating the evolving landscape of UHNW philanthropy? I was intrigued by the challenges it highlights—not just because they're common but because they signal a fundamental shift in our field. The expertise gaps it mentions are a call to action to expand our skillsets beyond financial management. The focus on generational engagement is pushing us to rethink how we define and cultivate family legacies. What fascinates me most is how these issues reflect the changing expectations of the families we serve. They're no longer content with preserving wealth but seeking to create meaningful, lasting impact. This shift challenges us to evolve from mere advisors to true partners in shaping societal change. How are these trends playing out in your family office? Are you seeing similar shifts in client expectations? Let's discuss this in the comments below.

The new year is a good time to revisit your giving priorities. Here are some tips and resources to help you design a personal philanthropic strategy for the year ahead. #Philanthropy