Ren’s Post

The Giving Pledge, can transform lives and communities. But you don't need billions to make a difference! A thoughtful giving plan can be a powerful legacy for you and your family. #Philanthropy #LegacyPlanning #GivingBack #EstatePlanning

#DAFs are transforming #philanthropy, making giving more accessible and efficient. Understanding and leveraging their potential will drive positive change in addressing societal challenges. Learn more from Philanthropy Roundtable: https://bit.ly/3OKOBTY

Ren's survey underscores the transformative role of #DAFs in #philanthropy, highlighting how advisors are shaping donor strategies. Gain deeper insights into advisor influence and donor motivations, enhancing your #WealthManagement approach: https://bit.ly/3w9Qd35

Surprisingly, in many philanthropic UHNW families, giving strategy doesn’t map to the family’s values. Listen to this quick, practical conversation between two Geller subject matter experts, Managing Director Paul Cummings and Strategic Initiatives Manager Lauren Rutkin, as they discuss how you can align your strategy with your values and the impact you wish to make. #intentionalgiving, #wealthadvisors, #philanthropy

Advisors, are you leveraging philanthropy to deepen client relationships? With $84 trillion set to transfer to the next generation, now is the time to embrace multi-generational philanthropy. Learn how donor-advised funds (DAFs) can help you retain assets, engage heirs, and foster meaningful impact. Dive deeper with learnings from this article: #WealthTransfer #AdvisorSuccess #Philanthropy #DAF

Clear communication and collaboration are key ingredients for empowering emerging leaders and ensuring a legacy of meaningful giving. Check out NCFP's guide to engaging next-generation adults in your philanthropy for tips on how to navigate this journey at each phase.  #philanthropy #giving https://lnkd.in/eqR_mNhX  

Boldly Go Philanthropy is pleased to share that Boldly Go Co-Founders and Managing Partners Jeff Kutash and Kyle Peterson facilitated two workshops at the Goldman Sachs Philanthropy Forum last month in New York City. The sessions focused on helping aspiring and experienced philanthropists set a strategy and approach for their giving. Whether they were just getting started or had been giving for years, attendees all faced challenges and choices in their philanthropy ranging from not knowing how to get started or fear of making mistakes to figuring out how to engage new generations or set a strategy and measure impact. Our sessions centered on overcoming these barriers and setting a course for their future philanthropy by using the Boldly go "Philanthropic Compass" - a framework and tool we developed to help our clients ensure that their philanthropy is leading to impact and joy. After all, if you don't know which direction you are headed, you will likely never arrive at your intended destination. A finely tuned compass is grounded in values and sets vision and direction. It provides clarity on how to structure effective grants and impact investments, create cohesive grantmaking portfolios, build relationships with grantees, and launch philanthropic initiatives. And it identifies what philanthropic approaches, roles, and structures will lead to successful outcomes. To see an example of a philanthropic compass, visit our blog: https://zurl.co/fVQ5 #BoldlyGoChangemakers #PhilanthropyInAction #BoldNotes

#wealthmanagers #financialadvisors if you are interested in advancing your game with philanthropic conversations, the Chartered Advisor in Philanthropy Designation from the The American College of Financial Services is for you. The virtual mid-Atlantic study group starts soon for this https://lnkd.in/gMyTnkSU. Message me or Beth Harper Briglia, CPA, CAP if you are interested in learning more. Read more about current trends with your future clients. #philanthropy

The Stonehage Fleming View:  Philanthropy occupies a special place in the Four Pillars of Capital framework. According to our latest Four Pillars of Capital report, over 85% of participants view philanthropy as a core component of their mission and principles. Read more: https://lnkd.in/edgEXbSe #fourpillarsofcapital #philanthropy #principles

What’s holding your philanthropy back from achieving its full potential? Often, it’s fear. Discover how addressing fears can help unleash generosity and create transformative change. 👓 Read the full article here: https://lnkd.in/guv9yST8  #Philanthropy #ImpactfulGiving #CommunityFoundation