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Interesting report by Charities Aid Foundation (CAF) on the role wealth managers and financial advisers can play in better supporting their clients with their #philanthropy goals. The report also cites the benefits to advisers with respect to increasing client retention and the opportunity to develop stronger relationships with the next generation of family members. [Statistic: Only 8% of US investors who have advisers considered their parents' advisers in the selection process!] #wealthmanagement #leadership #financialadvice #charitablegiving

The Fidelity Charitable 2024 DAF Report is here - and we’ve combed through the data to bring you the top 15 takeaways. 📣 Fidelity Charitable is the largest DAF in the world and also provides the most in-depth disclosure on account activity and DAF donor behavior. While we won’t have statistics on 2023 for the full industry until the fall, this is a key indicator on the DAF market. The most notable year-over-year changes were in the types of contributions being made to DAFs, the size of accounts and the speed of distribution to nonprofits. 👀 Read all about it in our latest analysis: https://lnkd.in/ePDgiCJw #nonprofit #fundraising #donoradvisedfund #philanthropy

Professional Advisors: Every year, the Giving USA study reports the status of charitable giving in America. 💡 Adjusted for inflation, 2023 saw a decrease, making it harder for San Diego charities to meet community needs. This is relevant to your clients because, for many of them, philanthropy is an important part of their financial plans and family traditions. Jason Rogers, AIF®, CWS®, Director of Wealth Advisor Relations at SDF shares insights to help with your conversations about charitable giving. Read his latest insights: https://bit.ly/3WeMQRZ #CharitableGiving #AdvisorInsights #Philanthropy

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/ewRk3hWd #philanthropy #familygiving #financialplanning

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/eD28GAUH #philanthropy #familygiving #financialplanning

While philanthropic pluralism sounds like a benign and worthy goal, an op-ed by several philanthropic leaders last year gave many of us cause for concern. Adding to a range of critics, PRE joined our partners at CHANGE Philanthropy cautioning that the call for pluralism in philanthropy as stated was a diversion and risked undermining or chilling rightful calls for greater racial and social justice and the investments needed to advance those goals. We’re increasingly hearing this call & related fears of polarization lifted up directly in contrast to approaches that support those most impacted to build power & frame their own solutions. We know some well-intended funders & allies are among those leading the charge, but hoping they can hear & not simply dismiss the informed critiques of many. (& yes, the irony of calling for pluralism & yet minimizing the voices of those who are expressing doubts/fears as overreacting or foolish is kind of classic arrogance of those less threatened by the status quo or rollback of justice.) Next week, I will join a panel with authors and other leaders in the sector as we seek to deepen the debate & discussion as part of the Urban Institute’s Center on Nonprofits and Philanthropy and the Chronicle of Philanthropy for the 2024 Giving Innovation Summit on April 29th at 2-3:30 EST. We recognize the relationship of this conversation to PRE’s recent op-ed, which addressed how the danger of both accommodationist practices and misuse of terms can fuel efforts to squelch dissent or challenges to the status quo – while under the guise of seeming to call for higher principles. See added details & registration below-

Tomorrow is #NationalNonprofitDay, so we’re highlighting the announcement of our 2024 charitable partners: Feeding Northeast Florida, Community Kitchen and Hundred Nights! Read more about their important missions here: https://lnkd.in/e7iDHRjp #msainsurance #protectingmainstreet

#Nonprofit leaders check this out!

"As a trustee at the Directory of Social Change (DSC), an organisation dedicated to supporting charities in their work, I find myself grappling with a troubling reality in British philanthropy: a disconnect between the communities served and the boards making decisions. This lack of diversity, particularly the low number of trustees of colour, is deeply concerning..." In our new article, DSC's trustee, Michaela Clark, discusses the importance of Board diversity in the charity sector. Read the full article here: https://lnkd.in/eycEtMud