TIFIN Give’s Post

#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

Check out CEO Paul Lussow's interview with William Hortz in Financial Advisor Magazine as they explore how wealth managers can leverage philanthropy to engage and retain Next Gen clients. #wealthmanagement #philanthropy #nextgen

Great insights from Paul Lussow on the importance of philanthropic planning and the opportunity it presents to advisors who are engaging in it. Take a look!

Philanthropic planning may be wealth managers' key to retaining Next Gen clients and assets. I recently sat down with William Hortz of Institute for Innovation Development to discuss the Great Wealth Transfer’s $18 trillion charitable opportunity and how wealth managers can engage Next Gen clients via philanthropy. Check out the interview here: https://lnkd.in/giye6QVh #philanthropy #wealthmanagement #wealthtransfer Financial Advisor Magazine Cor Hoekstra Lynda Lee Jeffrey Grossman Blake Rohde Katie Gervase Rob Pettman Alex Paul TIFINTIFIN Give

Why is philanthropy an important conversation that professional advisors should have with clients? In a nutshell, clients want it. Giving or philanthropy is an important aspect of wealth management and advisors don't need to be experts in the subject to simply bring up the topic of philanthropy as a conversation prompt to explore hopes and dreams and to deepen client relationships. The good news is that community foundations can be a trusted partner for professional advisors, helping their clients explore philanthropy and stepping onto a pathway of more transformative forms of giving. https://lnkd.in/giGwEQ3T #communityfoundations #philanthropy #informedgiving

#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

The UHNW Institute is proud to bring you fresh thought leadership from our Philanthropy and Social Impact Domain. Our experts have been exploring the implications of Wealth 3.0 on philanthropy, highlighting: - The power of intrinsic motivation in charitable giving - Constructive responses to social inequality - The need for increased rigor in philanthropic advising Explore pioneering research from industry leaders whose work is molding the future of UHNW philanthropy. Learn how Wealth 3.0 is impacting this domain: https://lnkd.in/eJ7T2aGu #philanthropy #wealth3.0 #UHNW #socialimpact Dr. Sharilyn Hale, C.Dir Dien Yuen 袁詩鈿 Betsy Erickson

The next generation of #philanthropists is thinking of #CharitableGiving differently. Millennials and Gen Z are driving innovation in #philanthropy by emphasizing impact, transparency, and collaboration across generations. #DonorAdvisedFunds are a great way to get the younger generation started on their philanthropic journey.  At #JCF, Fundholders can involve their children by assigning them privileges to make grants from their fund or by opening a NextGen fund for children between 18 - 30. Learn how you can make a difference with JCF. 🌍💡 #DAF #NextGen #Impact 

Explore the insights of a leading philanthropy advisor on why the wealthy don't give more and what can be done to encourage greater generosity. Our latest article on Inside Philanthropy delves into the motivations, barriers, and strategies to enhance philanthropic contributions among the wealthy. Constance Matthiessen reports: Motivations behind philanthropic giving Barriers preventing greater contributions Strategies to encourage increased generosity Join the conversation on how to unlock the full potential of philanthropy among the wealthy. Tagging Excessive Wealth Disorder Institute Building Impact Partners Alex Johnston Wealth-X Bill & Melinda Gates Foundation Dalio Philanthropies Hellman Foundation The Stocker Foundation Crankstart Climate Lead Ballmer Group William and Flora Hewlett Foundation MacArthur Foundation The David and Lucile Packard Foundation Sea Change Foundation #WealthyGiving #Generosity #SocialImpact #PhilanthropicAdvisors #WealthyDonors #CharitableGiving #PhilanthropyAdvice #IncreasedGiving #SocialChange #ImpactReporting #GivingIncentives #CultureOfPhilanthropy #EngageDonors #InsidePhilanthropy #Philanthropy

Great chatting with the Financial Times and Tara O'Connor of FT Adviser about how Attivo can incorporate philanthropy into our Lifestyle Financial Planning. Glad to see Global Returns Project getting the credit it deserves for what it does. https://lnkd.in/eGRa-2tk #philanthropy ##lifestylefinancialplanning ##financialadvice #charity