Discover key insights from InvestmentNews author and #DAFGivingSummit speaker Richard Peck on #DonorAdvisedFunds (#DAFs). From simplifying giving to navigating legislative challenges, Richard explores the evolving role of DAFs in modern philanthropy. Read his full article: https://lnkd.in/gTWThzDP
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Explore how #babybonds—publicly funded investment accounts for children—can be a game-changing policy to reduce #generationalpoverty and narrow the #wealthgap. Learn from experts about state-led initiatives in California, Connecticut, and Washington, D.C., and discover how strategic investments can drive opportunities in education, homeownership, small business, and retirement.
Join the Asset Funders Network, the Federal Reserve Bank of New York, and the Institute on Race, Power and Political Economy at The New School for an insightful in-person event on January 16, 2025. Explore how #babybonds—publicly funded investment accounts for children—can be a game-changing policy to reduce #generationalpoverty and narrow the #wealthgap. Learn from experts about state-led initiatives in California, Connecticut, and Washington, D.C., and discover how strategic investments can drive opportunities in education, homeownership, small business, and retirement. Philanthropic and nonprofit leaders, researchers, and policymakers invested in creating an equitable future — we hope to see you there! Limited seating is available - register today! https://loom.ly/Nbq5KGc
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Wealth Advisor Andre Jean-Pierre discusses the Financial Psychology of Philanthropy, its benefits and barriers. The article also discusses common Philanthropy practices. https://lnkd.in/gk2eFYTz
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Wealth Advisor Andre Jean-Pierre discusses the Financial Psychology of Philanthropy, its benefits and barriers. The article also discusses common Philanthropy practices. https://lnkd.in/gGBxCBf2
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Impact Beyond Wealth: Crafting Legacies with Philanthropy! Discover how our wealth management strategies extend far beyond finances, creating a lasting imprint on the causes you cherish. 📲Ready to strengthen your financial fortress? Contact us to create a personalized wealth management plan that includes a resilient emergency fund. 📞772-210-4031 📧[email protected] 🌐www.tdwealth.net . . #philanthropy #beyondwealth #wealthmanagement #managementstrategies #emergencyfund #wealth #finances #fund #WealthWithPurpose #PhilanthropicLegacy #ImpactfulInvesting #LegacyWealth #FinancialPhilanthropy
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🌟 Impacting Local Communities Through Financial Planning 🌟 As financial advisors, we're privileged to contribute to the well-being of our communities: 1️⃣ **Empowering Families**: By guiding them through financial planning, we provide tools for stability and prosperity. 2️⃣ **Supporting Businesses**: Helping businesses manage finances fosters growth and resilience. 3️⃣ **Promoting Financial Literacy**: Educating on financial basics breaks the cycle of debt and builds a brighter future. 4️⃣ **Driving Economic Development**: Strategic investments boost local growth and vitality. 5️⃣ **Encouraging Philanthropy**: Maximizing the impact of charitable giving enriches lives and strengthens bonds. 6️⃣ **Advocating for Inclusion**: Tailored solutions ensure everyone has access to financial services and opportunities. 7️⃣ **Building Resilience**: Planning for emergencies safeguards against unforeseen challenges. Together, let's continue making a meaningful difference in our communities through thoughtful financial planning. 💼💡 #FinancialPlanning #CommunityImpact #Empowerment #LocalEconomy #SocialResponsibility
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Have you heard about the simple 5-7 page document for nonprofits that can help… - defuse boardroom tensions - simplify your investment decisions - keep you from knee-jerk reactions during down markets - set up your organization for long-term financial health If not, you need to! It's called an IPS–and you can read all about its power in our new case study here:
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#ClientSummit: 💸 Check Out Our Client @imrossmac #maconomicsweathsummit🔥 The weekend will focus on financial empowerment, networking, and philanthropy! Click The LINK BELOW🔗 👇 https://bit.ly/3Rdjim4 #swankpr #rossmac #wealthsummitt #finacialempowerment #chicagoweekend
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#ClientSummit: 💸 Check Out Our Client @imrossmac #maconomicsweathsummit🔥 The weekend will focus on financial empowerment, networking, and philanthropy! Click The LINK BELOW🔗 👇 https://bit.ly/3Rdjim4 #swankpr #rossmac #wealthsummitt #finacialempowerment #chicagoweekend
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🌱 63% of UK financial advisers are concerned about losing business as the largest transfer of wealth in history unfolds. Yet, only 26% have a strategy in place to target the transfer of family wealth. 🌍 This isn’t just a risk — it’s an opportunity. Clients want to talk about philanthropy. Research shows that the next generation of wealth holders place a greater emphasis on purpose and impact. They want to know that their wealth is doing good in the world. For financial advisers, this is a chance to stand out and retain the next generation. Get in touch today to learn more about our financial adviser partnerships. #WealthTransfer #FinancialAdvisers #Philanthropy #IntergenerationalWealth
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Fiduciary Investment Advisor for Retirement Plans, Endowments, and Foundations
Diversification is one way to safeguard the financial health of a nonprofit organization. Particularly for endowments and foundations, diversification can be crucial because it helps protect against the impacts of market volatility and economic uncertainties. Please take five minutes to watch this video to learn more about diversification and how adjusting a portfolio depends on the organization’s specific needs and goals. #endowments #nonprofits #fiduciaryadvice
