On February 6, a 7.8 magnitude earthquake struck southern Turkey near the northern border of Syria, followed by another 7.5 magnitude earthquake just nine hours later in the same region. The impact of this disaster is not yet fully known, but the World Health Organization estimates that at least 23 million people will be impacted in some way. At the …
Building a Philanthropic Playbook – Part Three: Putting Together the Puzzle
Part III – Putting Together the Puzzle “Not everything that counts can be counted – and not everything that can be counted counts.” – Albert Einstein What counts when determining whether you will give to a nonprofit organization? What matters to you most? Is it the mission? Is it how they deliver programs and services? Is it who they are …
Building a Philanthropic Playbook – Part Two: Less is More
Part II – The Less is More Approach “I want to do fewer things, that are the right things, and I want to do them better.” – Unknown Regardless of asset size, all donors have limits to their time and monetary contributions. Not all things you value or want to engage in are attainable with meaningful impact. Rather than trying …
Building a Philanthropic Playbook – Part One: Building Clarity and Setting the Foundation
I often joke with people that in my former life, I was a college soccer coach because many people don’t understand what the job of collegiate coaching really entails or how the job connects to the work of countless other professions. During my time in college athletics, I also started my own sport psychology consultation business after working under some …
Making the Most of a Charitable Solution: GIVE to a Donor-Advised Fund
Learn how you can contribute to your fund to maximize the amount you give to charity. Options include donations of appreciated stock and complex assets, like real estate and privately held business interests. Corey Ziegler, vice president and corporate counsel, Greater Horizons, discusses the basic structure of a donor-advised fund and what types of assets can be donated to one. …
Grantmaking in the New Year
As we’re settling into a new year, some of us may be leaning into new routines and rhythms in an effort to better ourselves, our families, or our communities. As you’re fine-tuning your plans and vision for 2023, consider what your philanthropic goals look like and how you might alter your giving moving forward. Here’s a short list of things …
Philanthropy Built on a Foundation of Trust: Using Trust-Based Values to Strengthen the Philanthropic Sector
Trust is the foundation for all of our relationships – it can make, build, and break any bond. It is no different for the relationship between donors and nonprofits. Leaning into trust as a donor is a key tool in expanding your relationship with an organization and supports charitable giving that is both meaningful and impactful. Tune in to the …
Granting Beyond Your Lifetime: How Successor Advisors Support Your Philanthropic Legacy
Creating a charitable legacy is essential for philanthropists. How do you ensure your charitable intent is passed along beyond your lifetime? When using a donor-advised fund, one way to pass along your charitable intent is to name successor advisors to advise your fund when you are no longer able to do so. In this clip, Senior Philanthropic Advisors Whitney Hosty …
Planning Your Year-End Giving
As we approach the end of the year, our team is ready to process your year-end grants to nonprofits and contributions to your charitable fund. All assets must be received by Dec. 31 to qualify for a 2022 tax deduction. Please keep the following dates in mind when contributing to your fund. Contact our team with questions – we’re here …
Supporting Hurricane Relief Efforts
We often feel helpless in the face of a single natural disaster. It can be paralyzing trying to comprehend the damage created by two disasters that occurred nearly simultaneously. Hurricane Fiona landed in Puerto Rico and the Dominican Republic on Sunday, Sept. 18 claiming more than two dozen lives and causing the worst flooding Puerto Rico has seen since Hurricane …