Strategic Philanthropy Giving with Purpose

Philanthropy is such an important component of wealth planning, whether from a legacy, personal fulfillment, generational connection or tax-planning perspective,” says Judith A. Saxe, director of research and education for wealth strategies for Atlantic Trust. “Many times clients start out thinking about the tax-planning element, but are often using that as a way to answer something else stirring in their hearts. For clients who begin thinking about ‘giving back’ and who want to make a difference, we encourage them to focus on one key word: strategic philanthropy.”  Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s intellect as it does the bank account. A careful and disciplined approach to philanthropic givingcombines purpose, practicality and passion. It can help you increase the effectiveness

Spotlight

The Zoltner Consulting Group

The Zoltner Consulting Group (ZCG) is a Santiago-based social enterprise dedicated to the creation and implementation of innovative initiatives using information and communication technologies (ICTs) to promote social inclusion and human and economic development. John Zoltner and his multi-disciplinary six-person staff work with public, non-governmental and private entities to design strategies, projects and methodologies that take advantage of the power of ICTs to empower individuals, organizations and communities. They also design, raise funds for, and manage innovative development projects involving ICTs on the national and regional levels in the Americas.

OTHER WHITEPAPERS
news image

KINDLY COIN: CREATING MEASURABLE SOCIAL IMPACT

whitePaper | July 4, 2022

The Kindly Ecosystem makes it easy to purchase, track and execute certified measurable social impact on the blockchain. It was built from the ground up to not only be transparent but to also satisfy the needs for Corporate Social Responsibility (CSR).

Read More
news image

Business planning tools for non-profit organizations

whitePaper | December 26, 2019

SCORE is a more than 40 year old non-profi t with over 10,500 volunteers who provide free business counseling and no or low-cost workshops to new and emerging small businesses nation wide. In 2005, SCORE counselors volunteered over 1,000,000 hours in counseling and workshop services. While most of SCORE’s work has focused on small businesses, over the years it has assisted some startup and emerging non-profi t organizations, particularly on business issues. As a result of these experiences, SCORE strongly believes that to be effective, competitive and sustainable, non-profi ts must not only be caring and creative, they must run their operations as businesses.

Read More
news image

3 ways you can ensure secure, productive remote work for your nonprofit

whitePaper | June 29, 2022

As remote work becomes increasingly common, you need to empower employees and volunteers to be productive from anywhere. At the same time, you can’t compromise on security. These goals are complementary: secure work is productive work. With the right technology approach, you can protect data, devices, and applications, minimize the impact of security on your sta, and simplify IT

Read More
news image

Technology For Nonprofits: Building Trust And Increasing Impact

whitePaper | October 10, 2022

Nonprots employ 12.3 million people and spend almost $2 trillion a year in the U.S. — from billions in payroll costs to everyday expenses like food and rent. But ination, interest rate hikes, and market uncertainty have pushed organizations to make the most of limited resources. With prices on the rise, nonprots are ghting to meet the needs of those they serve while losing volunteers to high gas prices and scrambling to recruit and retain sta.

Read More
news image

7 Compelling Benefits of Cloud Computing and the 3 Most Important Facts Every Nonprofit Should Know Before Purchasing a Cloud Solution

whitePaper | January 27, 2020

Moving to the cloud has many benefits and is perhaps the most important technology advancement in decades - promising immediate and posi ve impact on Nonprofits who adopt cloud compu ng.

Read More
news image

40 Nonprofit Trends for 2020

whitePaper | February 12, 2020

As technology and innovation continue to be in the forefront of the nonprofit sector, 2020 will be about learning more about what these technologies and solutions have to offer and tying them back in with traditional fundraising strategies. New bright and shiny technologies are offering what seems like limitless ways to connect with donors. But it’s important to remember that donors still need human interaction, personalization and relationships, so the tried-and-true fundraising strategies shouldn’t just be tossed out the door.

Read More

Spotlight

The Zoltner Consulting Group

The Zoltner Consulting Group (ZCG) is a Santiago-based social enterprise dedicated to the creation and implementation of innovative initiatives using information and communication technologies (ICTs) to promote social inclusion and human and economic development. John Zoltner and his multi-disciplinary six-person staff work with public, non-governmental and private entities to design strategies, projects and methodologies that take advantage of the power of ICTs to empower individuals, organizations and communities. They also design, raise funds for, and manage innovative development projects involving ICTs on the national and regional levels in the Americas.

Events