Missed our Future of Philanthropy Fireside Chat? No worries! The complete recording is now available on our YouTube channel: https://lnkd.in/gDN3q8wh Dive into the insightful discussion from five remarkable leaders: Valeriana Chikoti Bandua Estes (Social Justice Fund NW), Susan Balbas (NA'AH ILLAHEE FUND), Rachel Jackson (Philanthropy Northwest), Nancy Long (501 Commons), and Kat Taylor (Beneficial State Bank). A big thank you to everyone who joined us for the live event! Beneficial State Bank Member FDIC | Equal Housing Lender
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Building, protecting and passing on a legacy involves much more than investing wisely and a trust can be a valuable tool for ensuring continuity in achieving the financial objectives you envision for your family, your wholly owned business and philanthropic legacy for years. #Building #YourLegacy #MorganStanley
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If you mention the term "trust fund," people may imagine young adults living off their family's generosity, but trusts aren't just for ultra-wealthy families with complex holdings. Trusts can be utilized for a variety of different purposes, all with the purpose of using your wealth to continue your life's work and benefit the people and causes you love and care for. #TrustFund #Purpose #MorganStanley
Why You May Need a Trust | Morgan Stanley
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As you consider the causes that matter to you on #GivingTuesday, here's an interesting finding from the 2023 Bank of America Study of Philanthropy. https://lnkd.in/dmzkBH7C
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Making clients richer is not the sole focus of every financial advisor. Some advisors, as reported by the The Wall Street Journal, actually turn down clients if they do not have philanthropic goals with their $$$. Professionals setting moral standards with how and who they conduct business with should not be groundbreaking. We should all do it! I have seen firsthand how inherited wealth sucks the marrow out of any motivation that the 2nd/3rd generation possesses. It is not productive for society; helping others makes a bigger impact! A 2019 study by Wealth-X and Fidelity Investments found that 79% of millionaires did NOT inherit anything. As a recipient of Pell Grants for college (to qualify your parents must make less than $50K combined!), it was incredibly motivating for me to operate without a safety net at the onset of my career. I developed grit and took more risk because of my humble beginnings. It is my dream to continue to build my real estate portfolio as large as possible so I can give the majority of it away. Leaving an impact on many is more important than leaving a big inheritance for a few. Better society = better life for my heirs. p.s. Thank you St. Louisian Elliot Dole, CFP® of Buckingham Strategic Wealth for taking this stand on giving back. It speaks volumes about your character. #philanthropy #money #wealthmanagement #business Ramsey Solutions
If All You Want Is Money, These Financial Advisers Might Say ‘No Thanks’
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As you consider the causes that matter to you on #GivingTuesday, here's an interesting finding from the 2023 Bank of America Study of Philanthropy. https://lnkd.in/gJVmQcTg
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As you consider the causes that matter to you on #GivingTuesday, here's an interesting finding from the 2023 Bank of America Study of Philanthropy. https://lnkd.in/dB7td945
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As you consider the causes that matter to you on #GivingTuesday, here's an interesting finding from the 2023 Bank of America Study of Philanthropy. https://lnkd.in/eR7bAX6Q
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As you consider the causes that matter to you on #GivingTuesday, here's an interesting finding from the 2023 Bank of America Study of Philanthropy. https://lnkd.in/dGjRhs7i
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As you consider the causes that matter to you on #GivingTuesday, here's an interesting finding from the 2023 Bank of America Study of Philanthropy. https://lnkd.in/dF_HQdhX
