Bread Financial’s Post

Did you know that 1 in 7 people experience #foodinsecurity? Supporting and working alongside families in our local communities with quality nourishment and improved access, is a privilege and cherished responsibility.   Watch how Elevance Health, associates and our foundation – on #GivingTuesday and every day - are putting a #wholehealth approach into action. Through multi-phased #foodasmedicine grants from our foundation to Feeding America, associate #volunteering, or partnering with communities to design inclusive strategies, we’re driving health forward. https://lnkd.in/g9HacbPS

Hey folks please check out Estate Planning Awareness Week: What Your Organization Should Know About Charitable Bequests and Communities of Color. It's being presented by Terrence Quinn, Pedro J. Rivera, Esquire and Dien Yuen 袁詩鈿 and I heard its going to be 🔥🔥 🔥 https://lnkd.in/gqvSyym8

Looking forward to this webinar on estate planning! Check it out! 

According to the National Center for Family Philanthropy, "effective family philanthropy makes a collective commitment to meaningful societal change. It is adaptive, evolving with the family and the community or ecosystem within which it operates". But before considering how to make your family giving effective, think about the why. Reflect on why involving your family in charitable affairs is important, regardless of the dollar amounts you contribute. Read More of Laura's Blog at https://bit.ly/3uiB3Yn.

Your clients expect you to help create plans that take care of their families, minimize taxes and reflect their values. Incorporating a charitable giving plan into you clients’ overall financial planning is an important way to bring these goals into alignment. Every giving plan is unique. The Community Foundation works with you to customize solutions for your clients. Learn more: https://ow.ly/rgBc50PZggU #NationalEstatePlanningAwarenessWeek #EstatePlanning #CharitableGiving #Legacy #LegacyPlanning

Your high net worth clients expect to discuss their philanthropy with you; and being prepared for those conversations can lead to better client relationships and more referrals. Read more for tips about how to start the charitable conversation. #ForAdvisors #DAFs #DonorAdvisedFunds #Philanthropy

Passionate about giving back? Optimize your philanthropy with CPR Wealth Management. We'll guide you through tax-efficient strategies, maximizing your impact and ensuring your charitable efforts align with your financial goals. 🤝💰 #Philanthropy #TaxEfficientGiving

October is National Estate Planning Awareness Month — a perfect opportunity to begin creating your will or trust. We believe that everyone should have an estate plan in place to protect what you worked so hard for and so you can document the legacy you wish to leave behind for your family, your friends, and the charities you love. Our Personal Estate Planning Kit walks you through the planning process step by step, answering your questions and providing insights. It’s helpful on its own, https://shorturl.at/pIMN4

I've spent most of this week working with VPs at Private Equity firms - the hot topic was DELEGATION. I introduced the ACT acronym for delegating effectively in my book, Battle to The Top. Remember these three elements - Action, Context, and Timing - when delegating tasks this week. You'll be on the right track if all three elements are there when you delegate. https://lnkd.in/ex8bWArR And remember, all profits go to veteran charities. #productivity #delegation #leadership #battletothetop #leadershipdevelopment #executivecoaching

Good article with insight for advisors and how initiating the philanthropic conversation can help you meet client expectations and needs. #philanthropy #wealthadvisor #financialplanner