Bridgepoint Investment Banking’s Post

Legacy Management isn't just about numbers; it's about nurturing relationships and safeguarding legacies for a brighter future. Donna Barclay, Head of Legacy Income Management at RSPCA shares her refreshingly honest perspective in this interview, which is the latest in our Legacy Limelight series. Dive in to explore her thoughts on the changing shape of legacy management, and the vital role her team plays in stewarding charitable legacies. Read more: https://lnkd.in/ekMd-yZx #LegacyManagement #CharityImpact

🚀 Exciting update from me at Together CFO! I've just released a video on the strategic advantages of private foundations, a preferred tool among financial elites like Bill Gates and Warren Buffett for managing wealth and charitable contributions effectively. Whether you're an entrepreneur or a high earner, this strategy could significantly lighten your tax load and create impactful, enduring legacies. 👉 Watch the video to learn how private foundations can work for your financial planning and charitable giving! 🔗 https://lnkd.in/geiH2tzV #Philanthropy #WealthManagement #PrivateFoundations #StrategicGiving

Prodigy Finance! To finance with loans for interest to support the third world /commonwealth countries-students lighten their burden of huge study costs for higher study and thereby contribute in conversion of human into human resources combindly: perhaps it is the most profitable business network now in the world! So try to revise your old-obsolete-British minded policy to retain your shared businesses in the modern world of sustainable business mainly driven by holistic marketing strategy and approach to explore and pick it up not cunningly but with utmost trust and honesty otherwise you may lose yours to the honest and sincere competitors very soon!

More often than not, boards of directors of nonprofit organizations are made up of business and community leaders who are not typically embedded in the day-to-day operations of charitable organizations. That’s why it’s important to focus on continuous learning opportunities for your board members, including (and especially) board members’ roles in maintaining your organization’s financial stability. Read more here: https://buff.ly/48XL6RR

In this episode of “The Jay Tyner Show,” Certified Financial Planners™ Matt Landon, CFP®, and Jordan Shinsky, CFP®, both financial advisors at Semmax, discuss the principles and practices of charitable giving. They debate the essential steps to ensure that your charitable efforts are both impactful and efficient, covering key topics such as the importance of maintaining receipts for tax deductions and the need for appraisals on significant gifts. Their discussion also extends to more intricate subjects like itemizing deductions, understanding the limits on annual deductions, and the role of strategic tax planning in enhancing the effectiveness of your contributions. Watch the full episode here: https://lnkd.in/e3AtEtKY.

Engaging the Next Generation: Strategies for involving younger generations in philanthropy emerge as a crucial theme. Drew Hoeven and Shelley Hoss explore effective methods for cultivating a philanthropic mindset among the next generation, ensuring continuity and sustainability in charitable endeavors. Watch the full episode on our YouTube channel: https://lnkd.in/gYaVKnsz #DisruptiveLeadership #NextGenLeaders

Fall into Philanthropy 🍁 Join us for a "Panel Discussion: Corporate and Small Business Social Responsibility." Understand why these companies give, the way they give, and how you can to best place your charitable contributions.

Fall into Philanthropy 🍁 Join us for a "Panel Discussion: Corporate and Small Business Social Responsibility." Understand why these companies give, the way they give, and how you can to best place your charitable contributions.

Veteran Housing Corp says that IF YOU ARE NOT PART OF A PERMANENT AND LASTING SOLUTION TO THE AFFORDABLE HOUSING CRISIS AND HOMELESSNESS, YOU ARE THE PROBLEM! THE AFFORDABLE HOUSING INDUSTRIAL COMPLEX IS BROKEN AND NOT WORKING FOR AMERICAN TAXPAYERS Veteran Housing Corp would ask every TAXPAYER to demand and get answers from their elected and appointed government officials the below questions as they relate to any affordable, workforce, or supportive housing project in your community! 1. How much local, state, and federal funding, tax credits, or other government benefits or incentives did the project receive? 2. What is the affordability period for each project? Is the affordability period permanent and in perpetuity? 3. What guarantees exist have your local, state, and federal government officials obtained in writing that rents will not go up or that tenants will not be displaced or evicted after the "affordability period expires? Every local, state, and federal housing authority and affordable or workforce housing stakeholder should adopt the State of Vermont's "permanent affordability" policy as a model for all future government funded or subsidized housing projects or developments, no exceptions! https://lnkd.in/eFEUC8c8 Additionally, local, state and federal housing agencies should look to the Helsinki, FINLAND MODEL of ending homelessness by providing affordable housing for all 'It’s a miracle': Helsinki's radical solution to homelessness https://lnkd.in/er9HZSQU Even the U.S. Department of Housing and Urban Development AGREES THAT adopting FINLAND'S MODEL OF ERADICATING HOMELESSNESS may be of great value to resolving the affordable housing and homelessness crises in America https://lnkd.in/gkSZWYRU

I’m just finishing up my first year as a Board Member for Apparo - Business and Tech Solutions for Nonprofits and I have to say: I’m so proud to be working with this group of incredible people. This annual advance meeting was one of the best board meetings—honestly, one of the best meetings!—I’ve ever experienced. Why? Because it was a great combination of learning, collaboration, and engagement. In fact, I left this meeting so energized—and with a better understanding of both my fellow board members and the opportunities and challenges for Apparo—that I decided to write about it. My full blog post is in the comments below, but in brief, here are the four shifts that were made at this board meeting to create maximum engagement: ✔️ Make pre-reading a prerequisite. We’ve all been at those meetings where you sit and go through a huge slideshow of data—one that was probably emailed to you several days in advance. Asking board members to read everything ahead of time—and hold the first 20 minutes for any questions or concerns related to the pre-read materials—will help you get to meaningful discussion much quicker. ✔️ Develop specific discussion questions. Having a set of questions that guide your meeting conversation—whether it’s related to a specific challenge or theme the board wants to tackle—makes it possible to stay on task and actually talk about the important issues. ✔️ Break the mold of a “typical” board meeting. Board meetings need structure, but that doesn’t mean they can’t be fun. Have a set part of your agenda devoted to celebrations, or gamify your meeting (this is what was done at this meeting, with Apparo trivia!). It’s a great way for your members to learn about your organization and connect with others. ✔️ Give board members opportunities to get to know each other. This is incredibly important—boards are stronger together, and that means being able to trust one another. Consider baking in pre- or post-networking into your board meetings by having a social hour, or grabbing dinner together afterwards. Thank you again to the Apparo board for this impactful meeting. I appreciate you all!