ECCO Select’s Post

Save the date for the Summit! Our full agenda will be announced January 30 and more details to come about the PMR Charities Golf Outing on April 9. #intellusWW #WeAreIntellusWW #intellusYP #mrx #insights #HCinsights #IntellusMemberNews

Our advisors enjoyed a Sunday fun-day at the Valspar Championship PGA golf tournament. Special recognition to John S. Mosher, CFP®, CEPA®, ChFC®, CLU®, AEP® for his 15-year involvement as a Copperhead. Since 1977, the Copperheads have been able to generate $50+ million for local charities. Unique Wealth is a proud sponsor of the Valspar Championship. #valsparchampionship #copperheads #copperheadcharities #birdiesfortampabaycharities #wealthmanagement #financialadvisor #financialadvisors #financialplanning

How should charities manage internal disputes? In our latest edition of CharitEpulse, the trio discuss the intricacies of in-house tension, to ensure focus remains on delivering their charitable purpose. Watch here: https://bit.ly/45QkaTS Charles Mesquita Catherine Rustomji James Saunders #quiltercheviot #trustees #CharitEpulse #CharityChats #Charities #CharitySector #CharityNews

What Happens When You Include Charities in Your Will Including charities in your will is a noble and impactful decision that can leave a lasting reputation. When you choose to leave part of your belongings to a charitable organisation, you are making a significant contribution to causes that matter to you, ensuring your values continue to influence the world even after you are gone. This blog explores the process, benefits, and considerations of including charities in your will. Click the link below to read more: https://lnkd.in/eRZ_HG3V #willwriting #thewillcentre #plymouth

Such an important sector - uncover the pulse of the charity sector in the Kreston UK Charities Report 2024. With findings on financial resilience, recruitment struggles and digital security, equip yourself with the knowledge to drive positive change within the sector ⬇️ #CharitySector #UKCharities #CharityReport

Those of you who know us, know how much we rate Trybooking UK and the team behind it. So much so, that they have been a recommended, 'Go To', associate partner in the Hospitality Partnership since we changed the business model in 2021 to offer a host of different expert resource on a flexible and 'as needed' basis. This testimonial from the CEO Liz Stewart of Scotland's Garden Scheme, just dropped, and it shows how effective the Trybooking UK platform is for event and ticket sales. But the platform offers so much more, even seating/table plans, menu choices and dietary notes, takes payment, sends itineraries etc. And guess what it's totally free to use for non-charged events and more competitive than many other platforms for charged events, oh and you only get charged on each ticket sold, so no risk or financial outlay. Is it important for you to work with UK businesses, then yep, TryBooking are here in the UK not North America. An amazing team to help and support you, lead by Joan Lind if needed. Give it a go, honestly, you'll wish you had moved sooner :-) #hospitality #Events #exhibitions #ticketsales

Great article from Paul Ridout in the Independent Schools magazine on page 20 - 21. Talking about the latest phase of the Charities Act 2022 coming into play. Paul says in the article that ”While navigating the process (of amending a governing document) may require legal counsel, ultimately, these changes ensure schools remain true to their founding purpose while having the flexibility to adapt to an ever-changing social and economic environment.” Connect with Paul to find out more - https://lnkd.in/ezPnKXMi #IndependentSchools #CharityLaw #GoverningDocument

Warlows Legal is always looking for comprehensive insights into the world of charities and giving. The JBWere NAB Charitable Giving Index for August 2023 provides a great understanding into how different sectors of charities are performing, and how Covid affected donations, which you can read about below. https://lnkd.in/gcZhFnvv

No good deed goes unrewarded! Corporate philanthropy is more important than ever, now that many businesses are using their corporate wealth to invest in local communities and charities. Making a difference can have a huge impact and we encourage you to get involved. #DoGood #BusinessForGood #CorporatePhilanthropy

Building Trust, Enhancing Transparency: Why Annual Reporting Matters for Charities! 📈 For charities, annual reporting to the ACNC is a vital process. By being open about their financials and operations, charities showcase their commitment to making a real impact in the communities they serve. Annual reporting also helps streamline unnecessary regulatory burdens, allowing charities to focus more on their core mission. For assistance in your annual reporting, get in touch with our team today. #CharityTransparency #BuildingTrust #MakingAnImpact