Edward Garrett’s Post

Are you ready to transform your family's charitable intentions into a sustainable philanthropic legacy? Learn from the Miller family's journey, where a process-driven approach paved the way for multigenerational engagement and community impact. Explore the seven steps to success, from unlocking shared values to measuring impact, and see how philanthropic advisors can help guide your family's journey. Click here to read more: https://zurl.co/dCvP #FamilyPhilanthropySuccess #LegacyBuilding #ImpactfulGiving

Are you ready to transform your family's charitable intentions into a sustainable philanthropic legacy? Learn from the Miller family's journey, where a process-driven approach paved the way for multigenerational engagement and community impact. Explore the seven steps to success, from unlocking shared values to measuring impact, and see how philanthropic advisors can help guide your family's journey. Click here to read more: https://zurl.co/dCvP #FamilyPhilanthropySuccess #LegacyBuilding #ImpactfulGiving

What questions should you ask in constructing your philanthropic portfolio? Julia Chu, Head of Philanthropy and Family Governance Advisory, explores how you can build your nonprofit portfolio for maximum impact. Read the full article by clicking the link below. #Giving #Philanthropy https://lnkd.in/euwdBAR4

A 2018 U.S. Trust survey found that 80% of advisors reported making it a practice to ask their clients about philanthropy, yet only 45% of high-net-worth individuals are fully satisfied with philanthropic discussions with their advisors. Check out this article: https://lnkd.in/dy3FH9Xr #philanthropy #GivingCompass #DonorAdvice #ImpactfulGiving

It’s time to redefine trust in philanthropic relationships. Marieme Daff, executive director of Firelight Foundation, emphasises the importance of "letting go" in donor-grantee relationships and allowing communities to define and drive their own success. This shift from traditional philanthropy to community-driven systems change is crucial for sustainable impact. Discover how Firelight put this approach into practice and how it has succeeded in improving lives in the communities in which they work. > https://bit.ly/4eDB8IT #Philanthropy #CommunityEmpowerment #SustainableImpact

Cultivating a passion for philanthropy is important work! Many thanks to Crain Currency for the opportunity to share my thoughts on cultivating a passion for philanthropy in the next generation. Philanthropy is important to the UHNW families we serve, who are diligent about engaging their children in charitable activities from a young age. This shapes their character and sparks a lifelong commitment to making a difference. Check out the strategies I've outlined in my recent article for ways to empower the youth and build a brighter future: 

Looking forward to this conversation on #leadershipdevelopment strategies with peer foundations at Exponent Philanthropy!

The Four Stages of Philanthropy can help you identify where you're at in your philanthropic journey and how to gift more intentionally. #TeamFirstRepublic

At Callan Family Office, we understand how clients are serious about nurturing philanthropic values in their children. They see it as an important way to invest in the future, and we couldn’t agree more. Betty Pettine, CAP®, our Director of Philanthropic Consulting, shares valuable strategies with Crain Currency for cultivating a passion for giving back in children and teens. Looking for the right strategies on how to get your kids involved? Read Betty’s full article here: https://lnkd.in/dEyrTngy

Calling all financial and philanthropic advisors: what are you seeing in this moment, as families and philanthropy echo the times? Just today I heard of growing interest in spending policies and spend-down rates. Join Dien Yuen 袁詩鈿 Crystal Thompkins,CAP®,CSPG (she/her) and Tony Macklin, CAP® Aug. 20 or 28 for Daylight's vantage. I'll be exploring these 8 Trends for the first time, too, and know the Impact Philanthropy Advisor certificate, designed just this year with decades of combined experience, is the best foundation for practice today and tomorrow (https://lnkd.in/ddDiW9P7).