Kaiser Permanente’s Post

There were so many important conversations happening during the 2023 CAHC, including the discussion of parents leading in housing policy. Check out this and all other recordings from the Conference here: https://bit.ly/3TGPRuJ

💡 Are you aware of the Donor Advised Fund or DAF model for philanthropy but not sure how it stacks up against the traditional charitable trust structure? Read this blog from our Head of Legal, Rachel Steeden, first published by STEP – Advising Families Across Generations. 🙌 👉 https://buff.ly/3SapCdz #DonorAdvisedFunds #Philanthropy

Explore affordable cremation options in Florida, get answers to cost-related questions, and discover assistance resources for state, county, federal, charitable, and nonprofit support in times of loss. https://bit.ly/3NSujHO

Don't Forget: Companies Need Philanthropic Advice, Too Clients wear many hats. They are children, parents, siblings, and volunteers for charities. Many of your clients are also corporate executives or small business owners. Addressing your clients’ corporate giving needs alongside their individual and family philanthropy priorities is sometimes an overlooked component of estate and financial planning. The Community Foundation can help. Read more: https://bit.ly/45ecYjS

We're grateful for the leadership of our board and the charitable mission we get to advance every day. Learn more about The DeBruce Foundation's founding, history, and impact from 2018-2022 by reading our Mission Report: https://lnkd.in/gh75NUTF #ExpandingPathways #EmploymentEmpowerment

How do you build community? By fully committing to the people and places around you. At Fitzpatrick Lentz & Bubba, that looks like attorneys and staff supporting local and regional organizations through community service projects, charitable contributions, sponsorships, and board/committee representation. Businesses have everything to gain from cultivating strong ties. #Community #Business #Commitment

As winter wraps the world in its chilly embrace, it’s a season that encourages reflection, generosity, and thoughtful planning. Explore the winter edition of our Trust Matters newsletter as we delve into two vital aspects of trust planning: charitable trusts and legacy wealth. These are the gifts that keep on giving, providing not only for your loved ones but also for the broader community and future generations! https://lnkd.in/g9Z_H5NP

Nonprofit organizations involve understanding the diverse classifications and exemptions granted by the Internal Revenue Service (IRS), with 501(c)(3) standing out as a cornerstone category. This article explores the multifaceted realm of 501(c)(3) organizations, encompassing charitable entities, religious institutions, private foundations, political organizations, and other nonprofit groups. By delving into the unique roles and contributions of each, we gain insight into the rich tapestry of the nonprofit organization and its crucial impact on society. https://lnkd.in/gi2BaDEd

If you are an Estate Planning Attorney and want to learn more about helping your clients find solutions that align with their Catholic faith, join us for this free webinar!

Our 2024 Family Business Survey results are in! From profitability being the leading answer for how family businesses define success to making charitable donations being a top response for philanthropic support initiatives, our survey reveals the similarities and differences of family owned businesses across generations. See the results here: https://brev.is/uOYeT. #CenterForFamilyOwnedBusinesses