182 Results for “community” in Events

The wealth management industry has steadily increased fee-based advisory services, complementing or entirely replacing income earned from assets under management. Two drivers of this shift are the competition from lost-cost investing options shrinking firms’ profit margins, and the interest of rising generations and mass-affluent clients in fee transparency. Community foundations have also been experimenting with fee-based advisory and grantmaking services, Read More

The demand for philanthropic advice is increasing and, in response, more firms and organizations are hiring advisors to wealthy donors and families. However, our field of philanthropic advisors and consultants is a beautiful mess of talents, perspectives, responsibilities, and expectations. In October 2022, the American College of Financial Services convened 50 experts and practitioners to envision a more cohesive future Read More

Families often balance giving based on shared purpose and priorities with allowing members to pursue individual interests and goals. The tension between those two goals increases as new voices join the decision-making—spouses/partners, younger generations, non-family advisors, and more. NCFP and Lansberg Gersick Advisors (LGA) recently completed a study of how families navigate the tension and successfully sustain collaborative philanthropy. LGA Read More

We are creating time for peer learning and connection based on experience with philanthropic advising for multi-generational families. Bring a challenge to share or a recent success or 2023 goal to share with your peers. We will divide by experience level using zoom breakout rooms and have a group share back. This interactive call will be hosted on Zoom meeting Read More