At DAG, we believe in building a legacy that extends beyond financial success. Let your generosity inspire and transform lives for generations to come. ➡www.donnellyadvisors.com #DonnellyAdvisorsGroup #EstatePlanning #LegacyPlanning #Philanthropy #LeaveALegacy #MakeADifference
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President DAG Inc. / Legacy, Financial, & Wealth Strategist / Wealth Transfer / Family Meeting Facilitator / Speaker
At DAG, we believe in building a legacy that extends beyond financial success. Let your generosity inspire and transform lives for generations to come. ➡www.donnellyadvisors.com ➡[email protected] #DonnellyAdvisorsGroup #EstatePlanning #LegacyPlanning #Philanthropy #LeaveALegacy #MakeADifference
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Championing Inclusion Through Business & Creativity | Bestselling Author | Speaker | Business Development | Autism Advocate | Storyteller | Recovering Teacher | President of The Autism Hero Project. I do what I love!
This is a testament of storytelling that moves you to consider life after death.
Senior Director Of Development - Corporate Partnerships, Major Gifts, & Planned Giving
Just finished watching this an the ending truly struck a chord in its final moments. Sometimes, it's the ending that leaves the deepest impact. Please try not to cry. #Moved #ThoughtProvoking #Philanthropy #GivingBack #GiveLife
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Strategic Advisor to Philanthropists & Foundation CEOs | I help ultra-high-net-worth donors and foundation leaders increase the clarity, impact, and joy of their giving.
Whether you are just a grass-roots start-up company or CEO of a national organization, as human beings, we depend on levels of trust to guide us into new relationships and to see them through even when the going might get tricky. I have put together five keys to establishing trust. Check them out here: https://ow.ly/FnS350PGW3E #Philanthropy #Philanthropist #TrustedAdvisor
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Global Families | Entrepreneurs & Exit Planning | Global Executives | Impact Investors & Philanthropy | Foundations | World Class Athletes & Entertainers
Greetings, Why should wealthy individuals and families engage in #philanthropy, and what’s the best way to get started? I invite you to listen to the latest episode of The Pulse by Bernstein. Joaquin
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Today is the last day to register for tomorrow's webinar on the Best Practices for Utilizing Social Media in Prospect Research! Click the link before you forget: https://ow.ly/NV2R50QFAKh #somethinginsightful #philanthropy #prospectresearch
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Disasters are occurring at an increasing frequency, and I see the amazing work that Center for Disaster Philanthropy does in disaster recovery around the world. This #GivingTuesday, join me to help them continue their efforts: https://lnkd.in/e6Dp4S4Z
It’s #GivingTuesday! Will you make a gift today? During Giving Tuesday, we’ll highlight some of the ways that our values guide our work: https://lnkd.in/gG_4Nx-n #CDP4Recovery #disaster #philanthropy
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Partner and Private Wealth Advisor with Symphony Financial, Northwestern Mutual Private Client Group | Elevated Wealth Management #retirementplanning #investing #estateplanning #Insurancestrategies #wealthbuilding
YOU NEED A GOOD PLAN IF YOU WANT TO LEAVE A LEGACY— one that considers your life and loves, your goals and your values. And you’ll want to balance investing for growth and protecting what matters most. Reach out and let’s start building together. #legacyplanning #familylegacy #philanthropy
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We don’t have to follow the status quo. In fact, enacting meaningful change demands that we don’t. Something new and beautiful waits for us on the other side of this work. #Philanthropy #CommunityInvestment #Community #RestorativeJustice #TransformativeJustice
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We're closing out Estate Planning Week with an article by Steve Wagner, JD, CPA, who chairs CFSA's Professional Advisor Network. Read more about "Your Estate Plan: Why & Where To Start" at https://cfsaz.org/news/. #estateplanning #philanthropy #Arizona #giftplanning
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