A new year brings new connections. If you're new to Endowus, WELCOME — we're thrilled to have you! This is what we're about: We’re building the conflict-free future of #wealthmanagement. Embedded in our name is our mission to bring endowment investing, to all of us. Combining the best of the asset management industry and cutting-edge #technology, Endowus strives to empower every investor with conflict-free advice, institutional-quality access, and low, fair fees, to invest better to live better. Join over 100,000 individuals, family offices, charities, endowments, and institutions who are using the Endowus digital platform to manage their total wealth! Read more about what makes us different: https://lnkd.in/gPFNHt8r Get started today: https://lnkd.in/gm3PBfMk #Endowus #EndowusHK #InvestBetter
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The current financial landscape presents a major opportunity for nonprofits trying to grow in 2024. With the S&P 500 and crypto markets experiencing record highs, nonprofits focused on cultivating non-cash gifts are positioned for a pivotal moment for philanthropy. Download our Spring 2024 strategy memo to learn how your nonprofit can capitalize on the current market conditions and raise transformational tax-smart gifts: https://bit.ly/3VvWtgk
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📈Donor Advised Funds are growing more popular nationwide in recent years, and this growth shows at Park City Community Foundation. These funds are a great investment, and practical way to give to the causes you're most passionate about.💝 🔗 Read more about Donor Advised Funds and how to make the best use of them here: https://lnkd.in/egFYD_z5
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#GivingTuesday is tomorrow! From helping families navigate the school choice process, celebrating principals doing outstanding work, raising critical funds for City schools’ highest priority needs, and so much more, the Fund works to support the local educational system and the opportunities our students need to build a bright future. Together we can make an impact. Learn how you can make a difference this #GivingTuesday at https://lnkd.in/eSufdbi3
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PRI Learning Lab on February 6 📆 Have you considered ways to expand your philanthropic impact beyond grants? Program Related Investments (PRIs) are a highly versatile investment strategy that private foundations and public charities can use to advance charitable missions, including in years when investment portfolios generate smaller returns 👉 bit.ly/PRIloans Join an interactive learning lab led by Kara Ballester, President, BQuest Foundation; Kathlyn Mead, Chief Impact Officer, BQuest Foundation; and Nelli Garton, PhD, CEO, Tablecloth.io to get expert insights, review case studies, and even begin drafting an actionable PRI plan of your own. This is the first in a series of two PRI workshops hosted by Catalyst. The companion program, PRI Action Lab II: Giving Access to Capital through Bank Deposits and Guarantees, will take place in April/May 2024. Target Audience: Catalyst members interested in taking next steps in PRIs – this isn’t your PRI 101 session. If you are interested in becoming a member, please contact [email protected]. #PRI #programrelatedinvestments #impactinvesting #impinv #professionaldevelopment
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New York Life Investments’ dual impact ETFs aren’t your typical #ESG funds. They donate a part of their profits to non-profits that are working tangibly to address the themes that the ETFs invest in. In this episode of #ExchangeTradedFridays, sit down with us and Wendy Wong to discuss the IQ Healthy Hearts ETF (HART), as well as her firm’s other dual impact ETFs. 🎧 Tune in now: https://lnkd.in/g3JDtBk5
Healthy 'HART' ETF: A Fresh Spin on ESG Funds
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What impact can your investments have beyond financial returns? In this #ASXIdeasExchange episode, Caroline Gurney, Future Generation, joins Rory Cunningham, ASX, to discuss the intersection of philanthropy and investing. They delve into how Future Generation selects charities to support and how this philanthropic approach integrates with their broader investment strategy. Listen now https://lnkd.in/gSnW5KxT #SocialImpact #ImpactInvesting
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Volunteer Engagement Manager | Volunteer Retention | Fostering Long-term Commitment and Impactful Partnerships
As wealth transfers to younger generations, their giving habits evolve. Investment-based giving and Donor Advised Funds (DAFs) have gained prominence. Discover how to tap into this trend and engage younger donors who are eager to make an impact 💰💼 #GivingVehicles #GenerationalShift #FundraisingEvolution
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How much do you know about setting up and enjoying the impact of a donor advised fund (DAF) in the UK? The 'Donor Advised Funds in the UK' report has been published by Philanthropy Impact. It serves as a clear and digestible guide for advisers and clients alike, exploring DAF opportunities available in the UK, including what it's like to work with community foundations. Community foundations are locally embedded. This means our grant making is based on a sophisticated understanding of local need and how funding can be used for the greatest impact. To learn more about how community foundations manage DAFs and other DAF managers available in the UK, take a look at the report: https://lnkd.in/e_JDCDN3 #DonorAdvice #ProfessionalAdvice #UKPhilanthropy #FinancialAdvice
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It’s a great time of year to start thinking about trying something new, so get inspired by some of the great ways you could help raise funds and awareness for our research in 2024! Find out more at: https://buff.ly/3SUuhSt #CureParkinsons #CureParkinsonsFundraisingHeroes #FundParkinsons #ParkinsonsTogether
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Charities Wealth Manager @Tribe | helping investors achieve financial returns and positive change | Chartered Fellow CISI | Charity Trustee | running & cycling enthusiast
There is still time to join our webinar tomorrow, 9th November at 10am, where Liz Brownsell and I will discuss the updated charity investment guidance. We'll talk through.... - How we got here: What led to the new guidance & re-framed thinking - What’s changed: Main changes & what they mean in practice - What now: Recommendations for tangible next steps Registration link: https://lnkd.in/e6TJ2z-Z Tribe Impact Capital, Birketts LLP, #charityinvestment
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