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February 2024
Hope you are well!
Philanthropy Friday on LinkedIn Live
Our audience continues to expand with every episode of “Philanthropy Friday” webinars on LinkedIn Live
I’ve been hosting it on alternating Fridays from 12:00-1:00 pm EST, usually accompanied by expert guests from several fields, all active in a variety of philanthropic endeavours.
The growing audience includes Charities, Foundations, Donors, Insurance & Investment Advisors, Estate Planners and Professional Advisors
Our Feb 19th episode: “How We Work With Charities” is a MUST WATCH for all Charities, Foundations and Fundraisers.
In case you missed it watch it
Here
With rare exceptions, every charity and foundation operates under pressure to raise funds using limited resources to keep the lights on. Perhaps there’s a capital campaign every few years for a special project or to “catch up”. The area of planned legacy giving doesn’t get the attention it deserves.
I explained how we work with charities and foundations and shared many of my experiences garnered in the past 33 years of professional practice that can benefit your organization.
We have helped raise almost $200 million for charitable organizations, usually by educating their supporters on strategies to convert taxes to generous gifts and by sharing best practices with allied professionals in the fields of life insurance, accounting, law and financial services so that they too can incorporate philanthropy into clients’ estate planning.
Our Feb 23rd episode: “Generative AI and the Future of Work” with special guest Jonathan Leibtag, Senior Counsel of Microsoft’s Strategic Pursuits Team.
Jonathan is deeply engaged with engineering teams and business leaders across the company tasked with driving its AI ambitions.
We discussed ALL things Artificial Intelligence (AI) and how professional advisors, charities, fundraisers and philanthropists can be utilizing AI to maximize their efforts, do more good, optimize client and donor attraction and retention, and embrace AI for their business.
Jonathan leads a global legal team dedicated to supporting Microsoft’s most strategic, complex and novel transactions across its commercial business. In addition to transactional work, Jonathan is deeply engaged with engineering teams and business leaders across the company tasked with driving its AI ambitions. Prior to joining Microsoft, Jonathan was an M&A lawyer at a prominent downtown Toronto firm. Jonathan holds a Law Degree from the University of Western Ontario and a BCom from McGill University. Jonathan currently teaches an MBA course in organization studies at the Schulich School of Business at York University in Toronto.
In case you missed it watch it here:
https://www.linkedin.com/events/generativeai-thefutureofwork-wh7164304656947441665/theater/
Foundation Magazine - “Strategic Philanthropy Unlocks Larger Gifts”
Read it here: https://bit.ly/42Gv251
Learn about 3 case studies and how charities are helping their donors to create large current gifts and legacy gifts often just by converting taxes into generous charitable gifts.
Let’s Connect
Please connect with me on LinkedIn to ensure you receive timely announcements, event notices, etc., and let me know if you have any questions, suggestions, or if you would like to be a guest. for future episodes of Philanthropy Friday.
Are you an Insurance Advisor or Investment Advisor who already has (or wants) HNW clients and wants to become a specialist in how to incorporate Strategic Philanthropy Using Life Insurance into your clients’ estate planning?
Consider joining our $1Billion community of 100 Allied Professionals, Accountants, Lawyers, Insurance Advisors, Investment Advisors, Bankers, Estate Planners https://wealthinsurance.com/billion.php
Does your Charity or Foundation need help?
Are you a Charity or Foundation with a desire to expand your planned legacy giving programs? We would love to help your organization too. Please be in touch to set up a time for a zoom meeting or old-fashioned phone call. It will be a great investment of time!
In case you missed an earlier edition of CharityMATTERS, click here to see every issue.
Thanks in advance
Mark
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