Angeles Wealth Management Goes On A “Mission”
Angeles Wealth Management has launched a “mission-related” investing program so that clients can blend their investment and philanthropic goals.
Don’t give up on charitable giving just yet
A bear market and inflationary pressures may have many Americans feeling less wealthy lately, but not necessarily less generous.
Tough Markets, Increased Pleas For Help—Challenges for Philanthropy
Philanthropists have a lot to contend with this year: a period of falling market values that hit assets, a potential squeeze on donations as people watch their finances more closely, and rising requests for help.
Six Tips for Impactful Research
Q3 is well underway — is your organization operating against accurate information as you develop goals for the coming year, and beyond? And, do you know what you don’t know about the audiences and communities you serve and hope to engage ahead? These are questions worth considering at any point in time — and especially…
The theory of giving: The ‘why’ behind philanthropy
Learn about the importance of creating a philanthropic giving strategy for families and individuals with wealth and philanthropic vehicles such as family foundations.
Financial advisors building up holistic planning capabilities
Marta Ferro shares about integrating values, goals, purpose in life and the human side of acting as a holistic advisor.