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.
Marta Ferro shares about integrating values, goals, purpose in life and the human side of acting as a holistic advisor.
As with any investment, the decision to support a nonprofit should be grounded in empirical evidence. An organization is worthy of investment if it’s having a concrete, positive impact in the community and it’s run well enough to maintain operations sustainably. Exceptions include startups that have exciting potential but may not be far enough along…
The ground was already prepared for these shifts. Charitable giving has been rising consistently in the United States, while consumer behavior has become more and more socially and environmentally conscious. These trends have driven and coincided with rapidly shifting attitudes in the private sector—companies increasingly recognize that they can’t afford to ignore pressing social issues. Executives are…
Programs will only be as good as the organisation implementing them, which is why the move towards capacity-building grants is so important for the nonprofit sector. Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. Grantors often think about impact in terms of the specific…
It seems every year we find ourselves saying that the past year was one to learn from. But it always seems to be true, particularly when we set aside some time to reflect. Philanthropy is not immune to the sentiment, particularly in our personal giving, and we believe there is a lot of value is…
This is designed to walk you through the things, activities, and relationships in your life and how they may have changed in the past year. As you work through the three categories (letting go, on the horizon, holding tight), give thought to areas that are both front of mind, and those that may be a…