PhilanthPro was developed specifically for financial advisors and clients with foundations, donor-advised funds, and charitable trusts. The innovative software allows advisors to engage with their clients to create goals-based financial plans for philanthropy. Taking key inputs, the software generates interactive scenario reports for informed discussion and decision-making. PhilanthPro also allows users to plan grant commitments using an interactive grant planning tool. In addition, PhilanthPro offers a suite of tools to make day-to-day management and administration easier.
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Our Founder and CEO, Nicholas Palahnuk shares his personal journey in Philanthropy and talks about the importance of strategic planning. #philanthropy #strategicplanning #financialadvisor
In the spirit of community, I share a bit of my own personal story in this piece as we kick of this new Q&A series in Foundation Magazine. Enjoy!
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PhilanthPro Solutions partners with GiveTeam to empower advisors in strategic philanthropy! Advisors now have access to advanced financial planning tools and charitable expertise to better serve clients in the $10K-$1M donation range. https://hubs.la/Q02Vw5VG0
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At the DAF Giving Summit in Nashville last week, our panel discussed tools, tech, and best practices for wealth and philanthropic advisors who work with inheritors. Some of the takeaways from my conversation with Ella Chase, Janell Turner, and Marisa Swystun were: *Inheritors are often even more motivated to give back through philanthropy than original wealth generators, and increasingly, these inheritors are expressing interest in learning more about how to spend down charitable accounts in order to deploy capital more quickly to frontline organizations. *Many of the people who have funds in DAFs still report that they feel a disconnect between the support they want for their philanthropic activities and the support that financial advisors provide. Financial advisors often focus on helping their donor-clients select an appropriate giving vehicle, like a DAF or a foundation. *Even with this kind of advising and matchmaking, clients often want more robust support on how to align their finances and their giving strategy with their values and how to have the biggest impact on substantive issues. *A robust ecosystem does exist to help donor-clients with all the aspects of developing and executing an intentional giving strategy. Stronger referral relationships and partnerships between advisors who specialize on different aspects of philanthropy and wealth management can help close many of the gaps. Greater knowledge about philanthropy among financial advisors, the first touch point for most wealth holders, can also go a long way to address clients' advisory needs. *Inheritors have higher expectations for streamlined technology and forms of communication. As more and more money is transferred to inheritors, we expect the demand for new philanthropy technology to increase. Some of the emerging "phil-tech" technology, like PhilanthPro, serves as a conversation starter between advisors and clients, and an educational tool that nudges clients towards more intentional and trust-based philanthropy. With great thanks to Gideon Taub and the entire team at Ren for inviting PhilanthPro Solutions to be a part of this important conversation.
DAFs are so much more than piping between donors and the front-line nonprofits they support. This is such a great Made-in-Canada story of the innovation and forward-thinking mindset we're seeing in the DAF space. Malcolm Burrows and Aqueduct Foundation, keep up the amazing work and share about it so we can all celebrate and grow as a sector!
🌲 Celebrating a Landmark Partnership in Conservation 🌳 On Galiano Island, BC, a 116-acre piece of land, ecologically significant and home to at-risk species, faced an uncertain future. The Galiano Conservancy Association had long recognized the importance of protecting the land but found themselves stretched thin, already committed to another major conservation project. With time running out and developers interested, the future of the property hung in the balance. In a fortuitous twist, Aqueduct partnered with the Conservancy, acting as the interim owner, giving the Conservancy time to secure funding and protect the land permanently. Thanks to this collaborative effort, the Quadra Hill land will remain a vital link in the island’s network of protected lands, preserving forests, wetlands, and dry ridges for future generations. This partnership stands as a powerful example of what’s possible when shared values and innovative approaches can lead to conservation achievements. Read more about this partnership in our 2023 Annual Report: https://lnkd.in/gBVQWbtU To learn more about the Galiano Conservancy Association, visit their website: https://lnkd.in/ge6PTP4D #ConservationStory #CollaborativeImpact #QuadraHill #AqueductFoundation #GalianoConservancy #LandProtection #Philanthropy #Biodiversity #Sustainability
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I look forward to speaking at the DAF Summit in Nashville on Thursday. Our panel is Tips, Tools and Tech for Advising Inheritors, moderated by with panelists, Ella Leah Chase Hyland, Janell Turner (formerly Johnson), CAP®, and Marisa Swystun !
Financial planning is critical to help donors achieve their philanthropic goals. PhilanthPro stands behind the purpose and values of the Financial Planning Association (FPA) as a champion to enhance engagement and strategic value with clients.
Are you at the FPA Annual Conference in Columbus? If so, say hello to Daylight's Director of Engagement, Megan Lemieux Bell! Nicholas Palahnuk Tiffany House CAP®, CEPA, FCEP Darin R Shebesta, CFP®, AIF®, CAP®
What an incredible opportunity for Nicholas Palahnuk to see firsthand the impact of climate change in our world. While it is sad to see the ice sheet rescinding, we are hopeful that his work, alongside Forward Global and Active Philanthropy, can inspire climate action around the world.
The ice sheet in Greenland is melting. The consequences are dire. I had the privilege of travelling with Forward Global and Active Philanthropy to Greenland this past week to discuss in community with other philanthropists how we can activate our influence to help reshape the future. Please talk to me about adding a climate lens to your philanthropy or investments. Our future depends on the decisions we make today. #climatecrisis #climatephilanthropy #energytransition
Foundation Magazine's latest article of Get Money Moving with Nicholas Palahnuk, features none other than Jen Risher, cofounder of #HalfMyDAF. You don't want to miss her insights as to why now is the most important time to take action in your strategic giving plan. #HalfMyDaf, #Philanthropy, #PhilanthPro
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Excited to share Dr. Xanthe Scharff joined our advisory board to advance our thought leadership around women and the next gen entering philanthropy! The share of wealth held by women and younger generations is growing at unprecedented rates. At PhilanthPro, we support women, next generation wealth holders, and all individuals involved in bold and sustainable giving. #philanthropy #research #women #nextgen
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Excited to have PhilanthPro’s Dr. Xanthe Scharff participate in Women Moving Millions’ Annual Summit in #NewYork. #WomenMovingMillions is a donor collaborative that has catalyzed over $1 billion for a gender equal world!