Wilson Elser’s Post

During my career as a financial planner, I often began conversations asking clients to consider what would happen to those they loved after they were gone. It is an important question to consider. Equally important is understanding the role philanthropy can play in answering this question. Please join my knowledgeable colleagues Janos and Ethan as they dive into the strategies you can use to help clients identify their philanthropic legacy.

Join my colleagues for a 30-minute webinar on July 17 at 1 p.m. ET as they discuss the importance of legacy planning, your role in the process, how DAFs can be a great vehicle for legacy building and the options for succession plans offered by National Philanthropic Trust. Register here: https://lnkd.in/g-ewmXf7 #legacyplanning #wealthplanning #taxplanning #estateplanning #donoradvisedfunds

A defined philanthropic legacy creates lasting impact for your clients and the causes they support. Join my colleagues Ethan Burke and Janos Major, CEPA®, CAP® for a 30-minute webinar on July 17 at 1 p.m. ET as they discuss the strategies and tools available to help your clients define their philanthropic legacy. Register here: https://lnkd.in/g-ewmXf7 #legacyplanning #wealthplanning #taxplanning #estateplanning #donoradvisedfunds

Learn more about the mission of the #NAAIAFoundation and the four focus areas of our philanthropic giving. #philanthropy #giving https://lnkd.in/gTa5NCHy

📢 Attention Financial Professionals: Important conversation happening today. Even if you can't make it, register and we'll make sure you receive a link to the recording. #financialadvisors #philanthropy #DAF

Holidays and year-end gatherings are ideal times to discuss your family's strategic philanthropic plan and the philanthropy you're involved in. Doing so can help you find joy in giving back to your community and renew shared values across generations. https://lnkd.in/gvBNXNvu

Published this week: Companies That Care 2023! 🎉 This special report features 79 companies that have gone above and beyond for the OC community through philanthropic efforts and accomplishments. #OCBJ #OCNews #CompaniesThatCare #OCBusiness

As an attorney, you can help your clients consider their philanthropic legacy during estate planning conversations. Learn more about how our philanthropic advising services can help your clients: https://lnkd.in/g-CBDmyU

Check out this podcast to learn more about Tech For Troops and the man behind the mission!

Solid advice from Joe Tsai - Chairman of the Alibaba Group on Philanthropy- it has to be approached like a business to ensure we execute in a sustainable way. It’s great to see leaders like Joe Tsai giving back. A lesson in leadership for all of us. It’s not always about money, give time , knowledge, mentorship and experience. #givingback #makingadifference #leadership #alibaba