Communication Financial Planning Nonprofit 
Carson Wealth
JANUARY 28, 2025
Why Philanthropic Planning Matters There are two main reasons for taking the time and effort to make a philanthropic plan. When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Establish a budget and schedule for giving.
Abnormal Returns
JANUARY 30, 2023
standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. kitces.com) How to communicate with a client leaving your practice. riabiz.com) Why the CFP is splitting into two organizations.
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eMoney Advisor
JANUARY 12, 2023
We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Read on to learn how you can make a difference for those in need in your community.
Walkner Condon Financial Advisors
FEBRUARY 15, 2024
The nonprofit sector has a path forward, but it needs the help of individuals, institutions, and government to get there. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.
Carson Wealth
MAY 30, 2025
Although sophisticated tech solutions have been slower to reach the nonprofit world than some other sectors, their arrival was inevitable. Today, they can help make charitable giving a simpler and more effective component of your financial plan. Plus transparency can help nonprofits operate better.
SEI
SEPTEMBER 6, 2022
Nonprofits and healthcare organizations. Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . Tue, 09/06/2022 - 09:30. Cybersecurity.
Clever Girl Finance
JANUARY 26, 2024
Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit. Trained and certified coaches meet with anyone who wants help to develop a financial plan to pay off debt. As one of the NFCC-affiliated agencies, Credit.org is a nonprofit credit counseling service.
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