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https://philanth-pro.vercel.app/news/

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1<!DOCTYPE html><html  lang="en"><head><meta charset="utf-8">
2<meta name="viewport" content="width=device-width, initial-scale=1">
3<title>PhilanthPro Pulse - News And Updates</title>
4<script src="https://static.cdn.prismic.io/prismic.min.js?repo=philanthpro&new=true" async defer crossorigin="anonymous" data-hid="prismic-preview"></script>
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11<style>@import"https://fonts.googleapis.com/css2?family=Poppins:wght@400;600;700&display=swap";.get-started{align-items:center;background:#fff;border:1px solid rgba(8,66,102,.25);border-radius:12px;box-shadow:0 4px 8px #0842661a;flex-direction:column;inset:20px;justify-content:space-evenly;margin:auto;max-height:700px;max-width:600px;overflow:hidden;padding:24px 40px 280px;position:fixed;text-align:center;z-index:12}@media (max-width:520px){.get-started{border-radius:12px 12px 0 0;inset:auto 0 0;max-height:80vh;overflow:scroll;padding:60px 20px}}.get-started:after{aspect-ratio:1/1;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' width='132' height='132' fill='none' viewBox='0 0 132 132'%3E%3Cpath fill='%23084266' d='M66 18.47c-26.206 0-47.532 21.325-47.532 47.532 0 13.034 5.283 24.875 13.824 33.458V86.302a39.1 39.1 0 0 1-5.657-20.3c0-21.714 17.679-39.38 39.379-39.38s39.379 17.68 39.379 39.38-17.679 39.407-39.38 39.407a39.4 39.4 0 0 1-15.265-3.079v8.722a47.5 47.5 0 0 0 15.266 2.496c26.22 0 47.532-21.326 47.532-47.546S92.22 18.47 66.014 18.47' opacity='.5'/%3E%3Cpath fill='%23084266' d='M65.998 0C29.6 0-.004 29.604-.004 66.002c0 24.07 12.965 45.189 32.28 56.711v-9.734c-14.6-10.51-24.127-27.648-24.127-46.991C8.135 34.096 34.092 8.139 65.984 8.139s57.862 25.957 57.862 57.849-25.957 57.862-57.862 57.862a57.8 57.8 0 0 1-15.266-2.052v8.403a66 66 0 0 0 15.266 1.789c36.398 0 66.015-29.604 66.015-66.016S102.396 0 65.998 0' opacity='.25'/%3E%3Cpath fill='%23084266' d='M94.578 66.001c0 15.766-12.813 28.564-28.564 28.564a28.54 28.54 0 0 1-15.267-4.423v-10.58a20.3 20.3 0 0 0 15.267 6.864c11.259 0 20.424-9.152 20.424-20.425s-9.165-20.41-20.424-20.41c-9.873 0-18.11 7.03-20.009 16.334A20.7 20.7 0 0 0 45.603 66v63.77h-8.14v-63.77q0-2.08.292-4.076C39.738 48.087 51.662 37.45 66.028 37.45c15.765 0 28.563 12.813 28.563 28.564'/%3E%3C/svg%3E");background-position:100% 100%;background-size:200%;content:"";left:0;opacity:10%;position:absolute;top:0;width:40%;z-index:-1}.get-started h2{color:#084266;font-size:2rem;font-weight:600}.get-started p{color:#084266}.cta-container{display:flex;flex-direction:column;gap:12px;margin-inline:auto;max-width:300px;width:100%}.cta-container .btn{justify-content:center;max-width:300px}
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12<style>@import"https://fonts.googleapis.com/css2?family=Poppins:wght@400;600;700&display=swap";.calendly-container{height:600px;width:100%}.book-demo{align-items:center;background:#fff;border:1px solid rgba(8,66,102,.25);border-radius:12px;box-shadow:0 4px 8px #0842661a;flex-direction:column;inset:20px;justify-content:space-evenly;margin:auto;max-height:820px;max-width:700px;overflow:hidden;padding:40px 0;position:fixed;text-align:center;z-index:12}@media (max-height:720px){.book-demo{max-height:80vh;overflow:scroll;padding:60px 20px}}@media (max-width:520px){.book-demo{border-radius:12px 12px 0 0;inset:auto 0 0;max-height:80vh;overflow:scroll;padding:60px 20px}}.book-demo:after{aspect-ratio:1/1;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' width='132' height='132' fill='none' viewBox='0 0 132 132'%3E%3Cpath fill='%23084266' d='M66 18.47c-26.206 0-47.532 21.325-47.532 47.532 0 13.034 5.283 24.875 13.824 33.458V86.302a39.1 39.1 0 0 1-5.657-20.3c0-21.714 17.679-39.38 39.379-39.38s39.379 17.68 39.379 39.38-17.679 39.407-39.38 39.407a39.4 39.4 0 0 1-15.265-3.079v8.722a47.5 47.5 0 0 0 15.266 2.496c26.22 0 47.532-21.326 47.532-47.546S92.22 18.47 66.014 18.47' opacity='.5'/%3E%3Cpath fill='%23084266' d='M65.998 0C29.6 0-.004 29.604-.004 66.002c0 24.07 12.965 45.189 32.28 56.711v-9.734c-14.6-10.51-24.127-27.648-24.127-46.991C8.135 34.096 34.092 8.139 65.984 8.139s57.862 25.957 57.862 57.849-25.957 57.862-57.862 57.862a57.8 57.8 0 0 1-15.266-2.052v8.403a66 66 0 0 0 15.266 1.789c36.398 0 66.015-29.604 66.015-66.016S102.396 0 65.998 0' opacity='.25'/%3E%3Cpath fill='%23084266' d='M94.578 66.001c0 15.766-12.813 28.564-28.564 28.564a28.54 28.54 0 0 1-15.267-4.423v-10.58a20.3 20.3 0 0 0 15.267 6.864c11.259 0 20.424-9.152 20.424-20.425s-9.165-20.41-20.424-20.41c-9.873 0-18.11 7.03-20.009 16.334A20.7 20.7 0 0 0 45.603 66v63.77h-8.14v-63.77q0-2.08.292-4.076C39.738 48.087 51.662 37.45 66.028 37.45c15.765 0 28.563 12.813 28.563 28.564'/%3E%3C/svg%3E");background-position:100% 100%;background-size:200%;content:"";left:0;opacity:10%;position:absolute;top:0;width:40%;z-index:-1}.book-demo h2{color:#084266;font-size:2rem;font-weight:600}.book-demo p{color:#084266}.cta-container{display:flex;flex-direction:column;gap:12px;margin-inline:auto;max-width:400px;width:100%}.cta-container .btn{justify-content:center}.demo-form{display:grid;grid-template-columns:repeat(auto-fill,minmax(180px,1fr));max-width:500px;width:100%;grid-gap:16px 20px}.input-wrapper{align-items:flex-start;display:flex;flex-direction:column;gap:4px}.input-wrapper label{color:#084266;font-size:.8rem}.input-wrapper input{background:#0842661a;border:none;color:#084266;font-size:.9rem;outline:1px solid rgba(8,66,102,.5);padding:8px 12px;width:100%}.input-wrapper input:focus-within{outline:2px solid #084266}.input-wrapper input::-moz-placeholder{color:#08426680}.input-wrapper input::placeholder{color:#08426680}@media (max-width:440px){.input-wrapper input{margin-right:0}}.input-max-width{grid-column:1/-1}
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13<style>@import"https://fonts.googleapis.com/css2?family=Poppins:wght@400;600;700&display=swap";.wide-logo{max-width:200px;width:100%}@media (max-width:360px){.wide-logo{max-width:160px}}</style>
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42.5202 21.2579 42.5202C32.9834 42.5202 42.5247 32.9834 42.5247 21.2534C42.5247 9.52338 32.9879 0 21.2623 0Z" fill="#064366"></path></g><path d="M30.4684 21.2622C30.4684 26.3411 26.341 30.464 21.2666 30.464C19.4575 30.464 17.7735 29.9369 16.3486 29.0391V25.6308C17.5502 26.9888 19.3057 27.8419 21.2666 27.8419C24.8937 27.8419 27.8463 24.8938 27.8463 21.2622C27.8463 17.6307 24.8937 14.687 21.2666 14.687C18.0862 14.687 15.4329 16.9517 14.8209 19.949C14.7361 20.3733 14.6914 20.8111 14.6914 21.2622V41.8054H12.0693V21.2622C12.0693 20.8156 12.1006 20.3778 12.1631 19.949
57C12.8019 15.491 16.6434 12.0649 21.2711 12.0649C26.3499 12.0649 30.4729 16.1923 30.4729 21.2667" fill="#064366"></path><path d="M198.307 15.4106V17.0768H197.972V15.9913L197.525 17.0768H197.271L196.819 15.9913V17.0768H196.484V15.4106H196.864L197.391 16.6524L197.923 15.4106H198.302H198.307Z" fill="#064366"></path><path d="M199.585 15.5136C199.719 15.5806 199.822 15.6788 199.893 15.8084C199.964 15.9334 200 16.0808 200 16.2506C200 16.4203 199.964 16.5633 199.893 16.6883C199.822 16.8134 199.719 16.9117 199.585 16.9787C199.451 17.0457 199.299 17.0814 199.12 17.0814H198.54V15.4153H199.12C199.294 15.4153 199.451 15.451 199.585 15.518V15.5136ZM199.518 16.6526C199.612 16.5588 199.661 16.4203 199.661 16.2506C199.661 16.0808 199.612 15.9424 199.518 15.8441C199.42 15.7458 199.286 15.6967 199.111 15.6967H198.875V16.7955H199.111C199.286 16.7955 199.42 16.7464 199.518 16.6526Z" fill="#064366"></path><path d="M199.093 11.4976C199.343 11.6406 199.535 11.8371 199.678 12.0917C199.821 12.3419 199.888 12.6277 199.888 12.9404C199.888 13.2531 199.817 13.539 199.678 13.7936C199.535 14.0482 199.343 14.2492 199.093 14.3921C198.843 14.5351 198.562 14.6066 198.249 14.6066C197.936 14.6066 197.646 14.5351 197.396 14.3921C197.146 14.2492 196.953 14.0482 196.811 13.7936C196.668 13.539 196.601 13.2531 196.601 12.9404C196.601 12.6277 196.672 12.3419 196.811 12.0917C196.953 11.8416 197.146 11.6406 197.396 11.4976C197.646 11.3547 197.927 11.2832 198.249 11.2832C198.57 11.2832 198.843 11.3547 199.093 11.4976ZM199.196 13.9053C199.437 13.6551 199.558 13.3335 199.558 12.9404C199.558 12.5473 199.437 12.2212 199.196 11.9756C198.955 11.7254 198.637 11.6004 198.249 11.6004C197.86 11.6004 197.539 11.7254 197.302 11.9756C197.065 12.2257 196.949 12.5473 196.949 12.9404C196.949 13.3335 197.065 13.6596 197.302 13.9053C197.539 14.1554 197.851 14.2805 198.249 14.2805C198.646 14.2805 198.955 14.1554 199.196 13.9053ZM198.879 12.927C198.812 13.0164 198.718 13.0789 198.597 13.1191L199.053 13.7936L198.539 13.8025L198.151 13.1504H198.012V13.8025H197.588V12.056H198.369C198.553 12.056 198.7 12.1051 198.812 12.2034C198.923 12.3017 198.977 12.4357 198.977 12.6009C198.977 12.7305 198.941 12.8421 198.874 12.9315L198.879 12.927ZM198.012 12.8019H198.347C198.405 12.8019 198.459 12.7841 198.499 12.7528C198.539 12.7215 198.562 12.6724 198.562 12.6143C198.562 12.5563 198.539 12.5116 198.499 12.4803C198.459 12.4491 198.41 12.4357 198.347 12.4357H198.012V12.8019Z" fill="#064366"></path></svg></a><nav class="primary-nav desktop"><ul><!--[--><li><a href="/" class="nav-item nav-anim">Home</a></li><li><a href="/philanthpro-for-advisors" class="nav-item nav-anim">Advisors</a></li><li><a href="/our-story" class="nav-item nav-anim">About Us</a></li><li><a href="/frequently-asked-questions" class="nav-item nav-anim">FAQ</a></li><!--]--></ul><div class="nav-anim"><!----><!----><a aria-current="page" href="/news/?demo=true" class="router-link-active router-link-exact-active btn btn-primary"><!--[-->Book Demo<!--]--></a></div><div class="nav-anim"><!----><!----><a href="https://us.philanthpro.com" class="btn btn-primary"><!--[--> Login <!--]--></a></div><div class="lang-switcher-login lang-mobile-menu"><a href="https://us.philanthpro.com"> Login </a><!----></div></nav><!----><div class="mobile-header-btn-container"><button role="button" aria-label="Open Menu" name="Open Menu" class="menu-btn mobile"><div class="nav-burger"></div></button><div class="header-cta"><!----><!----><a aria-current="page" href="/news/?demo=true" class="router-link-active router-link-exact-active btn btn-primary"><!--[-->Book Demo<!--]--></a></div><div class="header-cta btn-secondary"><!----><!----><a href="https://us.philanthpro.com" class="btn btn-primary"><!--[--> Login <!--]--></a></div></div><!--]--></header></div><div><section class="hero"><div class="ring-group hero-rings hero-rings-top"><div class="ring center"></div><div class="ring mid"></div><div class="ring outer"></div></div><!--[--><section class="container"><!--[--><div class="page-hero-content news-hero-override"><div><!----></div><p class="page-hero--subheading">News &amp; Updates</p><div class="page-hero--heading"><h1>PhilanthPro Pulse</h1></div><div class="page-hero--body"></div></div><!--]--></section><!--]--></section><main class="page-body"><div><!----><section class="news-standard slice"><!--[--><a href="/news/the-cube-forward-global-summit-2025" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9da138f662e9dd212653_News-Wire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Nicholas Palahnuk, Forward Global Member | Forward<span>...</span></h3><p class="news-card--body">Analyzing the Intersection of Entrepreneurship and Philanthropy at Forward Global Summit 2025<!----></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li>
57<!--]--></ul></div></a><a href="/news/navigating-the-wealth-of-choices-in-family-office-software-solutions" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Navigating the Wealth of Choices in Family Office<span>...</span></h3><p class="news-card--body">There was a time in living memory when simple databases on floppy disks and Excel spreadsheets marked the difference between forward-thinking, tech-oriented<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/top-portfolio-management-software-and-fintech-providers-in-canada" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Top Portfolio Management Software and Fintech Providers<span>...</span></h3><p class="news-card--body">Wealth Professional invited technology service providers from around Canada to submit nominations, detailing the problems or pain points their offering is<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/one-big-beautiful-bill-a-turning-point-for-philanthropy" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">
57One Beautiful Bill: A Turning Point for Philanthropy<!----></h3><p class="news-card--body">The recent passage of the “One Big Beautiful Bill” represents one of the most consequential tax overhauls in recent memory for the philanthropic sector.<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/inspired-by-bill-gates-5-moves-to-start-your-own-spend-down-journey" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Inspired by Bill Gates? 5 Moves To Start Your Own<span>...</span></h3><p class="news-card--body">As a philanthropic advisor and former lead of the Giving Pledge, Sofia Michelakis read with great enthusiasm Bill Gates’ announcement that he is<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/get-money-moving-in-conversation-karen-keating-ansara-founder-neid-cofounder-ansara-family-fund" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9da138f662e9dd212653_News-Wire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Get Money Moving - In Conversation: Karen Keating<span>...</span></h3><p class="news-card--body">Nick Palahnuk, Founder of PhilanthPro, talks with experts about strategic philanthropy as a part of a series with Foundation Magazine. PhilanthPro is an<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/get-money-moving-foundation-magazine-qa-series-with-nick-palahnuk" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Get Money Moving: Foundation Magazine Q&amp;A Series with<span>...</span></h3><p class="news-card--body">In this quarterly series, Nick speaks with visionaries across the field of philanthropy about their initiatives.<!----></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/get-money-moving-in-conversation-akruti-desai-gates-foundation" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9da138f662e9dd212653_News-Wire-Thumbnail.jpg?auto=format,compress" alt class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Get Money Moving - In Conversation: Akruti Desai, Gates<span>...</span></h3><p class="news-card--body">Founder of PhilanthPro, talks with experts about strategic philanthropy as a part of a series with Foundation Magazine. PhilanthPro is an innovative<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/get-money-moving-may2024" class="news-card"><img src="https://images.prismic.io/philanthpro/Zn15CB5LeNNTwmZ6_iStock-1730010417_w.jpg?auto=format,compress" alt="Picture of tiles with images of people and hands shaking connected in a web" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Get Money Moving - Foundation Magazine<!----></h3><p class="news-card--body">A NEW Q&amp;A SERIES ABOUT HOW TO MOBILIZE PHILANTHROPIC DOLLARS, WHILE BEING STRATEGIC - By Nicholas Palahnuk<!----></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/keynote-panel-at-the-international-association-of-advisors-in-philanthropy" class="news-card"><img src="https://images.prismic.io/philanthpro/Zy5Og68jQArT0pZ6_aip-conference.jpeg?auto=format,compress" alt="Join Us For Trends in Philanthropy Flyer" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">
57Keynote Panel at the International Association of<span>...</span></h3><p class="news-card--body">On November 14th at 1:30pm PT, AiP President Rick Peck interviewed Nick Palahnuk with Jennifer Lehman of the American College of Financial Services and<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/tips-tools-and-tech-for-advisors-takeaways-from-the-philanthpro-panel-at-daf-summit" class="news-card"><img src="https://images.prismic.io/philanthpro/Zy0i268jQArT0jBr_Screenshot2024-11-07at3.28.05PM.png?auto=format,compress" alt="Thank you DAF Giving Summit Panel Takeaways" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Tips, Tools and Tech for Advisors: Takeaways from the<span>...</span></h3><p class="news-card--body">Nick moderated a panel at the October DAF Summit in Nashville, featuring Ella Chase of Wellth Works, Marisa Swystun of AllianceBernstein, and Janell Turner<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/giveteam-partnership" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="philanthpro-logo-graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">GiveTeam and PhilanthPro Launch a new Partnership<!----></h3><p class="news-card--body">GiveTeam and PhilanthPro launch a new partnership to bring the power of financial and philanthropic planning to wealth advisors for use with clients.
58
59For a<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/daylight-and-philanthpro-launch-a-new-partnership" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9da138f662e9dd212653_News-Wire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Daylight and PhilanthPro Launch a new Partnership<!----></h3><p class="news-card--body">Daylight and PhilanthPro launch a new partnership to give wealth and philanthropy advisors access to training and technology to deepen their philanthropic<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/philanthpro-entices-advisors-with-giveteam-partnership" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="Philanthpro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">PhilanthPro and GiveTeam Launch Partnership to Provide<span>...</span></h3><p class="news-card--body">As featured in Investment News and the Daily Journal, PhilanthPro and GiveTeam launched an innovative partnership to provide wrap around philanthropy<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/philanthpro-launch" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="PhilanthPro Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">PhilanthPro Solutions Inc. Launches PhilanthPro,<span>...</span></h3><p class="news-card--body">PhilanthPro Solutions Inc., a software company dedicated to fostering philanthropy, announces the launch of PhilanthPro. The cloud-based software offers a<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Product Update</span></li><!--]--></ul></div></a><a href="/news/new-software-solution-helps-advisors-plan-clients-charitable-accounts" class="news-card"><img src="https://images.prismic.io/philanthpro/65b27107615e73009ec3ecca_WealthPro-News-Article.jpg?auto=format,compress" alt="Person working in front of a computer with digital icons floating above the keyboard for visual interest." class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">New software solution helps advisors plan clients&#39;<span>...</span></h3><p class="news-card--body">Advisors managing clients’ philanthropic activities now have a new software solution to assist them, as a cloud-based suite of tools is launched.
59<!----></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/fintech-roundup-advisor-introduces-new-software-to-manage-charitable-giving" class="news-card"><img src="https://images.prismic.io/philanthpro/65b67197615e73009ec3ff37_PhilanthProAdvisorNews-50.jpeg?auto=format,compress" alt="Hands holding a jar with Donate written on it. " class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Fintech roundup: Advisor introduces new software to<span>...</span></h3><p class="news-card--body">Toronto-based PhilanthPro Solutions launched new financial planning software designed to help donors plan their giving. Founded by Nicholas Palahnuk,<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/xanthie-press-release" class="news-card"><img src="https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress" alt="PhilanthPro P-Logo Graphic" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Nonprofit founder and news leader Dr. Xanthe Scharff<span>...</span></h3><p class="news-card--body">Dr. Xanthe Scharff has been appointed to the advisory board of PhilanthPro Solutions. The Los Angeles and Toronto-based company recently announced the<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><a href="/news/qa-with-philanthpro-solutions-founder-nicholas-palahnuk" class="news-card"><img src="https://images.prismic.io/philanthpro/65be78d4615e73009ec442a2_Nicholas-Palahnuk-Headshot.jpg?auto=format,compress" alt="Nicholas Palahnuk Headshot" class="news-card--img"><div class="news-card--content"><h3 class="news-card--header">Q&amp;A With PhilanthPro Solutions Founder Nicholas Palahnuk<span>...</span></h3><p class="news-card--body">Foundation Magazine spoke with the founder of a new technology solution for wealth management services, a system which connects financial planning and<span>...</span></p><ul class="news-card--tag-group"><!--[--><li class="tag"><span>Industry News</span></li><!--]--></ul></div></a><!--]--></section></div><!--[--><!--]--></main></div><div><footer><div class="container footer-container"><!--[--><a href="/" class=""><img src="data:image/svg+xml,%3csvg%20width=&#39;60&#39;%20height=&#39;60&#39;%20viewBox=&#39;0%200%2060%2060&#39;%20fill=&#39;none&#39;%20xmlns=&#39;http://www.w3.org/2000/svg&#39;%3e%3cg%20opacity=&#39;0.5&#39;%3e%3cpath%20d=&#39;M30.0005%208.39502C18.0888%208.39502%208.39551%2018.0883%208.39551%2030.0001C8.39551%2035.9244%2010.7968%2041.3068%2014.6791%2045.208V39.227C13.0468%2036.5295%2012.1077%2033.3719%2012.1077%2030.0001C12.1077%2020.1303%2020.1434%2012.1009%2030.0069%2012.1009C39.8703%2012.1009%2047.906%2020.1366%2047.906%2030.0001C47.906%2039.8635%2039.8703%2047.9118%2030.0069%2047.9118C27.5489%2047.9118%2025.2043%2047.4076%2023.0678%2046.5127V50.4769C25.2421%2051.2143%2027.5804%2051.6114%2030.0069%2051.6114C41.9249%2051.6114%2051.6119%2041.9181%2051.6119%2030.0001C51.6119%2018.082%2041.9186%208.39502%2030.0069%208.39502&#39;%20fill=&#39;white&#39;/%3e%3c/g%3e%3cg%20opacity=&#39;0.25&#39;%3e%3cpath%20d=&#39;M30%200C13.4559%200%200%2013.4559%200%2030C0%2040.9412%205.89286%2050.5399%2014.6723%2055.7773V51.3529C8.03572%2046.5756%203.70588%2038.7857%203.70588%2029.9937C3.69958%2015.4979%2015.4979%203.69958%2029.9937%203.69958C44.4895%203.69958%2056.2941%2015.4979%2056.2941%2029.9937C56.2941%2044.4895%2044.4958%2056.2941%2029.9937%2056.2941C27.5924%2056.2941%2025.2668%2055.9664%2023.0546%2055.3613V59.1807C25.2794%2059.7101%2027.605%2059.9937%2029.9937%2059.9937C46.5378%2059.9937%2060%2046.5378%2060%2029.9874C60%2013.437%2046.5441%200%2030%200Z&#39;%20fill=&#39;white&#39;/%3e%3c/g%3e%3cpath%20d=&#39;M42.9894%2029.9998C42.9894%2037.1658%2037.1659%2042.983%2030.0062%2042.983C27.4537%2042.983%2025.0776%2042.2393%2023.0671%2040.9725V36.1637C24.7625%2038.0797%2027.2394%2039.2835%2030.0062%2039.2835C35.1238%2039.2835%2039.2898%2035.1238%2039.2898%2029.9998C39.2898%2024.8759%2035.1238%2020.7225%2030.0062%2020.7225C25.5188%2020.7225%2021.7751%2023.9179%2020.9116%2028.1469C20.7919%2028.7456%2020.7289%2029.3633%2020.7289%2029.9998V58.9851H17.0293V29.9998C17.0293%2029.3696%2017.0734%2028.7519%2017.1616%2028.1469C18.0629%2021.857%2023.4831%2017.0229%2030.0125%2017.0229C37.1785%2017.0229%2042.9957%2022.8465%2042.9957%2030.0061&#39;%20fill=&#39;white&#39;/%3e%3c/svg%3e" alt="PhilanthPro P Glyph"></a><nav class="footer-nav"><!--[--><div class="footer-nav--section"><p class="footer-nav--section-heading">PhilanthPro</p><ul><!--[--><li class="footer-nav--section-link"><span><a href="/" class="">Home</a></span></li><li class="footer-nav--section-link"><span><a href="/philanthpro-for-advisors" class="">For Advisors</a></span></li>
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59,"Z9Q65hcAACQAjKrg","the-cube-forward-global-summit-2025","news_updates_page","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Z9Q65hcAACQAjKrg%22%29+%5D%5D",[],"2025-03-14T14:19:20+0000",[264],"nicholas-palahnuk-forward-global-member--forward-global-summit-2025",[],[267,269],{"id":268,"type":259,"lang":25,"uid":258},"Z9Q6WRcAACUAjKnz",{"id":270,"type":259,"lang":22,"uid":258},"Z9Q6whcAACQAjKql",{"thumbnail_image":272,"tags":283,"page_heading":286,"page_introduction_copy":293,"post_date":297,"slices":298,"meta_description":6,"meta_image":339,"meta_title":6},{"dimensions":273,"alt":276,"copyright":6,"url":277,"id":278,"edit":279},{"width":274,"height":275},2400,1256,"Philanthpro P-Logo Graphic","https://images.prismic.io/philanthpro/65ae9da138f662e9dd212653_News-Wire-Thumbnail.jpg?auto=format,compress","Za6doTj2YundISZT",{"x":280,"y":280,"zoom":281,"background":282},0,1,"transparent",[284],{"tag":285},"Industry News",[287],{"type":243,"text":288,"spans":289,"direction":57},"Nicholas Palahnuk, Forward Global Member | Forward Global Summit 2025",[290],{"start":280,"end":291,"type":292},69,"strong",[294],{"type":30,"text":295,"spans":296,"direction":57},"Analyzing the Intersection of Entrepreneurship and Philanthropy at Forward Global Summit 2025",[],"2025-03-14",[299,329],{"variation":300,"version":135,"items":301,"primary":302,"id":327,"slice_type":328,"slice_label":6},"bodyCopyLeftAligned",[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":304,"show_cta":46,"cta_label":6,"cta_link":324,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":326},"White",[305],{"type":30,"text":306,"spans":307,"direction":57},"In this insightful episode of theCUBE, we welcome Nicholas Palahnuk of Forward Global, an entrepreneur and philanthropist from Canada. As a forward-thinking member, Palahnuk brings a unique perspective to the issues discussed at the Global Summit 2025. This session delves into the evolving landscape of philanthropy, guided by innovations and collaborations that transcend traditional boundaries.  Nicholas Palahnuk, an esteemed member of Forward Global, joins us to share expertise in entrepreneurship and philanthropy. During the interview conducted by theCUBE analysts, they explore how these disciplines integrate to address global challenges such as democracy and mental health. Their foundation's focus on improving mental health access, especially in developing countries, underscores this commitment.  Key takeaways from this session include Palahnuk's insights on modernizing philanthropy with financial planning tools and addressing systemic gaps in mental health care globally. According to Palahnuk, empowering local solutions and encouraging community involvement are critical strategies for driving sustainable change. This conversation also highlights the importance of storytelling in amplifying impactful initiatives. \n\n\n #ForwardGlobalSummit2025 #Entrepreneurship #Philanthropy #MentalHealth #Innovation #GlobalChallenges #theCUBE #Canada #FinancialPlanning #SystemsChange  \n\nFind more SiliconANGLE news and analysis https://siliconangle.com/. Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/",[308,314,319],{"start":309,"end":310,"type":36,"data":311},1436,1462,{"link_type":219,"url":312,"target":313},"https://siliconangle.com/","_blank",{"start":315,"end":316,"type":36,"data":317},1508,1540,{"link_type":219,"url":318,"target":313},"https://siliconangle.com/events/",{"start":320,"end":321,"type":36,"data":322},1579,1603,{"link_type":219,"url":323,"target":313},"https://www.thecube.net/",{"link_type":325},"Any",{"link_type":325},"body_copy$3d136712-a3cc-48af-ba6a-80316b8fa7cd","body_copy",{"variation":134,"version":135,"items":330,"primary":336,"id":337,"slice_type":338,"slice_label":6},[331],{"article_heading":332,"article_source_name":323,"article_link":333},"Nicholas Palahnuk, Forward Global",{"link_type":219,"key":334,"url":335},"92f58539-93a7-424d-a2aa-82eae582964a","https://www.thecube.net/events/forward-global/summit-2025/content/Videos/68126196-1833-4eba-bffa-7985e13fec4e",{"section_heading":6},"featured_in$331e80e3-7754-445e-8fae-fdd0db60110c","featured_in",{},{"id":341,"uid":342,"url":6,"type":259,"href":343,"tags":344,"first_publication_date":345,"last_publication_date":345,"slugs":346,"linked_documents":348,"lang":14,"alternate_languages":349,"data":354},"aGanOxAAACMApRVz","navigating-the-wealth-of-choices-in-family-office-software-solutions","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=
59aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aGanOxAAACMApRVz%22%29+%5D%5D",[],"2025-07-03T15:52:30+0000",[347],"navigating-the-wealth-of-choices-in-family-office-software-solutions-a-quick-guide",[],[350,352],{"id":351,"type":259,"lang":25,"uid":342},"aGalMhAAACQApRJ7",{"id":353,"type":259,"lang":22,"uid":342},"aGanMBAAACUApRVf",{"thumbnail_image":355,"tags":360,"page_heading":362,"page_introduction_copy":366,"post_date":370,"slices":371,"meta_description":6,"meta_image":450,"meta_title":6},{"dimensions":356,"alt":276,"copyright":6,"url":357,"id":358,"edit":359},{"width":274,"height":275},"https://images.prismic.io/philanthpro/65ae9eef38f662e9dd212663_Newswire-Thumbnail.jpg?auto=format,compress","Za6e7zj2YundISZj",{"x":280,"y":280,"zoom":281,"background":282},[361],{"tag":285},[363],{"type":243,"text":364,"spans":365,"direction":57},"Navigating the Wealth of Choices in Family Office Software Solutions: A Quick Guide",[],[367],{"type":30,"text":368,"spans":369,"direction":57},"There was a time in living memory when simple databases on floppy disks and Excel spreadsheets marked the difference between forward-thinking, tech-oriented organizations and those mired in paper ledgers.",[],"2025-07-03",[372,440],{"variation":300,"version":135,"items":373,"primary":374,"id":439,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":375,"show_cta":46,"cta_label":6,"cta_link":437,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":438},[376,379,382,385,388,391,394,400,405,410,415,420,425,434],{"type":30,"text":377,"spans":378,"direction":57},"Today’s family offices have hundreds of software products and platforms available to them to manage wealth, aggregate data, analyze portfolios, share data, track assets, ensure regulatory compliance and provide detailed reports. Better still, many of those products and services are built and operated right here in Canada where they serve global customers.",[],{"type":30,"text":380,"spans":381,"direction":57},"Yet choosing family office software isn’t a decision an organization typically makes lightly—or alone. Think about buying a new car without reading the latest consumer reviews and imagine that the success and future of your enterprise may depend on making the right decision. ",[],{"type":30,"text":383,"spans":384,"direction":57},"James Dunne, family office advisor with Markdale Financial Management in Toronto, often advises clients on the type of software solution that would best meet their needs.",[],{"type":30,"text":386,"spans":387,"direction":57},"“Unlike traditional investment tools, family office software integrates a wide array of asset types, including private equity, real estate and family-owned businesses, into a unified reporting framework,” he says. “It also offers advanced features for customized reporting, performance benchmarking and data integration, addressing the unique needs of family offices.”",[],{"type":30,"text":389,"spans":390,"direction":57},"It’s no wonder family offices find themselves with an array of unaligned reporting systems, he says. Their portfolios often grew organically, and may now include a range of reporting systems for anything from stocks and private equity to personal real estate holdings, often complicated by the use of trusts and holding companies.",[],{"type":30,"text":392,"spans":393,"direction":57},"Here are six questions Dunne suggests family offices should ask before investing a cent in any software platform.",[],{"type":395,"text":396,"spans":397,"direction":57},"o-list-item","Can the software provide a consolidated view of all your assets? If not, how much work needs to be done on your end to make this happen?",[398],{"start":280,"end":399,"type":292},64,{"type":395,"text":401,"spans":402,"direction":57},"Do you need the bells and whistles? Some software offers impressive tools that your portfolio may not need. Dunne advises clients to create a list of features that matter most to them before evaluating software products. ",[403],{"start":280,"end":404,"type":292},35,{"type":395,"text":406,"spans":407,"direction":57},"How much will it cost? Dunne says some software will likely equal the salary of a full-time employee for a typical family office. Will the price include all available software features, or will you need to “
59power up” with additional functionality? Is there a flat monthly fee, or will subscription costs be tied to the number of users or assets under management?",[408],{"start":280,"end":409,"type":292},22,{"type":395,"text":411,"spans":412,"direction":57},"Will your organization be able to operate the software with existing staff members? Or will new hires or consultants be necessary to extract value from the platform? Determine your level of expertise and internal capacity to manage the software.",[413],{"start":280,"end":414,"type":292},83,{"type":395,"text":416,"spans":417,"direction":57},"Do existing retail software packages meet your needs and integrate with your existing systems? Or will a customized solution be necessary to reflect the complexities of your portfolio?",[418],{"start":280,"end":419,"type":292},94,{"type":395,"text":421,"spans":422,"direction":57},"What level of data security is in place? And who owns the user’s data?",[423],{"start":280,"end":424,"type":292},40,{"type":30,"text":426,"spans":427,"direction":57},"“Prioritizing consolidated reporting in a software solution will streamline decision-making,” Dunne says. “Making the right choice will provide a holistic view of the family’s wealth that can enable informed decision-making and even support the smooth transfer of wealth across generations.”\n\n\nPhilanthPro",[428,433],{"start":429,"end":430,"type":36,"data":431},294,305,{"link_type":219,"url":432,"target":313},"https://www.philanthpro.com/en-ca",{"start":429,"end":430,"type":292},{"type":30,"text":435,"spans":436,"direction":57},"PhilanthPro offers professional financial planning software designed specifically for philanthropy through donor-advised funds, foundations and charitable trusts. PhilanthPro for advisors is designed to enhance client-advisor relationships, positioning advisors as strategic partners in impactful giving.",[],{"link_type":325},{"link_type":325},"body_copy$21fdc57e-857c-40c8-9d5b-9cd367bf1461",{"variation":134,"version":135,"items":441,"primary":448,"id":449,"slice_type":338,"slice_label":6},[442],{"article_heading":443,"article_source_name":444,"article_link":445},"Navigating the wealth of choices in family office software solutions: a quick guide","http://canadianfamilyoffices.com/",{"link_type":219,"key":446,"url":447},"18c5f5e3-19d3-491c-a84e-b725c6a1407b","http://canadianfamilyoffices.com/special-reports/technology-2025/navigating-the-wealth-of-choices-in-family-office-software-solutions-a-quick-guide/",{"section_heading":6},"featured_in$ba394170-a755-4a04-9ee4-a4e4fb07a4e4",{},{"id":452,"uid":453,"url":6,"type":259,"href":454,"tags":455,"first_publication_date":456,"last_publication_date":456,"slugs":457,"linked_documents":459,"lang":14,"alternate_languages":460,"data":465},"aGazKRAAACMApSbP","top-portfolio-management-software-and-fintech-providers-in-canada","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aGazKRAAACMApSbP%22%29+%5D%5D",[],"2025-07-03T16:43:24+0000",[458],"top-portfolio-management-software-and-fintech-providers-in-canada--5-star-wealth-tech-providers",[],[461,463],{"id":462,"type":259,"lang":25,"uid":453},"aGayLRAAACUApSVg",{"id":464,"type":259,"lang":22,"uid":453},"aGazERAAACMApSaq",{"thumbnail_image":466,"tags":469,"page_heading":471,"page_introduction_copy":477,"post_date":370,"slices":484,"meta_description":6,"meta_image":755,"meta_title":6},{"dimensions":467,"alt":276,"copyright":6,"url":357,"id":358,"edit":468},{"width":274,"height":275},{"x":280,"y":280,"zoom":281,"background":282},[470],{"tag":285},[472],{"type":243,"text":473,"spans":474,"direction":57},"Top Portfolio Management Software and Fintech Providers in Canada | 5-Star Wealth Tech Providers",[475],{"start":280,"end":476,"type":292},96,[478],{"type":30,"text":479,"spans":480,"direction":57},"Wealth Professional invited technology service providers from around Canada to submit nominations, detailing the problems or pain points their offering is designed to solve or relieve for wealth management professionals and how their solution differs from those offered by competitors.",[481],{"start":280,"end":482,"type":483},19,"em",[485],{"variation":300,"version":135,"items":486,"primary":487,"id":754,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":488,"show_cta":46,"cta_label":6,"cta_link":752,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":753},[489,497,500,508,516,519,522,525,528,534,540,544,547,550,553,560,563,566,569,572,575,578,581,584,587,590,595,598,601,604,607,610,615,620,626,629,632,635,638,641,644,647,655,658,661,664,667,670,673,676,679,682,685,688,691,696,699,702,705,708,711,714,717,720,722,727,730,733,736,743,746,749],{"type":30,"text":490,"spans":491,"direction":57},"\nTech trailblazers",[492,495],{"start":280,"end":281,"type":36,"data":493},{"link_type":219,"url":494,"target":313},"https://www.wealthprofessional.ca/best-in-wealth/top-portfolio-management-software-and-fintech-providers-in-canada-5-star-wealth-tech-providers/388894#winnersListSection",{"start":280,"end":496,"type":292},18,{"type":30,"text":498,"spans":499,"direction":57},"The wealth tech space is hurtling forward and shows no signs of slamming on the brakes due to a surge in demand for its services. However, only certain firms within Canada’s industry with the correct profile to succeed are receiving the attention and influx of investment.",[],{"type":30,"text":501,"spans":502,"direction":57},"The Canadian landscape is primed for select fintech providers to capitalize because the financial services industry is highly concentrated. McKinsey & Company reports that, as of 2022, the top five banks generated more than three-quarters of banking revenue. This, combined with their analysis ranking Canada among the bottom five developed countries for adoption of digital banking, digital B2B services, and fintech solutions, highlights the size of the opportunity for disruption.",[503],{"start":504,"end":505,"type":36,"data":506},140,166,{"link_type":219,"url":507,"target":313},"https://www.mckinsey.com/ca/overview/springtime-for-canadas-fintech-industry",{"type":30,"text":509,"spans":510,"direction":57},"David Hurd, national wealth management leader at EY Canada, says, “A number of Canadian technology f
59irms have attracted more private equity and venture capital. There’s money being invested in these companies, not just because their solutions themselves are seen to some degree as leading, but because of the demand and the growth opportunity.”",[511],{"start":512,"end":513,"type":36,"data":514},49,58,{"link_type":219,"url":515,"target":313},"https://www.ey.com/en_ca",{"type":30,"text":517,"spans":518,"direction":57},"Part of the reason for the ramp up in demand is wealth firms are tackling different types of transformations and solutions. Some are looking to drive back-office efficiency through automation and AI, while others are seeking to replace legacy core platforms.",[],{"type":30,"text":520,"spans":521,"direction":57},"“One of the biggest challenges the industry has always had is there were few flexible end-to-end options, where you could essentially go through the whole client life cycle as an advisor using one tool to deliver all the different components,” says Hurd. “What that means is it’s very common when an advisor puts a wealth proposal together, that the data will not flow into the financial plan.”",[],{"type":30,"text":523,"spans":524,"direction":57},"That’s the opportunity a lot of Canada’s portfolio management software and fintech providers are exploiting, by turning themselves into one-stop shops. Hurd has an insightful take on whether this will impact the entire sector.",[],{"type":30,"text":526,"spans":527,"direction":57},"“The more you have smaller, independent firms, there’s going to be more demand for these wealth-in-a-box type platforms. But the interesting question is, will these platforms also be adopted at the large wealth managers? Arguably, they have a different level of capital to do the stitching together themselves,” he says.",[],{"type":30,"text":529,"spans":530,"direction":57},"\nFinTech Global’s data shows that funding for Canadian fintechs increased to $2.2 billion in 2024, which translates as:",[531],{"start":281,"end":409,"type":36,"data":532},{"link_type":219,"url":533,"target":313},"https://fintech.global/2025/01/17/canadian-fintech-investments-grew-by-8-in-2024-as-investors-loosen-purse-strings/#:~:text=Canadian%20FinTech%20investments%20grew%20by%208%25%20YoY,-In%202024%2C%20the&text=A%20total%20of%20113%20deals,ongoing%20contraction%20in%20deal%20activity",{"type":535,"text":536,"spans":537,"direction":57},"list-item","an eight percent rise compared to 2023",[538],{"start":280,"end":539,"type":292},21,{"type":535,"text":541,"spans":542,"direction":57},"a 34 percent increase from the $1.6 billion raised in 2020",[543],{"start":280,"end":539,"type":292},{"type":30,"text":545,"spans":546,"direction":57},"\nHowever, this is tempered by a decline in deal volumes as investors focus on more established firms and select those providers primed for success.",[],{"type":30,"text":548,"spans":549,"direction":57},"EY Canada's wealth & asset management consulting, technology leader, Ravin Kumar Srinivasan, underlines how wealth tech firms have awoken to the chance of creating something that can deliver for millions of end users.",[],{"type":30,"text":551,"spans":552,"direction":57},"“What we have been seeing very recently is fintechs starting to recognize a growing opportunity area to create an ecosystem, which is going to make an impact,” he says",[],{"type":30,"text":554,"spans":555,"direction":57},"\nInfinite Investment Systems was an early mover in appreciating the need for an all-encompassing platform. Its flagship product, Harmony, is an end-to-end portfolio management (PM) system that is easy to use and solves the daily challenges in a firm’s operations and administration.\n  \nWhile many PM systems offer what seems to be a similar breadth of functionality, Infinite believes Harmony has unparalleled depth and features modules that cover:",[556],{"start":281,"end":557,"type":36,"data":558},28,{"link_type":219,"url":559,"target":313},"https://www.inf-systems.com/",{"type":535,"text":561,"spans":562,"direction":57},"portfolio accounting and valuation",[],{"type":535,"text":564,"spans":565,"direction":57},"performance measurement",[],{"type":535,"text":567,"spans":568,"direction":57},"client statements and tax reporting",[],{"type":535,"text":570,"spans":571,"direction":57},"trading and order management",[],{"type":535,"text":573,"spans":574,"direction":57},"compliance",[],{"type":535,"text":576,"spans":577,"direction":57},"CRM",[],{"type":535,"text":579,"spans":580,"direction":57},"regulatory reporting",[],{"type":535,"text":582,"spans":583,"direction":57},"fees and billing",[],{"type":535,"text":585,"spans":586,"direction":57},"fund accounting\n ",[],{"type":30,"text":588,"spans":589,"direction":57}," ",[],{"type":30,"text":591,"spans":592,"direction":57},"“I’m grateful to work with what I believe to be the absolute best team in the industry and we all play our part. Because of that culture, we’re able to provide great applications and great services to our clients”\n- Ali Zahedi, Infinite Investment Systems",[593],{"start":280,"end":594,"type":292},255,{"type":30,"text":596,"spans":597,"direction":57},"\nHarmony is targeted at mid-size firms, as CEO Ali Zahedi explains.",[],{"type":30,"text":599,"
59spans":600,"direction":57},"“They tend to look for some of the efficiencies that a single platform brings. Harmony eliminates the need for them to have eight different applications and then worry about having the data come together and making sure all the pieces are in sync,” he says. “But, at the same time, change management is as difficult as convincing them to drop what they’re used to.”",[],{"type":30,"text":602,"spans":603,"direction":57},"Aware that many firms may see the benefits but are apprehensive about deployment due to the change in processes, Infinite has taken steps to counter this. It has successfully recruited former clients who have used Harmony for years.",[],{"type":30,"text":605,"spans":606,"direction":57},"“They were looking for new opportunities and ended up on our side of the fence, and having them is incredibly valuable,” says Zahedi. “It’s one thing for me, the programmer, to tell the client, ‘You can do this and do that.’ It’s another thing for someone who’s in their seat and has used the application to do exactly what they’re doing, telling them how it dealt with the clients, how it dealt with compliance, how it dealt with trading and performance fees, and so on.”",[],{"type":30,"text":608,"spans":609,"direction":57},"This advocacy and what Harmony can deliver have resulted over the last 12 months in:",[],{"type":535,"text":611,"spans":612,"direction":57},"15 percent client growth year over year (YOY)",[613],{"start":280,"end":614,"type":292},10,{"type":535,"text":616,"spans":617,"direction":57},"100 percent retention YOY and additional user licenses/products across the existing client base ",[618],{"start":280,"end":619,"type":292},11,{"type":535,"text":621,"spans":622,"direction":57},"being ranked #1 used PM system among Portfolio Management Association of Canada member firms \n ",[623],{"start":624,"end":625,"type":292},6,15,{"type":30,"text":627,"spans":628,"direction":57},"",[],{"type":30,"text":630,"spans":631,"direction":57},"Zahedi speaks of new adopters being blown away by Harmony’s depth of functionality. An example is performance calculation on the return of a portfolio, a simple concept. However, Harmony easily enables this to be filtered into different calculations.",[],{"type":30,"text":633,"spans":634,"direction":57},"“It can be time rate of return or internal rate of return. You can do it at the portfolio level, sector level, subsector level, family level, household level. You can do it only on a month-to-month basis, or you can go from any period to any period. You can include income, exclude income. You can do it net of fees or before fees. You can do it in different currencies or consolidate. You can even break it down to the security level, contribution, attribution,” he says. “I could go on and on, and our system does all of that.”",[],{"type":30,"text":636,"spans":637,"direction":57},"One aspect of Harmony’s power and depth is that Infinite has clocked up 20 years of continuous building. The team is aware of industry developments, particularly if a competitor develops a new feature that might be eye-catching but not necessarily substantive.",[],{"type":30,"text":639,"spans":640,"direction":57},"Zahedi says, “We have to play that game a little bit. The reality is there’s a lot of pretty looking stuff that comes out and, for us to be at the table, we’ve got to compete with that. Then, when we’re at the table, what actually puts us over the top is the depth of the system itself.”",[],{"type":30,"text":642,"spans":643,"direction":57},"Infinite’s reputation has inspired large financial institutions to show an interest in adopting Harmony. This is aided by Infinite being a SOC 2 Type II audited firm, meaning it has strict protocols around security and data handling, and it invests in ensuring security remains a fundamental consideration.",[],{"type":30,"text":645,"spans":646,"direction":57},"“We’ve got a lot of initiatives to push forward again with our comprehensive reporting in engine and data management solutions,” says Zahedi. “We are actively looking at certain acquisitions that we believe will be strategically beneficial. We believe bringing some of these businesses together is going to be better for the clients, better for the teams, and result in a more comprehensive offering.”",[],{"type":30,"text":648,"spans":649,"direction":57},"\nThe explosion of AI has been a help and a hindrance for the firm, formerly known as Charli AI. An exponent of the tech long before it was fashionable, Charli Capital is cutting through the noise.",[650],{"start":651,"end":652,"type":36,"data":653},152,167,{"link_type":219,"url":654,"target":313},"https://charliai.com/",{"type":30,"text":656,"spans":657,"direction":57},"Its system, Charli, applies multidimensional AI to monitor a portfolio of securities and stay alert to any market changes that might require action on investments. It provides guidance on the health of a stock and a recommendation to buy, hold, or sell, with significant details to back up the recommendation and source attributions of the information. ",[],{"type":30,"text":659,"spans":660,"direction":57},"In addition, Charli reads through company filings, earnings calls, market fundamentals, and hundreds of articles and publications in real time for each security being monitored. ",[],{"type":30,"text":662,"spans":663,"direction":57},"Joel Emery, co-founder and CPO, says, “It’s frustrating that now three quarters of the world are AI experts. But on the positive side, it also brought a lot of momentum as all of a sudden, every CEO in the world wants an AI agenda. We’ve been able to capitalize but have had to work extra hard on our positioning and messaging to make sure people don’t see us as another chatbot.”\n\nThe initial concept was to harness AI’s ability to deal with massive amounts of data and the team followed a path to make its solution multidimensional.",[],{"type":30,"text":665,"spans":666,"direction":57}
59,"“We don’t have just one or two models, but hundreds of models working in coordination to do all the tasks that the financial services space requires,” explains Emery.",[],{"type":30,"text":668,"spans":669,"direction":57},"Illustrating just how comprehensive Charli is, it has the capability to analyze:",[],{"type":535,"text":671,"spans":672,"direction":57},"over 100,000 public companies worldwide",[],{"type":535,"text":674,"spans":675,"direction":57},"75 million private companies in North America",[],{"type":30,"text":677,"spans":678,"direction":57},"\n“What differentiates us is we solve the hard problems first,” says Emery. “A lot of applications have embarked on the AI wave and they add some capabilities that interact with the AI, which most of the time is a search or generation tool. But we have AI at the core and that’s why we can scale to our levels.”",[],{"type":30,"text":680,"spans":681,"direction":57},"Even with such powerful AI, Charli has team members who overlook and crosscheck the models to ensure complete accuracy. All users receive a daily update on any development in the markets and investments they are monitoring. In the case of something being wrong in the data, users are alerted immediately at the end of each anal
59ysis.",[],{"type":30,"text":683,"spans":684,"direction":57},"Emery says, “It’s not a process that does auditing in the background, during every single run of an analysis, whether it’s a public or a private company, we deploy hundreds of AI agents. Any errors or issues will either be immediately corrected or will be flagged as something to pay attention to.”",[],{"type":30,"text":686,"spans":687,"direction":57},"Another standout feature embedded in Charli considers the competitive advantage of large financial institutions. These types of firms have deep knowledge of the finance sector and will configure the system in advanced ways, for example, they might have a proprietary way to measure the performance of a stock. ",[],{"type":30,"text":689,"spans":690,"direction":57},"“We do not train our models with that because we consider that to be IP, which is another differentiation compared to some other tools, where all the interaction and input is used to retrain the model and make it better,” Emery says. “The large institutions see that they can trust the product and the specific models they are using will get better for their organization only, and their competition will not be able to take advantage.”\n ",[],{"type":30,"text":692,"spans":693,"direction":57},"“We are not just an AI company, we are solving real problems in the investment world”\n- Joel Emery, Charli Capital ",[694],{"start":280,"end":695,"type":292},115,{"type":30,"text":697,"spans":698,"direction":57},"\nThere is a range of subscription models ranging from US$150 per month to US$1,495, with higher costs for users needing even greater data feeds. To illustrate this, 83 percent of US companies with over $100 million in revenues are private, and that market is inaccessible for most small wealth management firms.",[],{"type":30,"text":700,"spans":701,"direction":57},"For the recently launched product, the first three months provide a limited snapshot of Charli’s impact but do show:",[],{"type":535,"text":703,"spans":704,"direction":57},"more than 300 users signed up ",[],{"type":535,"text":706,"spans":707,"direction":57},"a target of US$$2.5 million in annual recurring revenue in 2025",[],{"type":30,"text":709,"spans":710,"direction":57},"\nThe decision to forge a new brand as Charli Capital is based on identifying a problem in the investment world, considering the capital that its owners want to invest and, on the other hand, private companies that want to raise money.",[],{"type":30,"text":712,"spans":713,"direction":57},"Emery says, “These two come together in a very ineffective way today, and that’s why we merged with a company that had more of a financial footprint, as opposed to an AI footprint, and has a network of investors looking for that solution.”",[],{"type":30,"text":715,"spans":716,"direction":57},"Charli Capital feels it can provide a groundbreaking solution as its technology is scalable, whereas all the previous attempts have not been able to offer this. It’s also handing a golden ticket to smaller firms that can capitalize on their nimbleness relative to the large, global companies.",[],{"type":30,"text":718,"spans":719,"direction":57},"“There are a lot of VCs and angel networks that exist to try to solve this problem, but it’s not been solvable until there’s a scalable technology,” adds Emery. “We’re definitely a leader and are proud to provide a solution that’s going to disrupt the market. Ours is an automated way to provide very accurate insights and enable smaller firms to have a shot at competing at the highest level without investing millions in back-office resources.”",[],{"type":30,"text":627,"spans":721,"direction":57},[],{"type":64,"text":723,"spans":724,"direction":57},"Key impact for Canada’s top portfolio management software and fintech providers",[725],{"start":280,"end":726,"type":292},79,{"type":30,"text":728,"spans":729,"direction":57},"\nThe platforms that succeed are not only able to add value and efficiencies but are crucially easy to adopt. This can be distilled into two crucial factors:",[],{"type":535,"text":731,"spans":732,"direction":57},"flexibility",[],{"type":535,"text":734,"spans":735,"direction":57},"scalability",[],{"type":30,"text":737,"spans":738,"direction":57},"\nThis is underlined by EY Canada’s Kumar Srinivasan.",[739],{"start":740,"end":741,"type":36,"data":742},23,32,{"link_type":219,"url":515,"target":313},{"type":30,"text":744,"spans":745,"direction":57},"He says, “What will create an impact is, as we are getting into adopting AI, if platforms are coming as close to plug-and-play as possible. Instead of customizing it to every ecosystem, if there are certain use cases which can be applied across the industry that will increase the overall adoption.”",[],{"type":30,"text":747,"spans":748,"direction":57},"Similarly, EY Canada colleague Hurd has a theory on which platforms will succeed in the long run. He feels that enabling new functions is game-changing.",[],{"type":30,"text":750,"spans":751,"direction":57},"“What is important is if it enables the advisor or the firm to do things they couldn’t before,” he says. “There’s so many cases where you can use AI to do things way better, free up time and all of that. I think what will really get the most attention is where it enables new things to be brought into the value proposition, and people are going to expect that as AI evolves.”\n ",[],{"link_type":325},{"link_type":325},"body_copy$a7b8abaa-0296-4a66-93f2-90ec0fc09af7",{},{"id":757,"uid":758,"url":6,"type":259,"href":759,"tags":760,"first_publication_date":761,"last_publication_date":761,"slugs":762,"linked_documents":764,"lang":14,"alternate_languages":765,"data":770},"aIo5bBAAACUAAaKl","one-big-beautiful-bill-a-turning-point-for-philanthropy","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=
59aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aIo5bBAAACUAAaKl%22%29+%5D%5D",[],"2025-07-30T15:25:33+0000",[763],"one-beautiful-bill-a-turning-point-for-philanthropy",[],[766,768],{"id":767,"type":259,"lang":25,"uid":758},"aIo5MRAAACQAAaJE",{"id":769,"type":259,"lang":22,"uid":758},"aIo5fRAAACcAAaLC",{"thumbnail_image":771,"tags":774,"page_heading":776,"page_introduction_copy":782,"post_date":786,"slices":787,"meta_description":6,"meta_image":871,"meta_title":6},{"dimensions":772,"alt":276,"copyright":6,"url":357,"id":358,"edit":773},{"width":274,"height":275},{"x":280,"y":280,"zoom":281,"background":282},[775],{"tag":285},[777],{"type":243,"text":778,"spans":779,"direction":57},"One Beautiful Bill: A Turning Point for Philanthropy",[780],{"start":280,"end":781,"type":292},52,[783],{"type":30,"text":784,"spans":785,"direction":57},"The recent passage of the “One Big Beautiful Bill” represents one of the most consequential tax overhauls in recent memory for the philanthropic sector. While designed to simplify the tax code and broaden donor participation, the bill introduces sweeping changes that will affect charitable giving incentives, nonprofit operations, and long-term institutional strategies. ",[],"2025-07-30",[788,861],{"variation":300,"version":135,"items":789,"primary":790,"id":860,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":791,"show_cta":46,"cta_label":6,"cta_link":858,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":859},[792,796,799,803,806,811,814,819,823,828,833,836,841,844,847,852,855],{"type":30,"text":793,"spans":794,"direction":57},"A New Corporate Giving Threshold ",[795],{"start":280,"end":741,"type":292},{"type":30,"text":797,"spans":798,"direction":57},"One of the bill’s most immediate effects is the introduction of a 1% minimum giving threshold for corporations seeking charitable tax deductions. While intended to promote more impactful corporate philanthropy, this provision may discourage smaller and mid-sized businesses, those that historically give below 1% of taxable income, from contributing at all, potentially narrowing support for local and community-based nonprofits. ",[],{"type":30,"text":800,"spans":801,"direction":57},"Mixed Signals for Individual Donors ",[802],{"start":280,"end":404,"type":292},{"type":30,"text":804,"spans":805,"direction":57},"Individual giving has also undergone a structural shift. To qualify for an itemized charitable deduction, donors must now exceed a 0.5% adjusted gross income (AGI) floor, and the deduction rate itself has dropped from 37% to 35%. On the other hand, the bill introduces a permanent above-the-line charitable deduction of $1,000 for individuals and $2,000 for joint filers who don’t itemize. This could expand the donor base by encouraging more participation from lower- and middle-income households, even as it potentially reduces incentives for higher-capacity donors. ",[],{"type":30,"text":807,"spans":808,"direction":57},"Excise Tax Pressures on Educational Institutions ",[809],{"start":280,"end":810,"type":292},48,{"type":30,"text":812,"spans":813,"direction":57},"Private foundations were spared the originally proposed tiered excise tax structure and will continue to pay a flat 1.39% tax on net investment income. However, private colleges and universities now face a tiered excise tax on endowment investment income based on the endowment-per-student ratio: ",[],{"type":535,"text":815,"spans":816,"direction":57},"$500,000–$749,999 per student → 1.4% ",[817],{"start":280,"end":818,"type":292},36,{"type":535,"text":820,"spans":821,"direction":57},"$750,000–$1.249 million → 4% ",[822],{"start":280,"end":557,"type":292},{"type":535,"text":824,"spans":825,"direction":57},"$1.25 million–$1.999 million → 6% ",[826],{"start":280,"end":827,"type":292},33,{"type":535,"text":829,"spans":830,"direction":57},"$2 million and above → 8% ",[831],{"start":280,"end":832,"type":292},25,{"type":30,"text":834,"spans":835,"direction":57},"The tax applies to institutions with at least 3,000 tuition-paying students. Some schools may now revise spending strategies or reclassify assets to remain below tax thresholds, with potential implications for financial aid, student enrollment, and long-term endowment growth. ",[],{"type":30,"text":837,"spans":838,"direction":57},"Expanded Compensation Excise Tax and UBIT Rules ",[839],{"start":280,"end":840,"type":292},47,{"type":30,"text":842,"spans":843,"direction":57},"The bill expands the 21% excise tax on nonprofit compensation beyond just the top five highest-paid employees. Now, any employee or former employee of a tax-exempt organization earning over $1 million annually is subject to this tax. This change will particularly affect large hospitals, universities, and national nonprofits with competitive executive compensation. ",[],{"type":30,"text":845,"spans":846,"direction":57},"Additionally, the bill restores Unrelated Business Income Tax (UBIT) treatment for certain fringe benefits, including commuter parking and transit passes, adding to the operational and compliance burden for nonprofits. ",[],{"type":30,"text":848,"spans":849,"direction":57},"Increased Demand, Reduced Flexibility ",[850],{"start":280,"end":851,"type":292},37,{"type":30,"text":853,"spans":854,"direction":57}
59,"Perhaps most significantly, these tax reforms arrive amid broader federal cuts to safety-net programs, including SNAP, AmeriCorps, and community development funding. As public resources shrink, the burden on nonprofits to fill service gaps will likely grow, just as incentives and flexibility for private giving become more constrained. ",[],{"type":30,"text":856,"spans":857,"direction":57},"In sum, while the One Big Beautiful Bill aims to modernize charitable giving and broaden participation, it also introduces new challenges for funders and nonprofits alike. From altered tax incentives to expanded compliance burdens, organizations will need to reassess strategies, engage donors differently, and prepare for increased demand with fewer traditional supports. Navigating this new landscape will require agility, collaboration, and a renewed focus on mission-driven impact. ",[],{"link_type":325},{"link_type":325},"body_copy$766c26bf-cc8e-417e-a4dc-8460b104c448",{"variation":134,"version":135,"items":862,"primary":869,"id":870,"slice_type":338,"slice_label":6},[863],{"article_heading":864,"article_source_name":865,"article_link":866}
59,"One Big Beautiful Bill: A Turning Point for Philanthropy","https://www.linkedin.com/",{"link_type":219,"key":867,"url":868},"06a5a7e0-28bf-41b6-850e-18cf2532a823","https://www.linkedin.com/posts/philanthpro_philanthropy-nonprofits-onebigbeautifulbill-activity-7354568247905591296-lBu8",{"section_heading":6},"featured_in$af03f939-959d-4367-8942-8dcc0d8b277a",{},{"id":873,"uid":874,"url":6,"type":259,"href":875,"tags":876,"first_publication_date":877,"last_publication_date":877,"slugs":878,"linked_documents":879,"lang":14,"alternate_languages":880,"data":885},"aCeFKxIAACIA1B6O","inspired-by-bill-gates-5-moves-to-start-your-own-spend-down-journey","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aCeFKxIAACIA1B6O%22%29+%5D%5D",[],"2025-05-16T18:34:20+0000",[874],[],[881,883],{"id":882,"type":259,"lang":22,"uid":874},"aCeFHBIAACEA1B5u",{"id":884,"type":259,"lang":25,"uid":874},"aCYunxIAACAA0iAZ",{"thumbnail_image":886,"tags":889,"page_heading":891,"page_introduction_copy":897,"post_date":901,"slices":902,"meta_description":6,"meta_image":1123,"meta_title":6},{"dimensions":887,"alt":276,"copyright":6,"url":357,"id":358,"edit":888},{"width":274,"height":275},{"x":280,"y":280,"zoom":281,"background":282},[890],{"tag":285},[892],{"type":243,"text":893,"spans":894,"direction":57},"Inspired by Bill Gates? 5 Moves To Start Your Own Spend-Down Journey",[895],{"start":280,"end":896,"type":292},68,[898],{"type":30,"text":899,"spans":900,"direction":57},"As a philanthropic advisor and former lead of the Giving Pledge, Sofia Michelakis read with great enthusiasm Bill Gates’ announcement that he is accelerating the pace of the Gates Foundation’s grantmaking to adopt a 20-year spend-down. This is a real mark of leadership to step up during a time when the entire philanthropic sector is under threat. Through his example, Gates is signaling clearly the value of philanthropy and his view that progress can be accelerated by giving more now. ",[],"2025-05-15",[903,1113],{"variation":300,"version":135,"items":904,"primary":905,"id":1112,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":906,"show_cta":46,"cta_label":6,"cta_link":1110,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":1111},[907,925,949,965,968,971,974,977,982,985,989,997,1000,1008,1011,1015,1024,1032,1035,1038,1041,1044,1047,1050,1057,1067,1070,1073,1077,1080,1083,1086,1091,1095,1104,1107],{"type":30,"text":908,"spans":909,"direction":57},"Inspired by Chuck Feeney, the well-known philanthropist who gave away nearly his entire $8 billion fortune in his lifetime, Gates hopes others will join him. “I do think good examples influence other people,” he said, adding, “I think the rich people today should do more philanthropy ...” The question on many people’s minds is, Will his call be answered? No one can say for sure, but as our recent guest blogger, Maggie McGoldrick of the National Center for Family Philanthropy, has noted, many foundations are increasing payout and adopting a spend down horizon.\n",[910,915,920],{"start":911,"end":912,"type":36,"data":913},12,24,{"link_type":219,"url":914,"target":313},"https://www.forbes.com/sites/maryroeloffs/2023/10/09/chuck-feeney-the-billionaire-who-gave-away-his-wealth-dies-at-92/",{"start":916,"end":917,"type":36,"data":918},159,206,{"link_type":219,"url":919,"target":313},"https://www.nytimes.com/2025/05/08/magazine/bill-gates-foundation-closing-2045.html",{"start":921,"end":922,"type":36,"data":923},497,564,{"link_type":219,"url":924,"target":313},"https://philagiving.com/blog/2025/4/29/more-family-foundations-are-paying-more-than-five-percent-annually",{"type":30,"text":926,"spans":927,"direction":57},"Often overlooked is the difference between a foundation deciding to spend down its endowment, and an individual choosing to spend down personal wealth. Gates plans to do both. Even after $60 billion in contributions that Gates and his former wife Melinda French Gates have made to the Gates Foundation, he still has a whopping $108 billion in personal assets remaining. He has committed to dropping his personal wealth by 99% to fund his charitable endeavors, which includes support for research to end Alzheimer’s disease and other initiatives in addition to his giving through the Gates Foundation.\n",[928,931,934,939,944],{"start":929,"end":930,"type":292}
59,101,111,{"start":932,"end":933,"type":292},135,150,{"start":935,"end":936,"type":36,"data":937},187,198,{"link_type":219,"url":938,"target":313},"https://www.gatesfoundation.org/about/foundation-fact-sheet",{"start":940,"end":941,"type":36,"data":942},327,358,{"link_type":219,"url":943,"target":313},"https://www.forbes.com/sites/mattdurot/2025/04/01/the-100-billion-club-these-15-people-have-12-figure-fortunes/",{"start":945,"end":946,"type":36,"data":947},390,425,{"link_type":219,"url":948,"target":313},"https://www.gatesnotes.com/20-years-to-give-away-virtually-all-my-wealth",{"type":30,"text":950,"spans":951,"direction":57},"The distinction between foundation endowments and personal assets is important beyond the Gates example. The combined endowments of private foundations is a fraction of the wealth held by the wealthiest individuals and families. As of the end of 2024, U.S. private foundations held approximately $1.59 trillion in total financial assets, compared to over $49 trillion in wealth that is held by the top 1% of US households.\n",[952,957,960],{"start":953,"end":954,"type":36,"data":955},296,336,{"link_type":219,"url":956,"target":313},"https://fred.stlouisfed.org/series/BOGZ1FL164090015Q?utm_source=chatgpt.com",{"start":958,"end":959,"type":292},350,421,{"start":961,"end":962,"type":36,"data":963},355,377,{"link_type":219,"url":964,"target":313},"https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/table/",{"type":30,"text":966,"spans":967,"direction":57},"While helpful resources exist for foundations spending down, the same is not true for individuals exploring this journey. We have had the privilege to work with multiple clients who are in the process of spending down a majority of their personal assets in 10 or 20 years. Some of the reasons we’ve heard from our clients include: ",[],{"type":535,"text":969,"spans":970,"direction":57},"They wish to be bold and make a bigger difference today.",[],{"type":535,"text":972,"spans":973,"direction":57},"They believe their position in a system of deep wealth inequality compels them to act with a vision for shared wellbeing.",[],{"type":535,"text":975,"spans":976,"direction":57},"They don’t want their wealth and charitable plans be a burden to their children.",[],{"type":30,"text":978,"spans":979,"direction":57},"In other words, you don’t have to be as wealthy as Bill Gates to decide that you want to make a big difference in your lifetime!",[980],{"start":280,"end":981,"type":292},128,{"type":30,"text":983,"spans":984,"direction":57},"For individuals considering how to approach spending down, we have five effective practices for you to consider.",[],{"type":30,"text":986,"spans":987,"direction":57},"1.  Determine “how much is enough”.",[988],{"start":280,"end":404,"type":292},{"type":30,"text":990,"spans":991,"direction":57},"What am I going to do? Just go buy a bunch of boats or something? Go gamble? This money should go back to society in the way that it has the best chance of causing something positive to happen. - Bill Gates",[992,994],{"start":280,"end":993,"type":483},193,{"start":995,"end":917,"type":36,"data":996},196,{"link_type":219,"url":919,"target":313},{"type":30,"text":998,"spans":999,"direction":57},"How much wealth you want to dedicate to philanthropy can be a struggle to decide. Putting off the decision while your wealth is compounding often causes people to give well below their capacity and undermines their intentions not to end up with an outsized charitable estate.",[],{"type":30,"text":1001,"spans":1002,"direction":57},"We find it helps people to figure out their personal family annual spending budget. Wealth advisors routinely work with their clients to come up with a comfortable spending amount. They can also project this out to come up with a total amount needed to live on before and after retirement. Another helpful resource that includes peer circles for shared learning is the Enough Project. ",[1003],{"start":1004,"end":1005,"type":36,"data":1006},369,383,{"link_type":219,"url":1007,"target":313},"https://www.enough-project.org/",{"type":30,"text":1009,"spans":1010,"direction":57},"Individuals also need to plan how much to set aside for children and grandchildren and anyone else outside of their immediate family they want to provide for in the future. Knowing how much you need to provide for yourself and loved one
59s will help you assess how much wealth to give away.",[],{"type":30,"text":1012,"spans":1013,"direction":57},"2. Decide on a specific time horizon.",[1014],{"start":280,"end":851,"type":292},{"type":30,"text":1016,"spans":1017,"direction":57},"[I]t allows us to do a lot more because we’re not trying to steward our money for some weird legacy thing. If we were trying to be a forever foundation, instead of being able to spend $9 billion a year, we’d have to drop down to spending like $6 billion a year. - Bill Gates",[1018,1020],{"start":280,"end":1019,"type":483},261,{"start":1021,"end":1022,"type":36,"data":1023},264,274,{"link_type":219,"url":919,"target":313},{"type":30,"text":1025,"spans":1026,"direction":57},"You know you want to give while living, but what does that mean? Ten years? Twenty years? Thirty? Confronting mortality is difficult, and none of us know how long we will live. Asking the question is important, as it has big implications for your annual giving budget. A good tool to test different scenarios and projections that we use is PhilanthPro (subscription based, and individuals can purchase their own account).",[1027],{"start":1028,"end":1029,"type":36,"data":1030},340,351,{"link_type":219,"url":1031,"target":313},"https://www.philanthpro.com/",{"type":30,"text":1033,"spans":1034,"direction":57},"We often advise our clients to choose a time horizon that feels right to them now, and revisit it every five years or after a major life event. Bill Gates started out thinking he and Melinda would spend-down 50 years after their deaths, but that original time horizon has been shortened multiple times to the current 20-year plan.",[],{"type":30,"text":1036,"spans":1037,"direction":57},"Factors to consider in deciding a time horizon include:",[],{"type":535,"text":1039,"spans":1040,"direction":57},"Your age – when do you envision stepping back or “retiring” from active charitable giving?",[],{"type":535,"text":1042,"spans":1043,"direction":57},"Your level of involvement –  how important is it for you to personally direct how and where funding will go?",[],{"type":535,"text":1045,"spans":1046,"direction":57},"Your values–what is your vision for the world you want for yourself, your children (if you have any), and your community? ",[],{"type":535,"text":1048,"spans":1049,"direction":57},"Your sense of urgency–how do you feel about addressing today’s needs vs. reserving funds for the unknown needs of the future?",[],{"type":30,"text":1051,"spans":1052,"direction":57},"3. Communicate with your family.",[1053,1055],{"start":280,"end":1054,"type":292},2,{"start":1056,"end":741,"type":292},3,{"type":30,"text":1058,"spans":1059,"direction":57},"In my case, my kids got a great upbringing and education but less than one percent of the total wealth. - Bill Gates",[1060,1062],{"start":280,"end":1061,"type":483},103,{"start":1063,"end":1064,"type":36,"data":1065},106,116,{"link_type":219,"url":1066,"target":313},"https://philagiving.com/blog/2025/5/12/Sofia%20Michelakis%20Sofia%20Michelakis%202:30%E2%80%AFPM%20May%208%20this%20could%20be%20the%20pull%20quote%20Stephanie%20Ellis-Smith%20Stephanie%20Ellis-Smith%2010:31%E2%80%AFAM%20May%209%20Yes%20%20Turn%20on%20screen%20reader%20supportTo%20enable%20screen%20reader%20support,%20press%20%E2%8C%98+Option+Z%20To%20learn%20about%20keyboard%20shortcuts,%20press%20%E2%8C%98slash%20%20Bill%20Gates%20says%20his%20children%20will%20inherit%20'less%20than%201%'%20of%20his%20wealth",{"type":30,"text":1068,"spans":1069,"direction":57},"When a charitable foundation changes its time horizon from perpetuity to spend down, it is a board decision.  Sometimes multiple generations of a family sit on that board and are involved in the decision. However, there is no official “board” governing your decision to spend down your personal wealth and no requirement for transparency. ",[],{"type":30,"text":1071,"spans":1072,"direction":57},"We recommend that you share with close family members that you plan to spend down your wealth and why you are doing it. Some couples even decide to put their decision into a sort of “love letter” to their family that describes their values and motivations. Many adult Next Gen in fam
59ilies we’ve worked with have not only supported their parents’ spend down decisions, but also  advocated that the family increase and accelerate their charitable giving. Also, be sure to discuss any roles for children or grandchildren envisioned in your plans before assuming that they do (or don’t) wish to engage. In the end, you simply don’t want close members of your family surprised or uninformed. ",[],{"type":30,"text":1074,"spans":1075,"direction":57},"4. Get your advisors aligned around your goals.",[1076],{"start":280,"end":840,"type":292},{"type":30,"text":1078,"spans":1079,"direction":57},"A team of advisors can help you plan for distributing assets that you will give away. Most wealthy people have complex assets that will need to be considered – real estate, appreciated stock, privately held companies, revocable and irrevocable trusts, art collections and more. ",[],{"type":30,"text":1081,"spans":1082,"direction":57},"A spend down plan may require letting go of perfectly tax efficient giving. Your accountant  can help you understand the annual charitable giving amounts that are deductible from your income taxes, and you may discover that accelerating your giving means it won’t all be tax advantaged. When your tax advisor points this out, they are not telling you that you shouldn’t do it! Most CPAs are happy to see clients find joy and meaning through their philanthropy, and bringing up tax considerations is simply part of their job. ",[],{"type":30,"text":1084,"spans":1085,"direction":57},"Similarly, your wealth manager can help recommend the sequencing of asset liquidation to make funds available for giving in the early years of your spend down plan, while recommending a longer term plan to transfer or distribute funds from your more complicated assets to charity. Your estate attorney likely has a key role to play as well, as you will need to update your wills, review your existing trust documents, and make sure your intentions are documented properly. ",[],{"type":30,"text":1087,"spans":1088,"direction":57},"Given the variety of distinct skills involved in a personal spend down plan, we recommend that you have a “quarterback” who can manage the spend down process and keep all of the pieces moving in harmony. A philanthropic advisor is often in a good position to see across all of your different advisors with an eye toward your overall impact goals.",[1089],{"start":280,"end":1090,"type":292},346,{"type":30,"text":1092,"spans":1093,"direction":57},"5. Have fun!",[1094],{"start":280,"end":911,"type":292},{"type":30,"text":1096,"spans":1097,"direction":57},"It’s much more fun to give while you’re alive than to give when you’re dead. - Chuck Feeney",[1098,1100],{"start":280,"end":1099,"type":483},76,{"start":726,"end":1101,"type":36,"data":1102},91,{"link_type":219,"url":1103,"target":313},"https://www.atlanticphilanthropies.org/giving-while-living",{"type":30,"text":1105,"spans":1106,"direction":57},"With critical decisions made and your advisors and family informed and engaged, you’re ready to accelerate your giving! There is no shortage of good organizations and donor collaboratives to support. While the many options for giving overwhelm some people, we’ve seen that individuals and families who approach their giving with intention, and with the right support, experience greater clarity, deeper joy, and the satisfaction of seeing their impact grow in real time. ",[],{"type":30,"text":1108,"spans":1109,"direction":57},"Thinking about drawing down personal wealth assets to increase community assets can feel daunting, but it doesn’t have to be. Phīla has the experience and care needed to guide these conversations with you, your family, and your team. We specialize in building the trust that makes giving easier and more fulfilling. We are here when you are ready to take the first step. ",[],{"link_type":325},{"link_type":325},"body_copy$a16c9925-a0a3-49ab-a1f4-b16da36036ae",{"variation":134,"version":135,"items":1114,"primary":1121,"id":1122,"slice_type":338,"slice_label":6},[1115],{"article_heading":1116,"article_source_name":1117,"article_link":1118},"Inspired by Bill Gates? 5 Moves to Start Your Own Spend-Down Journey","https://philagiving.com/",{"link_type":219,"key":1119,"url":1120},"7575a1e7-8b41-47fa-8d1a-5391024b64f8","https://philagiving.com/blog/2025/5/12/inspired-by-bill-gates-5-moves-to-start-your-own-spend-down-journey",{"section_heading":6},"featured_in$014e5866-9af0-4b68-b35a-e9c461a02f38",{},{"id":1125,"uid":1126,"url":6,"type":259,"href":1127,"tags":1128,"first_publication_date":1129,"last_publication_date":1129,"slugs":1130,"linked_documents":1132,"lang":14,"alternate_languages":1133,"data":1138},"Z5FdbhEAACAAQhsv","get-money-moving-in-conversation-karen-keating-ansara-founder-neid-cofounder-ansara-family-fund","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=
59aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Z5FdbhEAACAAQhsv%22%29+%5D%5D",[],"2025-01-22T21:04:48+0000",[1131],"get-money-moving---in-conversation-karen-keating-ansara-founder-of-the-network-of-engaged-international-donors-and-the-cofounder-of-the-ansara-family-fund",[],[1134,1136],{"id":1135,"type":259,"lang":22,"uid":1126},"Z5FdZBEAACIAQhsb",{"id":1137,"type":259,"lang":25,"uid":1126},"Z5FdFREAACAAQhqn",{"thumbnail_image":1139,"tags":1142,"page_heading":1144,"page_introduction_copy":1150,"post_date":1160,"slices":1161,"meta_description":6,"meta_image":1270,"meta_title":6},{"dimensions":1140,"alt":276,"copyright":6,"url":277,"id":278,"edit":1141},{"width":274,"height":275},{"x":280,"y":280,"zoom":281,"background":282},[1143],{"tag":285},[1145],{"type":243,"text":1146,"spans":1147,"direction":57},"Get Money Moving - In Conversation: Karen Keating Ansara, founder of the Network of Engaged International Donors and the cofounder of the Ansara Family Fund",[1148],{"start":280,"end":1149,"type":292},156,[1151],{"type":30,"text":1152,"spans":1153,"direction":57},"Nick Palahnuk, Founder of PhilanthPro, talks with experts about strategic philanthropy as a part of a series with Foundation Magazine. PhilanthPro is an innovative software that helps advisors bring the power of financial planning to philanthropy so that charitable account holders can be more intentional about their giving.",[1154,1157],{"start":1155,"end":851,"type":36,"data":1156},26,{"link_type":219,"url":1031,"target":313},{"start":1158,"end":1159,"type":483},114,134,"2025-01-22",[1162,1260],{"variation":300,"version":135,"items":1163,"primary":1164,"id":1259,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":1165,"show_cta":46,"cta_label":6,"cta_link":1257,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":1258},[1166,1171,1178,1188,1192,1195,1198,1204,1209,1212,1218,1222,1225,1231,1235,1238,1244,1248,1250,1254],{"type":30,"text":1167,"spans":1168,"direction":57},"In Conversation: Karen Keating Ansara, founder of the Network of Engaged International Donors and the cofounder of the Ansara Family Fund\n\nIn this series, Nick Palahnuk talks with other philanthropic leaders who help to get money moving by addressing systemic barriers to giving. This edition features community-builder, global philanthropist, and writer Karen Keating Ansara, who has mobilized international giving by bringing people together and creating community. Ansara is the founder of the Network of Engaged International Donors and the cofounder of the Ansara Family Fund. For more about Karen Keating Ansara, see the end of this interview.",[1169],{"start":280,"end":1170,"type":292},137,{"type":30,"text":1172,"spans":1173,"direction":57},"Nick: The theme of this series is Get Money Moving because we are excited about helping people meet their charitable goals, get inspired, and be intentional and bold in their giving. That’s something you’ve done a lot of in your work by addressing people’s need for community.",[1174,1176],{"start":280,"end":1175,"type":483},276,{"start":280,"end":1177,"type":292},5,{"type":30,"text":1179,"spans":1180,"direction":57},"You founded the Network of Engaged International Donors (NEID) in 2008 and have served as Board Chair ever since. It’s an incredible network of hundreds of internationally focused donors. When did you first realize that building a community for like-minded donors would help so many people get their money moving internationally?",[1181,1183],{"start":280,"end":1182,"type":483},329,{"start":1184,"end":1185,"type":36,"data":1186},16,55,{"link_type":219,"url":1187,"target":313},"https://www.neidonors.org/",{"type":30,"text":1189,"spans":1190,"direction":57},"Karen: Fifteen years ago, when I first heard that only 2 percent of all philanthropic dollars in the US went to solve global problems, I realized we needed to change social norms about global giving. We needed more than annual conferences and white papers. We needed to be inspired to invest in common humanity beyond our psych
59ological and geographical borders.",[1191],{"start":280,"end":624,"type":292},{"type":30,"text":1193,"spans":1194,"direction":57},"Social norms are formed in communities where people value each other and build trust through shared pursuits — and so I wanted to build an intentional community where global giving is the  norm.",[],{"type":30,"text":1196,"spans":1197,"direction":57},"By early 2020, we had about 280 participants — including individual philanthropists, family foundations, multi-staffed institutional grantmakers and philanthropic advisors.  When the pandemic hit, we put our programming on Zoom and donors and foundations started tuning in from all over the country and even some foreign countries. Now, our goal is to grow our community to 500 participating members.",[],{"type":30,"text":1199,"spans":1200,"direction":57},"Nick: One of the things we think about a lot at PhilanthPro is how to help advisors meet clients’ needs, especially as wealth holders are increasingly interested in philanthropy. Based on your work with NEID members, is there one piece of advice you would give to financial and philanthropic advisors?",[1201,1203],{"start":280,"end":1202,"type":483},301,{"start":280,"end":1177,"type":292},{"type":30,"text":1205,"spans":1206,"direction":57},"Karen: I hate to say it, but too often, advisors don’t know where to start in the global philanthropy space.  That’s why our community welcomes philanthropy and wealth advisors — so they can learn and introduce their clients to opportunities and people who can serve as role models for their global philanthropic work.",[1207,1208],{"start":280,"end":513,"type":483},{"start":280,"end":624,"type":292},{"type":30,"text":1210,"spans":1211,"direction":57},"Advisors should probe what may be holding their clients back. I recommend a study that the National Center for Family Philanthropy just released called “Psychological Barriers to Giving.” Feeling disconnected from issues far away or overwhelmed by the complexity of problems can inhibit giving, according to the study. These findings are of magnified importance for those of us involved in international giving.",[],{"type":30,"text":1213,"spans":1214,"direction":57},"Nick: Speaking of different ways to be involved in the international space, let’s talk about your philanthropy. The Ansara Family Fund partners to eradicate poverty, lay the foundation for global health equity and promote community-driven development. How do you balance between emergency work and systemic approaches?",[1215,1217],{"start":280,"end":1216,"type":483},318,{"start":280,"end":1177,"type":292},{"type":30,"text":1219,"spans":1220,"direction":57},"Karen: Funding emergency relief is an act of compassion and is often a gateway to international philanthropy.  But emergencies expose social cancers that cannot be cured with band-aids.  Finding the right remedy requires listening to people define their own needs and as they take charge of their own recovery. There simply are no quick fixes, especially if you are an outsider.",[1221],{"start":280,"end":624,"type":292},{"type":30,"text":1223,"spans":1224,"direction":57},"The 2010 earthquake in Port au Prince, like the 2021 earthquake in Southern Haiti, revealed tremendous social and economic inequality in Haiti. The investment of billions of post-earthquake aid too often ignored this underlying problem. NEID’s mission is to help address deeper problems, like systemic inequality, by listening to local leaders, communities, and development practitioners.",[],{"type":30,"text":1226,"spans":1227,"direction":57},"Nick: How do you think about impact – and what has been some of the most important impact of your funding and grantee partners?",[1228,1230],{"start":280,"end":1229,"type":483},127,{"start":280,"end":1177,"type":292},{"type":30,"text":1232,"spans":1233,"direction":57},"Karen: Honestly, I have never liked the term “impact.”  It’s a jargony, rather arrogant word that implies something forceful that we do unto others to achieve an objective we want.  But I do know that my family’s philanthropy has made a difference. Through my husband’s organization, Build Health International, we have helped fund a new maternal health hospital built by women construction workers in a rural community of Sierra Leone.  Through our donor-advised fund, we have supported Protestant and Catholic parishioners in Northern Haiti as they build irrigation canals and peanut coops together.  Helping to strengthen communities – both very local communities and larger communities – is where we try to make a difference.",[1234],{"start":280,"end":624,"type":292},{"type":30,"text":1236,"spans":1237,"direction":57},"Making a difference on the other side of the world requires falling in love with the people and places where you wish to invest. I have learned to have that kind of devotion from my Haitian colleagues at the Haiti Development Institute, and I will be committed to Haiti for the rest of my life.",[],{"type":30,"text":1239,"spans":1240,"direction":57},"Nick: Karen – one thing that we have in common is that we are both studying at Harvard University. Being at Harvard has opened the door to so many experts and resources that have helped me build PhilanthPro. How about you? What made you decide to take this time to study, reflect and write as a 2024 Senior Fellow of the Harvard Advanced Leadership Initiative?  ",[1241,1243],{"start":280,"end":1242,"type":483},362,{"start":280,"end":1177,"type":292},{"type":30,"text":1245,"spans":1246,"direction":57},"Karen: After fifteen years as Board Chair of NEID, I felt desperate to reach a wider audience to share the amazing work of global philanthropists I have met.  I am writing a book with Maggi Alexander from The Philanthropic Initiative on why donors choose to give globally and how they have overcome common barriers.  I can’t wait to tell the stories of people changing the world and themselves with their incredible acts of generosity.",[1247],{"start":280,"end":624,"type":292},{"type":30,"text":588,"spans":1249,"direction":57},[],{"type":30,"text":1251,"spans":1252,"direction":57},"More About Karen Keating Ansara:",[1253],{"start":280,"end":741,"type":292},{"type":30,"text":1255,"spans":1256,"direction":57},"Currently a Senior Fellow in the Harvard Advanced Leadership Initiative, Karen makes grants with her husband to address global health systems, women’s empowerment, and deep poverty, especially in Haiti. To inspire more international philanthropy, in 2008 Karen launched what is now the Network of Engaged International Donors (NEID Global), a network of 350 philanthropists, foundations, advisors and impact investors investing to solve global problems. After the 2010 earthquake, Karen cofounded the Haiti Fund at the Boston Foundation, now the Haiti Development Institute (HDI). In addition to serving as Chair of NEID Global, Karen serves on the boards of MCE Social Capital, Women Moving Millions, Groundswell International, and Build Health International (founded by her husband, Jim), and as Board Chair Emeritus for HDI. Karen is a 20-year member of the Leadership Council of Oxfam America, and a graduate of Wellesley College (Pol. Sci.) and Andover Newton Theological School (MDiv). Karen and Jim live in Essex, MA and have 4 adult children.",[],{"link_type":325},{"link_type":325},"body_copy$5fc64349-1108-4a7b-83b4-ea5f5af7f8dc",{"variation":134,"ver
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PhilanthPro is an innovative software that helps advisors bring the power of financial planning to philanthropy so that charitable account holders can be more intentional about their giving.",[],[1366,1547],{"variation":300,"version":135,"items":1367,"primary":1368,"id":1546,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":1369,"show_cta":46,"cta_label":6,"cta_link":1544,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":1545},[1370,1374,1379,1383,1388,1393,1397,1402,1405,1416,1429,1434,1451,1478,1486,1490,1494,1497,1503,1511,1514,1528,1532,1536,1538],{"type":30,"text":1371,"spans":1372,"direction":57},"In Conversation: Akruti Desai, Gates Foundation",[1373],{"start":280,"end":840,"type":292},{"type":30,"text":1375,"spans":1376,"direction":57},"Akruti Desai is a Senior Program Officer on the Philanthropic Partnerships team at the Gates Foundation. She draws on two decades of experience working in asset management, impact investing and philanthropy.",[1377],{"start":280,"end":1378,"type":483},207,{"type":30,"text":1380,"spans":1381,"direction":57},"Nick: At PhilanthPro, one of our core beliefs is that people want to contribute to a better future through philanthropy – whatever form that may take in their lives. To do so, people often need support and systems that facilitate thoughtful giving. Gates Foundation has a highly strategic approach to building systems to support philanthropy, and so I’m particularly excited to hear from you, Akruti, in this edition of Get Money Moving!",[1382],{"start":280,"end":624,"type":292},{"type":30,"text":1384,"spans":1385,"direction":57},"As a member of the Philanthropic Partnerships team at the Gates Foundation, how do you unlock the power of philanthropy?",[1386],{"start":280,"end":1387,"type":292},120,{"type":30,"text":1389,"spans":1390,"direction":57},"Akruti: Our team works to inspire and enable more informed and intentional generosity by all. Our partners are those people and organizations that focus on increasing funding flows. By producing data, advancing policy, and serving as critical intermediaries, they are building the infrastru
59cture that supports generous philanthropic giving.",[1391],{"start":280,"end":1392,"type":292},8,{"type":30,"text":1394,"spans":1395,"direction":57},"Nick: I love that you focus on generosity. How does the Foundation help move people from generosity to action?",[1396],{"start":280,"end":1312,"type":292},{"type":30,"text":1398,"spans":1399,"direction":57},"Akruti:Some of our work focuses on the Giving Pledge community, a network of philanthropists who promise to give the majority of their wealth to charitable causes during their life or in their will. (Operationally, the Giving Pledge is a separate but affiliated initiative hosted at the Gates Foundation.) To create the conditions for action, we curate a series of regular learning opportunities and connect Pledgers with people, tools, and services that we think can help them along in their giving journey.",[1400],{"start":280,"end":1401,"type":292},7,{"type":30,"text":1403,"spans":1404,"direction":57},"We also invest in data, because the entire sector benefits when donors and sector practitioners have the right knowledge and fact base to build their philanthropic strategies.",[],{"type":30,"text":1406,"spans":1407,"direction":57},"We funded the Women and Girls Index developed by the Women’s Philanthropy Institute at the Lilly Family School of Philanthropy. Even those of us who have been in the sector for a while were surprised to learn that less than 2% of charitable dollars in the US go to organizations focused on women and girls. More recently, we supported the Ms. Foundation’s Pocket Change report series on the funding flows of charitable dollars to women and girls of color and the impact of chronic philanthropic underinvestment in organizations led by women and nonbinary leaders of color.",[1408,1412],{"start":1409,"end":404,"type":36,"data":1410},14,{"link_type":219,"url":1411,"target":313},"https://wgi.communityplatform.us/",{"start":1413,"end":1004,"type":36,"data":1414},356,{"link_type":219,"url":1415,"target":313},"https://forwomen.org/pocketchange/",{"type":30,"text":1417,"spans":1418,"direction":57},"Recognizing that small donations comprise the bulk of individual giving in the US, we support campaigns like GivingTuesday, and organizations that work to scale everyday giving and giving circles, like Philanthropy Together. These are a few examples of how we try to propel generosity into action, and to remove knowledge gaps and other obstacles.",[1419,1424],{"start":1420,"end":1421,"type":36,"data":1422},109,123,{"link_type":219,"url":1423,"target":313},"https://www.givingtuesday.org/",{"start":1425,"end":1426,"type":36,"data":1427},202,224,{"link_type":219,"url":1428,"target":313},"https://philanthropytogether.org/",{"type":30,"text":1430,"spans":1431,"direction":57},"Nick: We met at the Women Moving Millions Summit in New York, where you were meeting with partners to support philanthropy. What are some of the ways you’re your team creates opportunities for philanthropists to connect and collaborate?",[1432],{"start":280,"end":1433,"type":292},236,{"type":30,"text":1435,"spans":1436,"direction":57},"Akruti: We support donor networks that create and strengthen communities within the philanthropic space, such as the Donors of Color Network, Women Donors Network and Maverick Collective. We also support collaborative funds, which are critical intermediary organizations that pool capital and leverage it for exponential impact. Often these collaboratives are trying to improve the systems that underpin the philanthropic field. Their collaborative structure optimizes collective expertise, relationships, and money to improve society beyond what any single donor could do alone.",[1437,1438,1442,1447],{"start":280,"end":1392,"type":292},{"start":1439,"end":504,"type":36,"data":1440},117,{"link_type":219,"url":1441,"target":313},"https://www.donorsofcolor.org/",{"start":1443,"end":1444,"type":36,"data":1445},142,162,{"link_type":219,"url":1446,"target":313},"https://womendonors.org/",{"start":652,"end":1448,"type":36,"data":1449},186,{"link_type":219,"url":1450,"target":313},"https://maverickcollective.org/",{"type":30,"text":1452,"spans":1453,"direction":57},"We are excited to see collaborative funds growing and thriving, and we support this ecosystem through research in partnership with The Bridgespan Group, convenings, and seed funding where appropriate. Audacious Project, Lever for Change, HIVE Fund, and California Black Freedom Fun
59d are some of our collaborative fund grantees.",[1454,1459,1464,1468,1473],{"start":1455,"end":1456,"type":36,"data":1457},131,151,{"link_type":219,"url":1458,"target":313},"https://www.bridgespan.org/",{"start":1460,"end":1461,"type":36,"data":1462},201,218,{"link_type":219,"url":1463,"target":313},"https://www.ted.com/about/programs-initiatives/the-audacious-project",{"start":1465,"end":1433,"type":36,"data":1466},220,{"link_type":219,"url":1467,"target":313},"https://www.leverforchange.org/",{"start":1469,"end":1470,"type":36,"data":1471},238,247,{"link_type":219,"url":1472,"target":313},"https://hivefund.org/",{"start":1474,"end":1475,"type":36,"data":1476},253,283,{"link_type":219,"url":1477,"target":313},"https://cablackfreedomfund.org/",{"type":30,"text":1479,"spans":1480,"direction":57},"The Foundation is also an active partner to philanthropists whose interests align with ours. We facilitate partnerships, co-fund, and make connections to accelerate progress on urgent issues. We even created Gates Philanthropy Partners, a separate public 501c3 to respond to the many unsolicited gifts from donors who want to give alongside the foundation to our grantee partners.",[1481],{"start":1482,"end":1483,"type":36,"data":1484},208,235,{"link_type":219,"url":1485,"target":313},"https://www.gatesphilanthropypartners.org/about",{"type":30,"text":1487,"spans":1488,"direction":57},"Nick: We’ve talked a lot about donors, but what about philanthropic advisors? When you think about positive systemic change in philanthropy, what can be done to leverage this influential group?",[1489],{"start":280,"end":993,"type":292},{"type":30,"text":1491,"spans":1492,"direction":57},"Akruti:We know that philanthropic advisors play a key role in the charitable giving of high net wealth donors, but the market is extremely fragmented. Many advisors are independent consultants, working without the benefit of community and peer learning.",[1493],{"start":280,"end":1401,"type":292},{"type":30,"text":1495,"spans":1496,"direction":57},"We’ve seen the tremendous benefit of supporting collaboration among donors, and similarly, I believe that supporting collaboration between philanthropic advisors, and financial advisors who are philanthropy-minded, is a highly leveraged play.",[],{"type":30,"text":1498,"spans":1499,"direction":57},"One of our partners is P150, a collaborative of global philanthropy advisors. They leverage their collective expertise on all the salient aspects of giving such as values, vehicles, governance, grantmaking, and more. Their original goal was to bring together 150 philanthropy advisors to test the concept of an advisor network but they were pleasantly surprised to find demand evolving quickly early on.",[1500],{"start":740,"end":557,"type":36,"data":1501},{"link_type":219,"url":1502,"target":313},"https://www.p150.org/",{"type":30,"text":1504,"spans":1505,"direction":57},"The much written about Great Wealth Transfer is already here and we need to ensure that philanthropic professionals are fully equipped to support donors and are recognized as experts. New programs are meeting the increasing demand for credentialing in the space, such as the Impact Philanthropy Advisor certification offered by Daylight Advisors, and the pilot curriculum offered by the Lilly Family School of Philanthropy at Indiana University.",[1506],{"start":1507,"end":1508,"type":36,"data":1509},275,302,{"link_type":219,"url":1510,"target":313},"https://www.daylightadvisors.com/impact-philanthropy-advisor",{"type":30,"text":1512,"spans":1513,"direction":57},"I’ve been focusing on our US strategy, but we employ the same approach out of our country offices in China, India, and the continent of Africa.",[],{"type":30,"text":1515,"spans":1516,"direction":57},"Nick: We share your belief in the transformative power of partnerships and community! We partner with the Chartered Advisor in Philanthropy program at the American Financial Services College, and we just launched a new partnership with GiveTeam, as featured in Investment News.",[1517,1519,1523],{"start":280,"end":1518,"type":292},277,{"start":1063,"end":1520,"type":36,"data":1521},139,{"link_type":219,"url":1522,"target":313},"https://www.theamericancollege.edu/learn/professional-designations-certifications/cap?&gad_source=1",{"start":1524,"end":1525,"type":36,"data":1526},215,244,{"link_type":219,"url":1527,"target":313},"https://www.investmentnews.com/fintech/fintech-firm-philanthpro-entices-advisors-with-giveteam-partnership/257805",{"type":30,"text":1529,"spans":1530,"direction":57},"Akruti, the Foundation has an impressive set of diversified strategies to support philanthropy. In all of this, what is the north star?",[1531],{"start":280,"end":932,"type":292},{"type":30,"text":1533,"spans":1534,"direction":57},"Akruti: Our team knows that giving isn’t easy, and donors face many obstacles even when generosity is their goal. Our north star is to address those obstacles and facilitate truly generous giving that saves and transforms lives.",[1535],{"start":280,"end":1392,"type":292},{"type":30,"text":588,"spans":1537,"direction":57},[],{"type":30,"text":1539,"spans":1540,"direction":57},"Nicholas Palahnuk is Founder of PhilanthPro and can be reached at [email protected]",[1541,1543],{"start":280,"end":1542,"type":483},17,{"start":280,"end":1542,"type":292},{"link_type":325},{"link_type":325},"body_copy$e7b8c7c5-6e83-44d2-99e0-03ea67e48d4b",{"variation":134,"ver
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They are making bold gifts to empower and fuel the work of frontline leaders in human rights, climate change, journalism, and democracy. The stakes are high and they want to be strategic so their giving makes the greatest possible difference.",[],{"type":30,"text":1601,"spans":1602,"direction":57},"The reality is, though, that many of them are making gifts without access to real-time data to show how those commitments impact their long-term strategy.",[],{"type":30,"text":1604,"spans":1605,"direction":57},"Sophisticated software exists for people who want to accumulate wealth, plan their retirement, or compare investment strategies. Until now, there has been no software with this capacity to support planning in philanthropy.",[],{"type":30,"text":1607,"spans":1608,"direction":57},"I learned this for myself when I started my foundation three years ago. I searched unsuccessfully for software that would help me align my giving strategy with my values and resources. Even among professors who study the nonprofit sector at Harvard, where I am pursuing a degree, I couldn’t find anyone who knew of such a tool.",[],{"type":30,"text":1610,"spans":1611,"direction":57},"In need of a solution for my foundation, and wanting to be part of the solution for others, I spent a year interviewing people about their giving, and I researched the most pressing questions in philanthropy today.",[],{"type":30,"text":1613,"spans":1614,"direction":57},"As the founder of a wealth management practice, I’ve always been obsessed with understanding clients’ perspectives. Now, I am also obsessed with the perspectives of people who fund the social sector, and with helping them and their advisors to get charitable money moving.",[],{"type":30,"text":1616,"spans":1617,"direction":57},"After a year of deep listening, I launched PhilanthPro, a suite of tools and resources that bring the power of financial planning to philanthropy. Now, people who hold charitable accounts are equipped with software that supports bold and strategic giving.",[1618],{"start":1619,"end":1620,"type":36,"data":1621},43,54,{"link_type":219,"url":1622,"target":313},"https://www.philanthpro.com",{"type":30,"text":1624,"spans":1625,"direction":57},"Hundreds of billions of dollars sit in Donor Advised Funds (DAFs) and foundations that could be mobilized by frontline organizations that are driving positive change now. PhilanthPro is one actor within the movement of people and organizations that want to get these philanthropic dollars moving faster and more effectively.",[],{"type":30,"text":1627,"spans":1628,"direction":57},"While launching PhilanthPro, I met powerful advocates and innovators, and now I want to introduce you to some of these thinkers. In the following months, we will bring you a series of Q&A with established advocates in the philanthropy field.",[],{"type":30,"text":1630,"spans":1631,"direction":57},"The next issue will feature an article with Jennifer Risher, author of We Need to Talk: A Memoir about Wealth. Jen is also the co-founder of #HalfMyDAF, a matching program through which she has incentivized $50 million in giving from DAFs.",[1632],{"start":1633,"end":1312,"type":483},71,{"type":30,"text":1635,"spans":1636,"direction":57},"In the Q&As that follow in this series, I will speak with banking and wealth management leaders about their clients’ growing demand for philanthropy planning, with experts on the historic wealth transfer, and with frontline CEOs. Please join me as we learn together.",[],{"type":30,"text":1638,"spans":1639,"direction":57},"Philanthropy is deeply personal, and the stakes are high. Many of us struggle with whether or not to: spend down our DAFs and foundations, make large or unplanned transformational gifts, or involve younger inheritors. I’m on this journey as well, and I’m glad to be in the company of people who think hard about the good they want to do in the world.",[],{"type":30,"text":1641,"spans":1642,"direction":57},"Sharing stories helps us to clarify our values, gain strategic insights, and form a community. In this spirit, I’ll share a bit of my story as we kick off this series.",[],{"type":30,"text":1644,"spans":1645,"direction":57},"I began working at a bank before I finished high school. Helping people manage their money always gave me a sense of well-being, especially early in my adult life when I came out as a gay man and was carving my own path forward. Behind the teller counter, I studied between customers and soon became the youngest Certified Financial Planner in Canada at the age of 21.",[],{"type":30,"text":1647,"spans":1648,"direction":57}
59,"Only a year later, I lost my father to suicide. I was young, and without knowing any other way to grieve, I threw myself into building a practice where I was able to help people plan their futures. I built a community of clients, colleagues and peers and grew to be a top advisor. But over time, I began to ask myself if I had something more to offer. It was time to start giving back in a bigger way.",[],{"type":30,"text":1650,"spans":1651,"direction":57},"I didn’t have a lot of experience in philanthropy, but I had an anchor. I wanted to help people who suffer from mental health challenges, like my father, and I wanted to put my money to work in some of the places where mental health support is least accessible.",[],{"type":30,"text":1653,"spans":1654,"direction":57},"I decided to return to Malawi, in East Africa, where I had volunteered as a teenager. Meetings with young people, psychology students and graduates, and nonprofit leaders, convinced me that I was on the right path.",[],{"type":30,"text":1656,"spans":1657,"direction":57},"I know I have a lot to learn, so I built a flexible giving plan that allows me to respond to new requests. I made initial gifts to support research and mental health programs in Malawi and in Canada, and I’m helping the leading mental health support organization in East Africa to expand its program to Malawi. As I grow the work and learn about the nonprofits with whom I align, I plan to do more long-term, planned giving that puts more control in the hands of my nonprofit partners.",[],{"type":30,"text":1659,"spans":1660,"direction":57},"One of the things I learned from old and new friends at the summit in New York is how much we have to learn from one another. I look forward to sharing more with you through the upcoming Q&A series, and I hope to hear from you.",[],{"type":30,"text":1539,"spans":1662,"direction":57},[1663,1664,1665],{"start":280,"end":1542,"type":483},{"start":280,"end":1542,"type":292},{"start":741,"end":1666,"type":36,"data":1667},44,{"link_type":219,"url":1622,"target":313},{"link_type":325},{"link_type":325},"body_copy$0a7d08c3-2208-4433-a1e5-92c8f200c352",{"variation":134,"version":135,"items":1672,"primary":1678,"id":1680,"slice_type":338,"slice_label":6},[1673],{"article_heading":1674,"article_source_name":1675,"article_link":1676},"Get Money Moving","Foundation Magazine",{"link_type":219,"key":1677,"url":1314,"target":313},"8ef36f92-b9f1-4d2f-82c0-1b7d83a1775b",{"section_heading":1679},"Featured In","featured_in$3080d331-fc8b-49d2-827d-b50fb472a069",{},{"id":1683,"uid":1684,"url":6,"type":259,"href":1685,"tags":1686,"first_publication_date":1687,"last_publication_date":1688,"slugs":1689,"linked_documents":1690,"lang":14,"alternate_languages":1691,"data":1696},"Zy0obRAAACEA1eVF","keynote-panel-at-the-international-association-of-advisors-in-philanthropy","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zy0obRAAACEA1eVF%22%29+%5D%5D",[],"2024-11-07T20:51:59+0000","2024-12-20T16:56:31+0000",[1684],[],[1692,1694],{"id":1693,"type":259,"lang":25,"uid":1684},"Zy0n2RAAACAA1eRi",{"id":1695,"type":259,"lang":22,"uid":1684},"Zy0oXhAAAHGu1eUp",{"thumbnail_image":1697,"tags":1705,"page_heading":1707,"page_introduction_copy":1713,"post_date":1301,"slices":1722,"meta_description":6,"meta_image":1731,"meta_title":6},{"dimensions":1698,"alt":1701,"copyright":6,"url":1702,"id":1703,"edit":1704},{"width":1699,"height":1700},1131,1600,"Join Us For Trends in Philanthropy Flyer","https://images.prismic.io/philanthpro/Zy5Og68jQArT0pZ6_aip-conference.jpeg?auto=format,compress","Zy5Og68jQArT0pZ6",{"x":280,"y":280,"zoom":281,"background":282},[1706],{"tag":285},[1708],{"type":243,"text":1709,"spans":1710,"direction":57},"Keynote Panel at the International Association of Advisors in Philanthropy",[1711],{"start":280,"end":1712,"type":292},74,[1714],{"type":30,"text":1715,"spans":1716,"direction":57},"On November 14th at 1:30pm PT, AiP President Rick Peck interviewed Nick Palahnuk with Jennifer Lehman of the American College of Financial Services and Craig Buchanan of CapShift in a keynote panel on tooling up for the great wealth transfer.\n\nIn San Jose, November 13-15th, the International Association of Advisors in Philanthropy (AiP) hosted their 2024 philanthropy conference, The Great Wealth Transfer: All Bets Are Off.\n\n",[1717],{"start":1718,"end":1719,"type":36,"data":1720},279,338,{"link_type":219,"url":1721,"target":313},"https://www.advisorsinphilanthropy.org/",[1723],{"variation":134,"ver
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Advisors will receive hands-on training during this time to ensure their mastery of the user-friendly and innovative software, and to boost their ability to provide clients with real-time modeling and analysis.",[],"2024-10-16",[1840,1908],{"variation":134,"version":135,"items":1841,"primary":1842,"id":1907,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":1843,"show_cta":46,"cta_label":6,"cta_link":1905,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":1906},[1844,1851,1858,1863,1868,1873,1880,1884,1889,1899,1902],{"type":30,"text":1845,"spans":1846,"direction":57},"GiveTeam is the unique philanthropic planning company that specializes in supporting donors who give $10K-$1M per year and want to be more intentional in their giving. GiveTeam works collaboratively with financial advisors to support their donor-clients to articulate their charitable focus, determine appropriate giving budgets and vehicles, and find trusted US-based organizations to fund that are aligned with their priorities, values and goals.",[1847,1850],{"start":280,"end":1392,"type":36,"data":1848},{"link_type":219,"url":1849,"target":313},"https://c212.net/c/link/?t=0&l=en&o=4276951-1&h=4056557182&u=https%3A%2F%2Fwww.thegiveteam.com%2F&a=GiveTeam",{"start":280,"end":1392,"type":292},{"type":30,"text":1852,"spans":1853,"direction":57},"PhilanthPro is innovative software that brings the power of financial planning to philanthropy. Until now, advisors did not have software to support their clients' ongoing charitable activities. Now, advisors can generate financial and grantmaking scenario reports and projections in real-time to help clients consider the impact of their giving. Through sophisticated financial and grantmaking analysis and streamlined tools for charitable management and administration, PhilanthPro is transforming the way that advisors work with their clients.",[1854,1857],{"start":280,"end":619,"type":36,"data":1855},{"link_type":219,"url":1856,"target":313},"https://c212.net/c/link/?t=0&l=en&o=4276951-1&h=854500066&u=http%3A%2F%2Fwww.philanthpro.com%2F&a=PhilanthPro",{"start":280,"end":619,"type":292},{"type":30,"text":1859,"spans":1860,"direction":57},"\"Financial advisors come to us at GiveTeam because they want to provide their clients with a higher and more comprehensive level of charitable planning support. Together, alongside advisors, we support their donor-clients in crafting a charitable mission statement, setting a budget and appropriate giving vehicle, and introducing donors to trusted US-based nonprofits that are aligned to their goals.\"",[1861],{"start":280,"end":1862,"type":483},402,{"type":30,"text":1864,"spans":1865,"direction":57},"\"Now, for the first time, advisors who work with GiveTeam can also access the most innovative financial and grant-planning software on the market through PhilanthPro. They will also have access to customized training that will build their tech toolkit and deepen their ability to share their analysis and recommendations with clients.\"",[1866],{"start":280,"end":1867,"type":483},335,{"type":30,"text":1869,"spans":1870,"direction":57},"\"This partnership enables advisors to competitively differentiate themselves in a very crowded marketplace and enables donors to access the best charitable planning advice and financial planning tools on the market--ultimately, driving more dollars back into the social sector.\"",[1871],{"start":280,"end":1872,"type":483},278,{"type":30,"text":1874,"spans":1875,"direction":57},"            -Erinn Andrews, CEO and Founder of GiveTeam",[1876,1877,1879],{"start":911,"end":1185,"type":483},{"start":840,"end":1185,"type":36,"data":1878},{"link_type":219,"url":1849,"target":313},{"start":840,"end":1185,"type":292},{"type":30,"text":1881,"spans":1882,"direction":57},"\"We are so excited to partner with GiveTeam, a standard-setting organization that has had a huge impact b
59y helping advisors and donors connect with impactful, mission-aligned nonprofits.\"",[1883],{"start":280,"end":935,"type":483},{"type":30,"text":1885,"spans":1886,"direction":57},"\"Through this partnership, we aim to jointly mobilize new levels of funding through planned, intentional giving plans. Since founding PhilanthPro, I've talked with hundreds of people who want to increase their philanthropy and look to advisors for more robust support. Together, this is exactly what we aim to deliver.\"",[1887],{"start":280,"end":1888,"type":483},319,{"type":30,"text":1890,"spans":1891,"direction":57},"      -Nicholas Palahnuk, CEO and Founder of PhilanthPro",[1892,1894,1898],{"start":280,"end":1893,"type":483},56,{"start":1895,"end":1893,"type":36,"data":1896},45,{"link_type":219,"url":1897,"target":313},"https://c212.net/c/link/?t=0&l=en&o=4276951-1&h=743489194&u=https%3A%2F%2Fwww.philanthpro.com%2F&a=PhilanthPro",{"start":1895,"end":1893,"type":292},{"type":30,"text":1900,"spans":1901,"direction":57},"SOURCE PhilanthPro Solutions Inc",[],{"type":30,"text":1903,"spans":1904,"direction":57},"To learn more, please contact: GiveTeam: Erinn Andrews | [email protected], PhilanthPro: Xanthe Scharff | [email protected]",[],{"link_type":325},{"link_type":325},"body_copy$7d338a58-4e0e-4f09-bc51-b688f7ac545e",{"variation":134,"version":135,"items":1909,"primary":1915,"id":1916,"slice_type":338,"slice_label":6},[1910],{"article_heading":1831,"article_source_name":1911,"article_link":1912},"Newswire",{"link_type":219,"key":1913,"url":1914},"89b8f88c-c12f-4c39-b773-e9632651a87c","https://www.prnewswire.com/news-releases/giveteam-and-philanthpro-launch-a-new-partnership-302274611.html",{"section_heading":1679},"featured_in$47b9e257-eddb-48c1-aeb4-50cd9cba89b5",{},{"id":1919,"uid":1920,"url":6,"type":259,"href":1921,"tags":1922,"first_publication_date":1923,"last_publication_date":1923,"slugs":1924,"linked_documents":1925,"lang":14,"alternate_languages":1926,"data":1931},"Z2RXSBIAACMABKTT","daylight-and-philanthpro-launch-a-new-partnership","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Z2RXSBIAACMABKTT%22%29+%5D%5D",[],"2024-12-19T17:26:34+0000",[1920],[],[1927,1929],{"id":1928,"type":259,"lang":25,"uid":1920},"Z2RWghIAACMABKOx",{"id":1930,"type":259,"lang":22,"uid":1920},"Z2RXFxIAACIABKSJ",{"thumbnail_image":1932,"tags":1935,"page_heading":1937,"page_introduction_copy":1942,"post_date":1947,"slices":1948,"meta_description":6,"meta_image":2017,"meta_title":6},{"dimensions":1933,"alt":276,"copyright":6,"url":277,"id":278,"edit":1934},{"width":274,"height":275},{"x":280,"y":280,"zoom":281,"background":282},[1936],{"tag":285},[1938],{"type":243,"text":1939,"spans":1940,"direction":57},"Daylight and PhilanthPro Launch a new Partnership",[1941],{"start":280,"end":512,"type":292},[1943],{"type":30,"text":1944,"spans":1945,"direction":57},"Daylight and PhilanthPro launch a new partnership to give wealth and philanthropy advisors access to training and technology to deepen their philanthropic advising.",[1946],{"start":280,"end":512,"type":292},"2024-12-19",[1949,2008],{"variation":300,"version":135,"items":1950,"primary":1951,"id":2007,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":1952,"show_cta":46,"cta_label":6,"cta_link":2005,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":2006},[1953,1960,1967,1970,1975,1979,1984,1988,1993,1996,2000,2003],{"type":30,"text":1954,"spans":1955,"direction":57},"Daylight is a platform where advisors can find the knowledge, ideas, and community to support their passion for growth, service, and philanthropic outcomes. Their flagship Impact Philanthropy Advisor certification program is designed to help wealth and philanthropic advisors grow their businesses and impact.\n",[1956,1959],{"start":280,"end":1392,"type":36,"data":1957},{"link_type":219,"url":1958,"target":313},"https://c212.net/c/link/?t=0&l=en&o=4323036-1&h=861598750&u=https%3A%2F%2Fwww.daylightadvisors.com%2F&a=Daylight",{"start":280,"end":1392,"type":292},{"type":30,"text":1961,"spans":1962,"direction":57},"PhilanthPro is innovative software that brings the power of financial planning to philanthropy. With PhilanthPro, advisors can generate financial and grantmaking scenario reports and projections in real-time to help clients consider the impact of their giving. Through sophisticated financial and grantmaking analysis and streamlined tools for charitable management and administration, PhilanthPro is transforming the way that advisors work with their clients.\n",[1963,1966],{"start":280,"end":619,"type":36,"data":1964},{"link_type":219,"url":1965,"target":313},"https://c212.net/c/link/?t=0&l=en&o=4323036-1&h=2339087945&u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4276951-1%26h%3D854500066%26u%3Dhttp%253A%252F%252Fwww.philanthpro.com%252F%26a%3DPhilanthPro&a=PhilanthPro",{"start":280,"end":619,"type":292},{"type":30,"text":1968,"spans":1969,"direction":57},"Through this new partnership, users of PhilanthPro's software will receive a special, discounted registration rate for the Impact Philanthropy Advisors accreditation course and will gain access to Daylight's Impact Advisor Network. PhilanthPro will offer discounted licenses to any advisor who has enrolled in, or has completed, the Impact Philanthropy Advisor course offered by Daylight.\n",[],{"type":30,"text":1971,"spans":1972,"direction":57},"\"Daylight Advisors has developed a phenomenal course that empowers financial advisors to guide their clients on philanthropic matters with confidence and helps philanthropic advisors to deepen their skills. PhilanthPro puts a powerful and easy-to-use technology into these same advisors' hands so that they can help clients plan their giving, be intentional, and in many cases, take big bets that will make the world a better place.\"",[1973],{"start":280,"end":1974,"type":483},433,{"type":30,"text":1976,"spans":1977,"direction":57},"-Nick Palahnuk, CEO and Founder, PhilanthPro\n",[1978],{"start":280,"end":1666,"type":483},{"type":30,"text":1980,"spans":1981,"direction":57},"\"Advisors play a critical role within the social impact ecosystem, yet many are not conversant in philanthropic planning. Daylight helps these advisors build expertise so they can provide robust, meaningful support to their clients. Until now, the lack of technological innovation in the space made it hard to obtain and manage data for decision-making about how much to give, and how to maximize impact. PhilanthPro provides a simple and effective way to run the data and share it in a digestible way.\"",[1982],{"start":281,"end":1983,"type":483},503,{"type":30,"text":1985,"spans":1986,"direction":57},"-Dien Yuen, CEO and Founder, Daylight\n",[1987],{"start":280,"end":851,"type":483},{"type":30,"text":1989,"spans":1990,"direction":57},"\"Advisors are the key to moving the field of philanthropy forward. People who hold charitable accounts want to make a difference with their money, but they don't always get the support they need. We are advisors ourselves, and that is why we are so excited to help advisor colleagues grow their ability to provide smart, strategic philanthropic support guided by software that is expressly made for them.\"",[1991],{"start":280,"end":1992,"type":483},405,{"type":30,"text":1976,"spans":1994,"direction":57},[1995],{"start":280,"end":1666,"type":483},{"type":30,"text":1997,"spans":1998,"direction":57},"\"Our research found that 258 philanthropy advisors helped facilitate over $13 billion in giving in 2023. Daylight's philanthropic planning training combined with PhilanthPro's technology platform helps advisors be more efficient and effective, accelerating the social impact that these high-net-worth families desire.\"",[1999],{"start":280,"end":1216,"type":483},{"type":30,"text":1985,"spans":2001,"direction":57},[2002],{"start":280,"end":851,"type":483},{"type":30,"text":1900,"spans":2004,"direction":57},[],{"link_type":325},{"link_type":325},"body_copy$41558e0e-15db-4356-9a7f-169495b94499",{"variation":134,"ver
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59aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Za6ntBAAAHWCHC_0%22%29+%5D%5D",[],"2024-01-22T17:36:55+0000","2024-01-28T16:40:34+0000",[],[],[2101,2103],{"id":2102,"type":259,"lang":22,"uid":2093},"Zk0aOhAAACQAxhwb",{"id":2104,"type":259,"lang":25,"uid":2093},"Za6eBRAAAHmCHBtH",{"thumbnail_image":2106,"tags":2110,"page_heading":2113,"page_introduction_copy":2117,"post_date":2129,"slices":2130,"meta_description":6,"meta_image":2208,"meta_title":6},{"dimensions":2107,"alt":2108,"copyright":6,"url":357,"id":358,"edit":2109},{"width":274,"height":275},"PhilanthPro Logo Graphic",{"x":280,"y":280,"zoom":281,"background":282},[2111],{"tag":2112},"Product Update",[2114],{"type":243,"text":2115,"spans":2116,"direction":57},"PhilanthPro Solutions Inc. Launches PhilanthPro, Cloud-Based Philanthropic Financial Planning Software",[],[2118],{"type":30,"text":2119,"spans":2120,"direction":57},"PhilanthPro Solutions Inc., a software company dedicated to fostering philanthropy, announces the launch of PhilanthPro. The cloud-based software offers a suite of easy-to-use tools for clients and their financial advisors to professionally plan and manage charitable accounts. PhilanthPro is useful for any sized portfolio and is available on a subscription basis.",[2121,2128],{"start":2122,"end":1772,"type":36,"data":2123},108,{"id":2124,"type":90,"tags":2125,"lang":25,"slug":92,"first_publication_date":2126,"last_publication_date":2127,"link_type":45,"isBroken":46},"ZTgcBxIAAP6c2Xnq",[],"2023-10-25T21:33:44+0000","2025-02-13T03:25:17+0000",{"start":2122,"end":1772,"type":292},"2024-01-22",[2131,2199],{"variation":300,"version":135,"items":2132,"primary":2133,"id":2198,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":2134,"show_cta":46,"cta_label":6,"cta_link":2196,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":2197},[2135,2141,2144,2147,2155,2158,2161,2164,2169,2172,2175,2178,2187],{"type":30,"text":2119,"spans":2136,"direction":57},[2137,2140],{"start":2122,"end":1772,"type":36,"data":2138},{"id":2124,"type":90,"tags":2139,"lang":25,"slug":92,"first_publication_date":2126,"last_publication_date":2127,"link_type":45,"isBroken":46},[],{"start":2122,"end":1772,"type":292},{"type":30,"text":2142,"spans":2143,"direction":57},"PhilanthPro was developed specifically for clients with foundations, charitable trusts, and donor-advised funds. The innovative software allows clients to engage with their financial advisors to create goals-based financial plans for charitable accounts. Taking key inputs, the software generates interactive scenario reports for informed discussion and decision-making. \"The financial industry is designed to help people accumulate wealth, not give it away, and that's a problem for philanthropic clients and their advisors. PhilanthPro brings the professional planning we're capable of to the world of philanthropy,\" said Nicholas Palahnuk, Founder and Chief Executive Officer. ",[],{"type":30,"text":2145,"spans":2146,"direction":57},"PhilanthPro also allows clients to plan grant commitments using an interactive grant planning tool. \"Our research showed that clients were disappointed with the ad hoc spreadsheets being used in the industry,\" said Richard Taylor, Chief Operating Officer. \"This tool allows clients to plan grants and see the effect in real-time, giving them confidence in making bold commitments.\" ",[],{"type":30,"text":2148,"spans":2149,"direction":57},"In addition, PhilanthPro offers a suite of tools to make day-to-day management and administration easier for clients. These include a charitable relationship management system, a governance and records portal, learning materials, curated news about philanthropy, and multi-user access. ",[2150,2154],{"start":2151,"end":912,"type":36,"data":2152},13,{"id":2124,"type":90,"tags":2153,"lang":25,"slug":92,"first_publication_date":2126,"last_publication_date":2127,"link_type":45,"isBroken":46},[],{"start":2151,"end":912,"type":292},{"type":30,"text":2156,"spans":2157,"direction":57}
59,"\"I recently started my own foundation to address mental health, a cause close to my heart. Having advised hundreds of clients on financial planning, I was surprised to learn that when it came to planning for charitable accounts, sophisticated software didn't exist,\" shared Palahnuk, an investment advisor and portfolio manager. Having started his career in wealth management at the age of twenty-one, Palahnuk is now recognized as one of Canada's leading wealth managers. ",[],{"type":30,"text":2159,"spans":2160,"direction":57},"\"PhilanthPro and philanthropic financial planning is ultimately about making it easier to support front-line nonprofits that are so critical to society. With a sound financial plan, clients can have the confidence to make bold grant commitments and support nonprofits through difficult times,\" said Palahnuk. \"Our vision is to foster philanthropy for a brighter future, and our software helps take us there.\" ",[],{"type":30,"text":2162,"spans":2163,"direction":57},"Charitable accounts, including foundations, charitable trusts, and donor-advised funds, hold more than $1.7 trillion in assets and support the charitable sector globally.\n",[],{"type":30,"text":2165,"spans":2166,"direction":57},"About PhilanthPro Solutions ",[2167],{"start":280,"end":2168,"type":292},27,{"type":30,"text":2170,"spans":2171,"direction":57},"PhilanthPro Solutions Inc. is a software company empowering people to confidently plan and manage charitable accounts. Established in 2023, the company is based in Toronto and Los Angeles and serves clients around the world. ",[],{"type":30,"text":2173,"spans":2174,"direction":57},"SOURCE:  PhilanthPro Solutions Inc. ",[],{"type":30,"text":2176,"spans":2177,"direction":57},"For further information: ",[],{"type":30,"text":2179,"spans":2180,"direction":57},"Richard Taylor, Chief Operating Officer \[email protected] \n+1 310-878-9004 ",[2181,2186],{"start":2182,"end":2183,"type":36,"data":2184},41,72,{"link_type":219,"url":2185,"target":313},"mailto:[email protected]%C2%A0",{"start":2182,"end":2183,"type":292},{"type":30,"text":2188,"spans":2189,"direction":57},"Bill Lukashenko, Media Relations \[email protected] \n+1 416-629-3985 ",[2190,2195],{"start":2191,"end":2192,"type":36,"data":2193},34,61,{"link_type":219,"url":2194,"target":313},"mailto:[email protected]%C2%A0",{"start":2191,"end":2192,"type":292},{"link_type":325},{"link_type":325},"body_copy$90dab0b5-09ba-49ce-86ac-27a433d96a86",{"variation":134,"version":135,"items":2200,"primary":2206,"id":2207,"slice_type":338,"slice_label":6},[2201],{"article_heading":2115,"article_source_name":2202,"article_link":2203},"PR Newswire",{"link_type":219,"key":2204,"url":2205,"target":313},"eccea4b6-479a-429d-b2fa-53c8dc4bcd18","https://www.prnewswire.com/news-releases/philanthpro-solutions-inc-launches-philanthpro-cloud-based-philanthropic-financial-planning-software-302039969.html",{"section_heading":1679},"featured_in$ab58cd3a-64bb-4048-9a4b-6534628cdc00",{},{"id":2210,"uid":2211,"url":6,"type":259,"href":2212,"tags":2213,"first_publication_date":2214,"last_publication_date":2215,"slugs":2216,"linked_documents":2217,"lang":14,"alternate_languages":2218,"data":2223},"ZbJx_hAAAJZPNm_W","new-software-solution-helps-advisors-plan-clients-charitable-accounts","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZbJx_hAAAJZPNm_W%22%29+%5D%5D",[],"2024-01-25T14:36:48+0000","2024-01-31T05:17:10+0000",[],[],[2219,2221],{"id":2220,"type":259,"lang":22,"uid":2211},"Zk0aOxAAACAAxhwe",{"id":2222,"type":259,"lang":25,"uid":2211},"ZbJx6RAAAN5NNm-0",{"thumbnail_image":2224,"tags":2232,"page_heading":2234,"page_introduction_copy":2240,"post_date":2244,"slices":2245,"meta_description":6,"meta_image":2293,"meta_title":6},{"dimensions":2225,"alt":2228,"copyright":6,"url":2229,"id":2230,"edit":2231},{"width":2226,"height":2227},2632,1630,"Person working in front of a computer with digital icons floating above the keyboard for visual interest.","https://images.prismic.io/philanthpro/65b27107615e73009ec3ecca_WealthPro-News-Article.jpg?auto=format,compress","ZbJxB2FecwCew-zK",{"x":280,"y":280,"zoom":281,"background":282},[2233],{"tag":285},[2235],{"type":243,"text":2236,"spans":2237,"direction":57},"New software solution helps advisors plan clients' charitable accounts",[2238],{"start":280,"end":2239,"type":292},70,[2241],{"type":30,"text":2242,"spans":2243,"direction":57},"Advisors managing clients’ philanthropic activities now have a new software solution to assist them, as a cloud-based suite of tools is launched.",[],"2024-01-25",[2246,2278,2285],{"variation":300,"version":135,"items":2247,"primary":2248,"id":2277,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":2249,"show_cta":46,"cta_label":6,"cta_link":2275,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":2276},[2250,2252,2255,2258,2261,2264,2267,2269],{"type":30,"text":2242,"spans":2251,"direction":57},[],{"type":30,"text":2253,"spans":2254,"direction":57},"PhilanthPro Solutions Inc., founded in 2023 and is based in Toronto and Los Angeles, has launched its eponymous solution to help clients and their financial advisors to manage charitable accounts whatever the size of their portfolio.",[],{"type":30,"text":2256,"spans":2257,"direction":57},"The solution has been developed with the $1.7 trillion cohort of foundations, charitable trusts, and donor-advised funds in mind, and converts user inputs into goals-based plans and interactive scenario reports. It also helps with the day-to-day management of philanthropic commitments including charitable relationship management system, a governance and records portal, learning materials, curated news about philanthropy, and multi-user access.",[],{"type":30,"text":2259,"spans":2260,"direction":57},"\"The financial industry is designed to help people accumulate wealth, not give it away, and that's a problem for philanthropic clients and their advisors. PhilanthPro brings the professional planning we're capable of to the world of philanthropy,\" said Nicholas Palahnuk, founder, and CEO.",[],{"type":30,"text":2262,"spans":2263,"direction":57},"Richard Taylor, the firm’s COO, says that the tool addresses a weakness in the industry.",[],{"type":30,"text":2265,"spans":2266,"direction":57}
59,"\"Our research showed that clients were disappointed with the ad hoc spreadsheets being used in the industry,\" said Richard Taylor, Chief Operating Officer. \"This tool allows clients to plan grants and see the effect in real-time, giving them confidence in making bold commitments.\" ",[],{"type":30,"text":627,"spans":2268,"direction":57},[],{"type":30,"text":2270,"spans":2271,"direction":57},"Source: Wealth Professional",[2272],{"start":1392,"end":2168,"type":36,"data":2273},{"link_type":219,"url":2274,"target":313},"https://www.wealthprofessional.ca/news/industry-news/new-software-solution-helps-advisors-plan-clients-charitable-accounts/383050",{"link_type":325},{"link_type":325},"body_copy$7b4d55ab-0929-4854-85a0-0294b7c9315f",{"variation":134,"version":135,"items":2279,"primary":2280,"id":2284,"slice_type":1730,"slice_label":6},[],{"image":2281},{"dimensions":2282,"alt":2228,"copyright":6,"url":2229,"id":2230,"edit":2283},{"width":2226,"height":2227},{"x":280,"y":280,"zoom":281,"background":282},"image$db012133-961c-4caa-b0d7-e2492b65fe30",{"variation":134,"version":135,"items":2286,"primary":2291,"id":2292,"slice_type":338,"slice_label":6},[2287],{"article_heading":2236,"article_source_name":2288,"article_link":2289},"Wealth Professional",{"link_type":219,"key":2290,"url":2274,"target":313},"ec96edb2-38b5-4f91-afb5-b496174c193a",{"section_heading":1679},"featured_in$321b1153-5304-4f0f-b94c-8e5992179312",{},{"id":2295,"uid":2296,"url":6,"type":259,"href":2297,"tags":2298,"first_publication_date":2299,"last_publication_date":2300,"slugs":2301,"linked_documents":2302,"lang":14,"alternate_languages":2303,"data":2308},"ZbZyBREAAFFgDuGl","fintech-roundup-advisor-introduces-new-software-to-manage-charitable-giving","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZbZyBREAAFFgDuGl%22%29+%5D%5D",[],"2024-01-28T15:25:58+0000","2024-01-31T05:19:22+0000",[],[],[2304,2306],{"id":2305,"type":259,"lang":22,"uid":2296},"Zk0aPBAAACAAxhwh",{"id":2307,"type":259,"lang":25,"uid":2296},"ZbZx7BEAAEpgDuF9",{"thumbnail_image":2309,"tags":2317,"page_heading":2319,"page_introduction_copy":2324,"post_date":2328,"slices":2329,"meta_description":6,"meta_image":2384,"meta_title":6},{"dimensions":2310,"alt":2313,"copyright":6,"url":2314,"id":2315,"edit":2316},{"width":2311,"height":2312},2842,1886,"Hands holding a jar with Donate written on it. ","https://images.prismic.io/philanthpro/65b67197615e73009ec3ff37_PhilanthProAdvisorNews-50.jpeg?auto=format,compress","ZbZxl2FecwCew_83",{"x":280,"y":280,"zoom":281,"background":282},[2318],{"tag":285},[2320],{"type":243,"text":2321,"spans":2322,"direction":57},"Fintech roundup: Advisor introduces new software to manage charitable giving",[2323],{"start":280,"end":1099,"type":292},[2325],{"type":30,"text":2326,"spans":2327,"direction":57},"Toronto-based PhilanthPro Solutions launched new financial planning software designed to help donors plan their giving. Founded by Nicholas Palahnuk, investment advisor and senior portfolio manager with the Palahnuk Group at BMO Nesbitt Burns in Toronto, PhilanthPro helps financial advisors create and manage goals-based financial plans for charitable accounts.",[],"2024-01-26",[2330,2369,2376],{"variation":300,"version":135,"items":2331,"primary":2332,"id":2368,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":2333,"show_cta":46,"cta_label":6,"cta_link":2366,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":2367},[2334,2336,2339,2342,2345,2348,2351,2354,2357,2360],{"type":30,"text":2326,"spans":2335,"direction":57},[],{"type":30,"text":2337,"spans":2338,"direction":57},"“It’s crazy that we don’t have tools to help people give their money away,” said Palahnuk, who is also CEO of PhilanthPro. “Our whole industry is set up to help people to accumulate wealth.”",[],{"type":30,"text":2340,"spans":2341,"direction":57},"Palahnuk has been an advisor for over 12 years with BMO Nesbitt Burns and has primarily helped clients accumulate wealth, but he discovered the pain of not having financial planning software for giving money away when he founded his own charitable foundation.",[],{"type":30,"text":2343,"spans":2344,"direction":57},"“We can kind of force these things into traditional planning software, but it’s not ideal. The taxes are wrong, it doesn’t account for grant planning . . . and it’s not easy to use,” he said.",[],{"type":30,"text":2346,"spans":2347,"direction":57},"PhilanthPro’s features include a grant planning tool to help donors keep track of grant commitments, a governance and records portal, and a charitable relationship management system. Advisors can create hypothetical scenarios, for example, to show how a large one-off deposit or donation would affect future giving.",[],{"type":30,"text":2349,"spans":2350,"direction":57},"PhilanthPro collaborated with accounting firm Grant Thornton LLP to ensure that the CRA-required minimum distribution of funds is accurately modeled for grant planning. In addition to showing minimal distribution over a time horizon, PhilanthPro can also calculate optimal distribution and perpetuity scenarios. The softw
59are will automatically update when CRA rules change, Palahnuk said.",[],{"type":30,"text":2352,"spans":2353,"direction":57},"After spending a year performing user testing with advisors and philanthropists, he said there is “a whole army of people that are very interested in the software.” PhilanthPro has been opening accounts in the first week of its launch and Palahnuk said he’s in discussions with wealth management firms about adopting the software.",[],{"type":30,"text":2355,"spans":2356,"direction":57},"PhilanthPro is suitable for clients who have charitable accounts like foundations, trusts or donor-advised funds, Palahnuk said. Pricing ranges from $3,000 to $5,000 a year depending on client needs.",[],{"type":30,"text":2358,"spans":2359,"direction":57},"It is also available in the U.S. and designed to work with the American tax system.",[],{"type":30,"text":2361,"spans":2362,"direction":57},"Source: Advisor.ca",[2363],{"start":1392,"end":496,"type":36,"data":2364},{"link_type":219,"url":2365,"target":313},"https://www.advisor.ca/practice/technology/fintech-roundup-advisor-introduces-new-software-to-manage-charitable-giving/",{"link_type":325},{"link_type":325},"body_copy$d725ec07-21ca-4012-a542-c009aa02f235",{"variation":134,"version":135,"items":2370,"primary":2371,"id":2375,"slice_type":1730,"slice_label":6},[],{"image":2372},{"dimensions":2373,"alt":2313,"copyright":6,"url":2314,"id":2315,"edit":2374},{"width":2311,"height":2312},{"x":280,"y":280,"zoom":281,"background":282},"image$11f7c5cd-b086-4205-b26a-d1b81debf579",{"variation":134,"version":135,"items":2377,"primary":2382,"id":2383,"slice_type":338,"slice_label":6},[2378],{"article_heading":2321,"article_source_name":2379,"article_link":2380},"Advisor.ca",{"link_type":219,"key":2381,"url":2365,"target":313},"06bf89a7-c4e5-4c55-8454-42cacf98965e",{"section_heading":1679},"featured_in$d2357b47-b35f-45c5-b587-4aee39756785",{},{"id":2386,"uid":2387,"url":6,"type":259,"href":2388,"tags":2389,"first_publication_date":2390,"last_publication_date":2390,"slugs":2391,"linked_documents":2392,"lang":14,"alternate_languages":2393,"data":2399},"Zg10gBEAAJCMF_7B","xanthie-press-release","https://philanthpro.cdn.prismic.io/api/v2/documents/search?ref=aaDtnRIAACIAQz3K&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zg10gBEAAJCMF_7B%22%29+%5D%5D",[],"2024-04-03T15:25:25+0000",[],[],[2394,2397],{"id":2395,"type":259,"lang":22,"uid":2396},"Zk0aORAAACAAxhwY","xanthe-press-release",{"id":2398,"type":259,"lang":25,"uid":2396},"Zg1x4REAAFmMF_JY",{"thumbnail_image":2400,"tags":2404,"page_heading":2406,"page_introduction_copy":2411,"post_date":2421,"slices":2422,"meta_description":6,"meta_image":2491,"meta_title":6},{"dimensions":2401,"alt":2402,"copyright":6,"url":357,"id":358,"edit":2403},{"width":274,"height":275},"PhilanthPro P-Logo Graphic",{"x":280,"y":280,"zoom":281,"background":282},[2405],{"tag":285},[2407],{"type":243,"text":2408,"spans":2409,"direction":57},"Nonprofit founder and news leader Dr. Xanthe Scharff joins the Board of Advisors for PhilanthPro Solutions",[2410],{"start":280,"end":1063,"type":292},[2412],{"type":30,"text":2413,"spans":2414,"direction":57},"Dr. Xanthe Scharff has been appointed to the advisory board of PhilanthPro Solutions. The Los Angeles and Toronto-based company recently announced the launch of PhilanthPro, a suite of cloud-based tools for clients and their financial advisors to plan and manage charitable accounts professionally. The software supports analysis and insights, scenario planning, and forecasting to meet requirements and optimize distributions. ",[2415,2419],{"start":2416,"end":1712,"type":36,"data":2417},63,{"link_type":219,"url":2418,"target":313},"https://c212.net/c/link/?t=0&l=en&o=4127626-1&h=2376346948&u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4071817-2%26h%3D3247777141%26u%3Dhttps%253A%252F%252Fwww.philanthpro.com%252F%26a%3DPhilanthPro&a=PhilanthPro",{"start":2416,"end":2420,"type":292},75,"2024-04-03",[2423,2483],{"variation":300,"version":135,"items":2424,"primary":2425,"id":2482,"slice_type":328,"slice_label":6},[],{"background_colour":303,"show_philanthpro_glyph":46,"body_copy":2426,"show_cta":46,"cta_label":6,"cta_link":2480,"show_secondary_cta":46,"secondary_cta_label":6,"secondary_cta_link":2481},[2427,2430,2433,2436,2439,2442,2445,2449,2452,2459,2462,2465,2468,2474],{"type":30,"text":2428,"spans":2429,"direction":57},"An award-winning nonprofit founder, Scharff will draw on her expertise in philanthropy and social impact to advance PhilanthPro's thought leadership about women and the next generation of individuals entering p
59hilanthropy. ",[],{"type":30,"text":2431,"spans":2432,"direction":57},"\"I've worked with committed philanthropists, nonprofits and aid organizations for 25 years,\" says Scharff. \"For funders of frontline work, the goal is to maximize positive impact. Individuals and financial advisors finally have the tools and the partners at PhilanthPro to make this goal a reality. I'm thrilled to join Nicholas Palahnuk, an entrepreneur, philanthropist, and financial management virtuoso, to bring PhilanthPro to people who care deeply about social causes and impact.\"",[],{"type":30,"text":2434,"spans":2435,"direction":57},"Nicholas Palahnuk, a leading wealth advisor in Canada, developed PhilanthPro after launching his charitable work focused on mental health. He designed PhilanthPro in response to research with individuals who take their giving seriously and need tools, support and partnership to maximize their giving.",[],{"type":30,"text":2437,"spans":2438,"direction":57},"\"PhilanthPro is more than a software company. We are a learning community,\" says Palahnuk. \"We study trends in philanthropy closely, including the historic wealth transfer underway to women and younger generations and their differing needs. Together with Dr. Scharff, we will share our research and knowledge with our community of advisors, partners and charitable individuals to grow our impact together.\"",[],{"type":30,"text":2440,"spans":2441,"direction":57},"The share of wealth held by women and younger generations is growing at an unprecedented rate. This demographic shift is transforming philanthropy. Younger generations expect more transparency and democracy in charitable decision-making and may be more likely to engage in philanthropic activities because they are actively crafting a life of purpose.",[],{"type":30,"text":2443,"spans":2444,"direction":57},"PhilanthPro supports philanthropy by offering philanthropic planning tools to women, next generation wealth holders, and all individuals involved in bold and sustainable charitable giving.",[],{"type":30,"text":2446,"spans":2447,"direction":57},"About PhilanthPro:",[2448],{"start":280,"end":496,"type":292},{"type":30,"text":2450,"spans":2451,"direction":57},"PhilanthPro Solutions Inc. is a software company that empowers people to plan and manage charitable accounts confidently. PhilanthPro's suite of tools brings the power of planning to philanthropy. Based in Toronto and Los Angeles, PhilanthPro serves clients around the world.",[],{"type":30,"text":2453,"spans":2454,"direction":57},"About Dr. Xanthe Scharff:",[2455,2456],{"start":280,"end":832,"type":292},{"start":624,"end":912,"type":36,"data":2457},{"link_type":219,"url":2458,"target":313},"https://c212.net/c/link/?t=0&l=en&o=4127626-1&h=856603647&u=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fxanthescharff%2F&a=Dr.+Xanthe+Scharff",{"type":30,"text":2460,"spans":2461,"direction":57},"Scharff is a frequent speaker about women's rights and foreign policy. She co-founded The Fuller Project, the global nonprofit newsroom dedicated to groundbreaking journalism about women. The newsroom has since spurred policy change, unprecedented new levels of funding, and actions that saved lives. Scharff is a frequent contributor to Foreign Policy on women and foreign affairs. ",[],{"type":30,"text":2463,"spans":2464,"direction":57},"She is the Founder and Board Chair Emeritus of Advancing Girls' Education in Africa, an education nonprofit that reaches millions of girls in Malawi. She was recently named Woman of the Year by her alma mater, The Fletcher School of Law and Diplomacy at Tufts University, and is a Distinguished Alumna of Tufts. She has been a scholar at The Brookings Institute and the United Institute of Peace, received the Genius Grant from Helen Gurley Brown Trust and is a member of the Council on Foreign Relations. ",[],{"type":30,"text":2176,"spans":2466,"direction":57},[2467],{"start":280,"end":832,"type":292},{"type":30,"text":2469,"spans":2470,"direction":57},"Richard Taylor, Chief Operating Officer\[email protected]  \n+1 310-878-9004 ",[2471],{"start":424,"end":2239,"type":36,"data":2472},{"link_type":219,"url":2473,"target":313},"mailto:[email protected]",{"type":30,"text":2188,"spans":2475,"direction":57},[2476],{"start":2191,"end":2477,"type":36,"data":2478},60,{"link_type":219,"url":2479,"target":313},"mailto:[email protected]",{"link_type":325},{"link_type":325},"body_copy$b586adea-af48-4c2f-9d9c-15a0d4d8ed73",{"variation":134,"ver
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59,"SL: Who exactly is the software for?",[2549,2550],{"start":280,"end":818,"type":483},{"start":280,"end":818,"type":292},{"type":30,"text":2552,"spans":2553,"direction":57},"NP: PhilanthPro was built specifically for clients with foundations, charitable trusts, and donor-advised funds.",[2554],{"start":280,"end":1056,"type":292},{"type":30,"text":2556,"spans":2557,"direction":57},"SL: And what does it cost?",[2558,2559],{"start":280,"end":1155,"type":483},{"start":280,"end":1155,"type":292},{"type":30,"text":2561,"spans":2562,"direction":57},"NP: We purposely kept our costs low at $3-$5k per year in order to be relevant to more of the philanthropic community. Appealing to a broader market, we can help more people leverage the software for greater impact, and that’s what excites us.",[2563],{"start":280,"end":1056,"type":292},{"type":30,"text":2565,"spans":2566,"direction":57},"SL: Tell me a little about yourself, and why you founded PhilanthPro?",[2567,2568],{"start":280,"end":291,"type":483},{"start":280,"end":291,"type":292},{"type":30,"text":2570,"spans":2571,"direction":57},"NP: I’ve always had a passion for philanthropy. As a teenager, I spent months volunteering in East Africa. I went on to become a wealth manager and spent my career helping people accumulate wealth. With time, I found myself more and more interested in giving back and I set out on my own philanthropic journey. PhilanthPro was an opportunity to bring together my skills as a financial planner and my passion for philanthropy to produce something more meaningful for the world.",[2572],{"start":280,"end":1056,"type":292},{"type":30,"text":2574,"spans":2575,"direction":57},"SL: How did this all get started?",[2576,2577],{"start":280,"end":827,"type":483},{"start":280,"end":827,"type":292},{"type":30,"text":2579,"spans":2580,"direction":57},"NP: In its infancy it was just an idea to create better tools for philanthropy that would address problems people faced when they wanted to give their wealth away to help others. From there, we assembled an advisory group of philanthropists and advisors to tell us what their problems were. We listened, asked more questions, and continued to listen. The whole process took over a year to really fine tune what was needed. During this research, we got to work and built prototypes for their feedback. It was quite a dynamic process.",[2581],{"start":280,"end":1056,"type":292},{"type":30,"text":2583,"spans":2584,"direction":57},"SL: Being a wealth manager, how did you create software?",[2585,2586],{"start":280,"end":1893,"type":483},{"start":280,"end":1893,"type":292},{"type":30,"text":2588,"spans":2589,"direction":57},"NP: After we proved our concept, we invested in a relationship with a leading Canadian software development company. Being guided by our vision and market research, we brought to life a platform that addresses the needs of philanthropists.",[2590],{"start":280,"end":1056,"type":292},{"type":30,"text":2592,"spans":2593,"direction":57},"SL: What was the most challenging aspect of this all?",[2594,2595],{"start":280,"end":1320,"type":483},{"start":280,"end":1320,"type":292},{"type":30,"text":2597,"spans":2598,"direction":57},"NP: The most difficult aspect was synthesizing all the feedback we were getting and coming up with a solution that would best address everyone’s issues. We were talking to such a diverse group of people. While everyone had a different perspective, we had to find common ground and build something that would truly solve the key underlying problems. That wasn’t easy.",[2599],{"start":280,"end":1056,"type":292},{"type":30,"text":2601,"spans":2602,"direction":57},"SL: And what was the most enjoyable aspect?",[2603,2604],{"start":280,"end":1619,"type":483},{"start":280,"end":1619,"type":292},{"type":30,"text":2606,"spans":2607,"direction":57},"NP: The reaction of clients. Hands down. Seeing clients “aha” moments when we demo the software is just so remarkable. We recently hired a head of business development, so I don’t get to demo the software very much anymore, but it was just astounding to watch everything click in clients’ minds as we walked through the platform with them. Nothing can compare to knowing you’ve created something truly valuable for people doing extraordinary things with their wealth!",[2608],{"start":280,"end":1056,"type":292},{"type":30,"text":2610,"spans":2611,"direction":57},"SL: How does someone get started with PhilanthPro?",[2612,2614],{"start":280,"end":2613,"type":483},50,{"start":280,"end":2613,"type":292},{"type":30,"text":2616,"spans":2617,"direction":57},"NP: Probably the best thing would be to see it for yourself to judge whether it’s right for you. Next, I would suggest getting your financial advisor involved since this tool is best used alongside an advisor. Our client care team is always there to help along the way. We really want to foster philanthropy for a brighter future, and our software can help people do just that!",[2618],{"start":280,"end":1056,"type":292},{"link_type":325},{"link_type":325},"body_copy$d460f2c0-0d53-4b10-a596-6d7bbde500b1",{"variation":134,"ver
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