knowledge for the sophisticated advisor

Ironically , the 2020 pandemic may have accelerated RIAs ’ business and broadened d their potential pool of talent and clients .

ABC Company Financial Advisor magazine July / August 2021

July / August 2021 • www . fa-mag . com

Cybersecurity Threats To Family Offices Surge

Sophisticated hackers target the ultra-rich .

Investors Look Abroad

For Value

Could the next decade see better returns offshore ?

Real Estate Shakes Off Covid-19

2020 was a double-edged sword for real estate .

knowledge for the sophisticated advisor

A market upswing helped save this industry in 2020 and recruiting kept its pace .

knowledge for the sophisticated advisor

Chloé A . Moore , Founder and Principal of Financial Staples in Atlanta .

April 2021 • www . fa-mag . com

Tech Stack headaches So much new software . How do you get it to play with legacy systems ?

After The Corona-Crash Have we learned our lessons about investing in a crisis yet ?

hybrid LTC To The Rescue ? as long-term-care insurance struggles ,

hybrid products add flexibility .

ABC Company Financial

Advisor magazine May 2021

May 2021 • www . fa-mag . com

College Savings Pros And Cons

A post-pandemic assessment on changing views .

How One Advisor Helped ESG Bloom In Texas

Issues like climate change have come to the Lone Star State .

The Value Resurgence : Persistent Or Transitory ? Inflation and interest rates will reveal the outcome .

reduce overhead and save valuable time . This means individual donors can make gifts more quickly and easily while family foundations can reduce processing errors and the need for paid staff .

2 . Transparency is increasing through public platforms and technology .

Clarity about where and how money is being used boosts donor confidence and makes it easier to measure success . to meet their infrastructure and operational requirements , creating an environment that will engage the rising generation of family members .

5 . Strategic infrastructure is maximizing utility and increasing the return on investment .

The collection of technologies that have emerged for building , running and growing charitable entities — with the help of dependable partners — can free

Platforms can create greater visibility for a cause and help larger funders take advantage of the multiplier effect — boosting the value of their contributions with matching incentives .

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Purpose-built tools for monitoring impact can help disciplined funders understand how they ’ re effecting change ; where problems exist that need attention ; and whether they ’ re making progress with specific environmental , social and governance ( ESG ) goals .

3 . Social networks are accelerating momentum and visibility in charitable giving .

There ’ s power in crowdfunding and social media campaigns that connect people with similar interests , values and priorities . In turn , these platforms can create greater visibility for a cause and help larger funders take advantage of the multiplier effect — boosting the value of their contributions with matching incentives .

4 . New platforms and apps are engaging next gen donors .

Younger donors have a stronger interest in philanthropy , and they crave tech-centric ways to give with ease . New apps make it easy for individual givers to contribute to the causes they care about , making it a more central part of their lifestyle . At the same time , foundations have more options than ever before when building out their tech stack up high-value resources for philanthropists to devote to activities like strategy and programs . Turning to vendors that understand the nuances of nonprofits can accelerate implementation and help address workflow issues that intensify when adapting mainstream tools for charitable use .

6 . Omnichannel approaches are enabling grantee efficiency .

If funders take responsibility for expanding accessibility and reducing friction for grantees , it can ensure that the time and effort spent fundraising can be redeployed in the form of charitable aid . Digital payment methods and grants management software are paving the way for grantees to get faster access to capital for their cause .

The key takeaway ? Giving and technology are increasingly intertwined — a trend that has promising implications for improving the world around us , now and in the future .

HannaH SHaw Grove is the chief marketing officer of Foundation Source , the nation ’ s largest provider of management solutions for private foundations . The firm works in partnership with financial and legal advisors as well as directly with individuals and families .

24 | Financial adviSor magazine | SepTember 2022 www . Fa-mag . com