Sameer Somal, CFA, CFP®, CAIA

The National Network of Consultants to Grantmakers (NNCG) and 21/64 are partnering on a survey to assess the practice of philanthropy by understanding the behavior and attitudes of grantmakers and the consultants and advisors who serve them. If you are a donor, staff at a grantmaking institute, or a consultant or advisor who works in the field of philanthropy, take this survey and share your insights on the role of consultants and advisors in helping Grantmakers advance their philanthropy:

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The National Network of Consultants to Grantmakers (NNCG) and 21/64 are partnering on a survey to assess the practice of philanthropy by understanding the behavior and attitudes of grantmakers and the consultants and advisors who serve them. If you are a donor, staff at a grantmaking institute, or a consultant or advisor who works in the field of philanthropy, take this survey and share your insights on the role of consultants and advisors in helping Grantmakers advance their philanthropy:

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Are you a donor? Grantmaker?  Do you have 10 minutes? Help our colleagues at 21/64 and the National Network of Consultants to Grantmakers (NNCG) gain valuable insights on how you engage philanthropy consultants or advisors to advance your giving. Click here to start the survey >> https://lnkd.in/ejBbSgt7

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Are you a donor? Grantmaker? Do you have 10 minutes? Help our colleagues at 21/64 and the National Network of Consultants to Grantmakers (NNCG) gain valuable insights on how you engage #philanthropy consultants or advisors to advance your giving. Click here to start the survey >> https://lnkd.in/gu_e_PEY

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The 2024 Philanthropy Benchmark Survey, in collaboration with 21/64, is crucial to our efforts of gaining insights on how donors and grantmaking institutions leverage the expertise of philanthropy consultants and advisors to support their philanthropy. 📋✨ This survey builds on a 2014 NNCG-Foundation Center study on this topic, allowing us to have the unique opportunity to identify what has changed in the last decade as well as explore what is currently trending. 📈 Play a role in this research and take 10 minutes to complete the survey now! 🔗 Visit: https://lnkd.in/e-Y9QPs9 to learn more and submit your anonymous responses. #NNCG #NNCGisWE #philanthropy #consultants #BenchmarkSurvey #GetInvolved #SubmitYourResponses

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REGISTER: https://lnkd.in/dzGJ7Mxk Join our upcoming webinar, Philanthropy: A Fundamental Tool for Trusted Advisors, to explore how philanthropy can strengthen relationships, attract new donors, and increase profitability. Learn how integrating philanthropy into your advisory services can offer personalized, tax-advantaged strategies that align with long-term goals and values. Discover the innovative partnership between GiftingNetwork and GreenHill, providing streamlined solutions for charitable giving and investment performance reporting. Register today to reserve your spot. #Philanthropy #Webinar #TrustedAdvisors #ProfessionalDevelopment #GreenHill #GreenHillInvestmentReporting

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Non-profit organizations face increasing financial scrutiny, but robust internal controls can help you navigate these challenges. From financial oversight to safeguarding donor funds, having the right practices in place is essential. Ensure transparency and accountability with these key financial management policies. Is your non-profit ready to thrive? Learn how to implement strong internal controls now! 💼 #REVREX #InternalControls #NonProfitSuccess #FinancialTransparency #NonProfitManagement

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Want a better understanding of governance best practices that create the most effective outcomes for nonprofit boards?  Join Dr. Emilie Socash on July 18 for this webinar: https://lnkd.in/geRsZvZ2 Emilie, founder of the Nonprofit Help Center, will share how to: ➡ Identify and Understand Key Leadership Styles: Participants will learn about various leadership styles essential for nonprofit board governance and how to apply them to fulfill board responsibilities effectively. ➡ Implement Board Leadership Assessment: Attendees will gain practical tools and methodologies for conducting self-evaluations around their board-focused leadership practices and behaviors.  ➡ Foster Collaboration and Strengthen Relationships: Through the use of self-evaluation data, participants will learn strategies to enhance collaboration between board members and executive leadership, ensuring a cohesive and productive governance team. #webinar #nonprofits #boardgovernance

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Following release of our latest white paper (https://lnkd.in/e5Qt_PBh), in this week's episode, Elisa and I explore how microlearning isn't just a trend but a science-backed approach revolutionizing how associations deliver value. We explore the neuroscience behind knowledge retention, address the modern learner's challenges, and discuss implementing microlearning beyond digital platforms. Whether you're an association leader, education professional, or curious about the evolving future of learning, this conversation will reshape your perspective on education strategy. Join us for an eye-opening discussion that proves microlearning is more than just bite-sized content – it's a transformative force in association education. #associationtransformation #transatlanticconversation #membershipmatters https://lnkd.in/ew_G_cCK

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The National Network of Consultants to Grantmakers (NNCG) and 21/64 have partnered to explore the ways that consultants and advisors help foundations and donors achieve their goals, and how consultants and advisors can better serve the needs of their clients. If you are a donor, grantmaking foundation staff or trustee, consultant to grantmakers, or philanthropic advisor who works with donors, this survey is for you! It will take no longer than 15 minutes. Learn more and take the survey: https://lnkd.in/drfkGKgv

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The article by Valerie Conn and Sofia Michelakis' highlights the growing trend in fundraising: funders are now actively seeking contributions from their peers to amplify their initiatives, moving beyond traditional grantmaking and donor collaborations. This "funders fundraising" approach allows funders to tackle complex issues like climate change and social justice more effectively by leveraging additional resources. While it offers benefits such as resource efficiency and strategy validation, it also presents challenges, including potential funding diversions and equity concerns. As funders consider incorporating fundraising into their strategies, it's crucial to engage with communities, assess internal capabilities, and maintain transparency to ensure the approach aligns with their mission and promotes equitable outcomes. #philanthropy #fundraising PQ (Philanthropy Quotient) Solutions

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Are you a donor or a grantmaker? Help our colleagues at 21/64 & the National Network of Consultants to Grantmakers (NNCG) gain valuable insights on how you engage philanthropy consultants or advisors to advance your giving. Click here to start the survey > https://bit.ly/49FGn76

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There are 6 core competencies of nonprofit chief executives, do know what they are? Understanding the responsibilities of your CEO helps establish expectations and hold them accountable. Learn more:

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People often associate the social impact sector solely with nonprofit organizations, but the sector is much broader, also including social enterprises, grassroots groups, community-driven initiatives, collaborative networks, and more. However, our sector currently doesn’t have the infrastructure in place to fully support all the work happening in this space. Fortunately, the fiscal sponsorship model is beginning to gain traction in Canada and may offer the scaffolding needed to strengthen the impact sector. In this podcast episode, Sabrina Romero from Global Impact explores the growing role of fiscal sponsorship as the “scaffolding” that supports impact work. Fiscal sponsorship has become a vital infrastructure for nonprofits in the U.S., helping smaller organizations and charitable projects launch quickly with streamlined legal and operational support that allows more funding to go directly to advancing missions. Fiscal sponsorship also empowers collaborations in the charitable sector, supporting joint impact initiatives from inception to operation. We are collaborating with Global Impact to build similar support for emerging charitable ventures in Canada. If you're interested in learning more about how these new models can support your work, let’s connect!

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📊 Dive into the world of Nonprofit data visualization and unlock the power of compelling storytelling with Nvirse! 💡 Learn how to harness the potential of Nonprofit data visualization to make your stories impactful and meaningful. Discover the key steps to identify your audience, establish objectives, and select the right visualization techniques. Ready to revolutionize your communication strategy? Read the full article now and start telling compelling stories with data! 🔍 https://lnkd.in/gUAps4mm #Nonprofit #DataVisualization #Storytelling #ImpactfulCommunication #ReadNow

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Is your nonprofit effectively balancing immediate needs with long-term sustainability? Discover how a clear and structured fund movement policy helps nonprofits manage their finances in a way that aligns with their mission and long-term sustainability. Download: https://lnkd.in/eQtJmFnF #NonprofitFinance #FinancialManagement #FundMovementPolicy #MissionDriven #SustainableNonprofits #NonprofitLeadership #LongTermPlanning #NonprofitStrategy #ResourceForNonprofits #InvestmentPolicy #NonprofitGrowth #DownloadTemplate #MissionAlignment

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In 2 minutes, President & CEO Julien Serrano-O'Neil, CNP, explains the importance of Strategic Planning for Nonprofit Organizations! In the comments, share your thoughts on why you think strategic planning is important! #nonprofitorganization #strategicplanning #nonprofitleadershipalliance #consulting #innovativethinking #communityorganizing #development #orlando #NonprofitLeadership #StrategicPlanning #NonprofitManagement #CommunityImpact #NonprofitSuccess #MissionDriven #EffectiveNonprofits #NonprofitGrowth #JSOConsulting #NonprofitSupport #NonprofitStrategy #JulienSerranoONeil #NonprofitExcellence

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How much risk is your board willing to tolerate in order to take on a capital campaign? Learn how to evaluate your board’s risk tolerance in this mini guide. https://lnkd.in/e5M-CMNh

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