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Richard C. Peck Consulting, LLC & The Philanthropy Guy, LLC


Providing consulting and educational services to nonprofits, donors, and professional advisors related to impactful charitable giving

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Charitable Giving Newsletter

11/06/24


In This Issue:


What Do You Want Your Legacy to Be?


Tips for Nonprofits, Donors, and Professional Advisors

What Do You Want Your Legacy to Be?

"What does legacy mean to you?" A mentor of mine at Dartmouth College said he would ask that question to graduates of Dartmouth when broaching the subject of planned giving.


On that note, a man named Jordan Cassidy has a story of his own about the power of legacy. At the age of 37, his father, John Cassidy, active, healthy, and heading into the peak of his career, had his world flipped upside down. He was diagnosed with a brain tumor and living on what doctors call “borrowed time.” 


Fortunately, Jordan's dad was a planner. Before getting sick, he made it his goal to complete an estate plan. Some would say, “John, you’re so healthy and young. Why do you care so much?” 


By completing his estate plan, Jordan's father ensured his wishes were known and saved his family from the stress and costs created by probate proceedings. As a result, Jordan's dad protected his family’s livelihood and enabled his legacy to live on to this day.


So---what is YOUR legacy? When you are gone from this earth, how will people remember you? Maybe it's the love you infuse through a last will and testament. Or a heartfelt letter to your family. Maybe it's through a trust. Or, it's through the time, talent, treasure, and connections that you have offered during your living days.


Take time to think about your own legacy...really...and read more about Jordan Cassidy below:

Jordan Cassidy

Co-Founder & Head of Business Development, LifeLegacy


Besides being passionate about creating meaningful legacies in families, Jordan has held various senior roles in the insurance and financial industry. Currently, he is the Co-Founder and Head of Business Development at LifeLegacy. Jordan also works as a Senior Planned Giving Specialist at PlannedGiving.Com. With a background in underwriting and executive liability for financial institutions, Jordan has a strong foundation in risk management. His expertise also extends to derivatives support, gained during an internship at The Bank of New York Mellon. Jordan holds a Bachelor's degree in Entrepreneurial Management from the University of Rhode Island. Learn more about LifeLegacy here: FAQ - LifeLegacy - Create Your Legacy | Online Wills and More

A Tip for Nonprofits: Ever felt left out? Now imagine being online when you have trouble either seeing or hearing. Elizabeth Ralston is a hearing-impaired consultant who will open your mind to all the things most of us don't think about, but should. Now think of your donors---and what they might be missing from you. Read more here: About Elizabeth – Elizabeth Ralston Consulting

A Tip for Donors: Did you know that making a grant recommendation from your donor-advised fund (DAF) could actually be EASIER than making a credit card donation? Seriously! Chariot is a DAF payments company that's working to improve every stage of the DAF gift process. They are best known for DAFpay, which embeds three-click DAF giving as a payment option in nonprofit donation forms. They also offer easy DAF-to-DAF transfers that can be embedded in a DAF portal and are developing tools for drastically cheaper & easier grant disbursement. Click here: Our story | Chariot

A Tip for Professional Advisors: Those advisors in the ultra-high-net-worth space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen! This means you, if you are not already thinking about how to incorporate the philanthropic conversation into your everyday client meetings. $11.9 trillion is going to be going to charity. What will your role be? Click here to learn more: Daylight CEO Underscores The Need For Philanthropic Planning Know-How | Wealth Management

“The greatness of a community is most accurately measured by the compassionate actions of its members."

~Coretta Scott King

Richard C. Peck Consulting, LLC and The Philanthropy Guy, LLC

About Rick

205 Park View Drive

Belmont, NC 28012

+1 (603) 387-3897

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