
Using estate planning to shape your charitable legacy
Whether through a charitable trust you help to run, a DAF, or strategic gifts via your will, estate planning can enable you ...
Whether through a charitable trust you help to run, a DAF, or strategic gifts via your will, estate planning can enable you ...
NMMC is an independent charitable trust, their existence hinges on visitor revenue. They stay afloat by delivering on their mission; to promote an understanding of boats and their place in people’s lives, and the UK’s maritime heritage, and doing this in a human centred way. We started working with the museum in 2017 with a full brand audit and evolution, and we continue to collaborate across all communications. We have just celebrated the launch of ’SURF!’, an exhibition, celebrating 100 years of waveriding in Cornwall. For this project we were hands on throughout the entire process, working on everything from the exhibition design to the campaign image, as well as the entire graphic rollout for the exhibition and marketing assets. The exhibition will run until April 2027.
A Corporate Social Responsibility (CSR) strategy is a roadmap that guides businesses in creating positive social, environmental, and economic impact. It aligns company values with community needs, ensuring responsible practices and sustainable growth. A well-designed CSR strategy strengthens brand reputation, fosters stakeholder trust, and helps organisations contribute meaningfully to society while achieving long-term business success.
In financial services, successful project delivery hinges on more than execution, it requires trust, visibility, and control. Explore how program assurance and confidence assessments help manage risk, build stakeholder trust, and drive accountability, ensuring complex projects deliver real value and results.
About Me: With 9 years of experience in business development, financial advisory, and compliance consulting, I bring a strategic, data-informed approach to remote sales leadership. My strength lies in driving performance across distributed teams by blending CRM intelligence, cultural fluency, and adaptive communication. 🔹 Remote Sales Leadership & Team Enablement Led sales initiatives across sectors, managing virtual teams and aligning KPIs with market realities. Skilled in coaching, pipeline management, and performance tracking in remote environments. 🔹 CRM Optimization & Sales Analytics Proficient in Oracle, Sage, QuickBooks, and Pastel Partner - leveraging CRM data to forecast trends, improve conversion rates, and personalise outreach strategies. 🔹 Strategic Business Development Designed and executed go-to-market strategies that expanded client portfolios and improved retention, even in volatile or competitive markets. 🔹 Compliance & Governance Integration Navigated B-BBEE frameworks and labour legislation to ensure ethical sales practices and stakeholder trust across regions. 🔹 Cultural Fluency & Adaptive Communication Fluent in engaging diverse teams and clients - balancing formal professionalism with culturally resonant messaging, including uses of local phrases when appropriate, to build rapport and drive results. I thrive in remote-first environments where discipline, empathy, and data converge to deliver sustainable growth and team cohesion.
An ITAT Pune order protects a charitable trust from being taxed on its gross receipts due to income tax return filing errors. Learn how Section 12AA registration and genuine expenses can shield trusts.
Rajasthan High Court set aside an order that rejected a public charitable trust's application for condonation of 700-day delay in filing its audit report under form 10-B of the Income Tax Act,...
In the boardroom, who speaks for the board defines the board. This episode explores how stakeholder trust is shaped by who ...
If the trustor/settlor decides to open an offshore asset protection trust instead of a domestic one, they will be responsible for filing IRS Forms 3520, 3520-A, 8938 and FinCEN Form 114 (also ...
A Medicaid asset protection trust (MAPT) can be useful for estate planning if you believe you or your spouse will need long-term care at some point. Transferring assets to this type of trust can ...
Rather, it is to further business objectives and results by building, maintaining, and growing stakeholder trust. Also see: Cybersecurity in 2022: Solving the Skills Gap About the Author: ...
Recent data from Deloitte found that three $10 billion companies lost between 20 and 56 percent of their value when stakeholder trust was lost 1. Trusted companies, however, outperform the S&P 500 ...
Vera Z. Dwyer wanted to have an impact in her northern Indiana community. Eight years after her death, a charitable trust continues to…
An asset protection trust protects your assets from creditors and lawsuits. These are typically irrevocable trusts, meaning once they’re established, you’ll no longer have control of the ...
Trusts can be a useful addition to your estate plan if you want to create a financial legacy for your loved ones or minimize estate taxes. An asset protection trust is a type of trust that has a specific purpose … Continue reading ->The post How Does an Asset Protection Trust Work? appeared first on SmartAsset Blog.
1. Know how to Spot The Domestic Asset Protection Trust The domestic asset protection trust is often referred to as a "self-settled trust" because the settlor is also one of the beneficiaries.
The owners of Air India set up a public charitable trust to support victims and families of the tragic plane crash in ...
Charitable trusts and foundations can be used to both secure personal, family or business assets and enable philanthropic endeavors. Each one provides assets, such as securities, with protection from lawsuits and other claims. Trusts and foundations also can offer significant … Continue reading → The post Charitable Trust vs. Foundation: Key Differences appeared first on SmartAsset Blog.
For the devastated merchant energy companies profiled in this issue's cover story, beginning on p. 29, regaining stakeholder trust is crucial to survival, much less future prosperity. For the ...
To build investor and stakeholder trust in sustainability-related measures of performance, companies eventually face the question of whether their reporting can be externally validated. For most, ...