New York Philanthropic Advisory Service

Citi GPS – Philanthropy and the Global Economy v3: Perspectives on the Future of Giving

Retrieved on: 
Monday, October 30, 2023
Banking, Professional Services, Business, Islam, Intelligence, Growth, Citi Private Bank, Social, Organization, Geography, Trust, Non-governmental organization, COVID-19, Community, Woman, Future, Climate change, Silent, New York Philanthropic Advisory Service, Pharmaceutical industry, Renewable energy, Management, Global North and Global South, Atlantic Ocean, Citigroup

Citi today released a Global Perspectives & Solutions (Citi GPS) report titled PHILANTHROPY AND THE GLOBAL ECONOMY v3.0: Perspectives on the Future of Giving , (link to report, free access).

Key Points: 
  • Citi today released a Global Perspectives & Solutions (Citi GPS) report titled PHILANTHROPY AND THE GLOBAL ECONOMY v3.0: Perspectives on the Future of Giving , (link to report, free access).
  • In 2022, conflict in Ukraine drove an outpouring of charitable giving as donors around the world hurried to show their support.
  • The report investigates the trends observed in 2022, noting the renewed importance of understanding how increased geopolitical instability may shape future giving.
  • The report also highlights the geography of philanthropy is shifting, beyond the surge in international giving to Ukraine in 2022.

Employees Feel Disconnected From Their Organization's Vision and Mission: New Research From McLean & Company

Retrieved on: 
Wednesday, September 6, 2023
McLean, Signature, Research, Vision, Organization, Acquisition, New York Philanthropic Advisory Service, Morale, Management, Audit

TORONTO, Sept. 6, 2023 /PRNewswire/ - A new resource from McLean & Company highlights how vision and mission statements present an opportunity to engage employees.

Key Points: 
  • TORONTO, Sept. 6, 2023 /PRNewswire/ - A new resource from McLean & Company highlights how vision and mission statements present an opportunity to engage employees.
  • To help organizational and HR leaders bridge that gap, the global research and advisory firm has released the Vision and Mission Guide .
  • "Refreshing the vision and mission statements requires careful thought and intention," says Kelly Berte , director of HR Research & Advisory Services at McLean & Company.
  • This input is integral to drafting vision and mission statements that do not contradict the lived experience of stakeholders.

Chelsea Financial Services Advisor Jim MacRunnels Surpasses $1M Raised for Special Olympics

Retrieved on: 
Friday, August 4, 2023
Insurance, Warden, Special Olympics, Illinois Department of Veterans' Affairs, Financial services, VFW, Olympic Games, Law enforcement, Series 6, Special, Veteran, Laser Clay Shooting System, ID, Juvenile court, CO, Law Enforcement Torch Run, Indian Olympic Association, Love, Maple Park, Illinois, New York Philanthropic Advisory Service, Illinois Department of Corrections, LETR, AR, John Hodgman, Pharmaceutical industry

Staten Island, NEW YORK, Aug. 4, 2023 /PRNewswire-PRWeb/ -- Chelsea Financial Services celebrates Financial Advisor Jim MacRunnels and his wife Colleen who together have been the top fundraiser for Special Olympics in the State of Illinois multiple times in the past 20 years. The MacRunnels surpassed One Million Dollars raised during the past 11 years of their 20-year involvement with the Special Olympics via the LETR – Law Enforcement Torch Run. Chelsea Financial honors their Advisor Jim MacRunnels with a donation and publicity sponsorship for their August 20th Event: 'Pulling For Special Olympics Illinois Sporting Clay Shoot.'

Key Points: 
  • Financial Advisor Jim MacRunnels surpassed one million dollars raised during the past 11 years for the Special Olympics in Illinois.
  • Chelsea Financial honors their Advisor Jim MacRunnels with a donation and publicity sponsorship for their August 20th Event: 'Pulling For Special Olympics Illinois Sporting Clay Shoot.'
  • He joined Mike Jump's successful financial services group in May of 2023, where securities are offered through Chelsea Financial Services and Advisory Services are offered through Chelsea Advisory Services.
  • Please join Chelsea Financial Services in supporting Jim MacRunnels and the Special Olympics in the Sporting Clay Shoot on August 20th, 2023 by contacting Jim MacRunnels at [email protected] .

Mobiquity Technologies Selected by Endorse to Execute Marketing and Advisory Services for the Crypto, NFT, Gaming and Web3 Markets

Retrieved on: 
Wednesday, August 31, 2022
Crypto, Phrase, CEO, Technology, Advertising, Consumer, Cryptograph, Platform, NASDAQ, SEC, Public relations, Web 2.0, SEO, GLOBE, Company, Platform as a service, Marketing, Private Securities Litigation Reform Act, Growth, Forward-looking statement, New York Philanthropic Advisory Service, Cryptocurrency, Endorsement

Zach Baker, CEO of Endorse, said Mobiquity and their team have been outstanding to my company and provide excellent service and results.

Key Points: 
  • Zach Baker, CEO of Endorse, said Mobiquity and their team have been outstanding to my company and provide excellent service and results.
  • They have a proven track record, and we are happy to partner with Mobiquity for the added benefits they can bring to our clients.
  • Mobiquity Technologies Advangelists subsidiary (www.advangelists.com) provides programmatic advertising technologies and insights on consumer behavior.
  • For more information, please visit: https://mobiquitytechnologies.com
    Endorse is a Web2 and Web3 Marketing and Advisory Service company.

Nina Cohen Appointed Director of Diversity, Equity and Inclusion

Retrieved on: 
Tuesday, January 4, 2022
Finance, Banking, Other Philanthropy, Professional Services, Philanthropy, University, Foundation, Social work, Wealth, Delaware Valley, New York Philanthropic Advisory Service, Stewardship, Organization, Trust, Delhi Sikh Gurdwara Management Committee, Equity, Temple University, Culture, Board, DEI, Management

Glenmede, a privately held and independently owned investment and wealth management firm, announced the appointment of Nina Cohen to the newly created role of Director of Diversity, Equity and Inclusion (DEI).

Key Points: 
  • Glenmede, a privately held and independently owned investment and wealth management firm, announced the appointment of Nina Cohen to the newly created role of Director of Diversity, Equity and Inclusion (DEI).
  • As part of the firms continued commitment to DEI Ms. Cohen reports to Chief Executive Officer Gordon B. Fowler and is appointed a member of the companys Management Committee.
  • In her role Ms. Cohen will be responsible for leading Glenmedes strategies to foster an inclusive culture and equitable workplace.
  • Ms. Cohen until recently co-led the companys Endowment and Foundation division and will continue to lead the companys Philanthropic Advisory practice for Private Wealth clients.

Convey Health Solutions Announces Financial Results for Second Quarter 2021

Retrieved on: 
Thursday, August 12, 2021
CFO, Income, Pharmacy, EBITDA, Forward-looking statement, Intellectual property, Bobby Convey, Prospectus, CEO, Medicare Advantage, NYSE, Company, Risk, Private Securities Litigation Reform Act, Securities Act of 1933, Adjustment, COVID-19, TPG, New York Philanthropic Advisory Service, Compliance, GAAP, SEC, Insurance, Growth, Medicare, Technology, Forecasting, Policy, IPO, Industry, Solution, TES, Pharmaceutical industry, Animal, Reinsurance, Bank

FORT LAUDERDALE, Fla., Aug. 12, 2021 /PRNewswire/ --Convey Holding Parent, Inc. (NYSE: CNVY) (the "Company", "Convey Health Solutions" or "Convey"), a leading healthcare technology and services company in the U.S., announced today financial results for the second quarter ended June 30, 2021.

Key Points: 
  • FORT LAUDERDALE, Fla., Aug. 12, 2021 /PRNewswire/ --Convey Holding Parent, Inc. (NYSE: CNVY) (the "Company", "Convey Health Solutions" or "Convey"), a leading healthcare technology and services company in the U.S., announced today financial results for the second quarter ended June 30, 2021.
  • "We achieved excellent second quarter 2021 operating and financial results as customer demand remains strong.
  • We generated strong second quarter 2021 financial results, our first as a public company, highlighted by 22% net revenue growth as compared to Q2 2020, and a 63% year over year increase in Adjusted EBITDA.
  • Convey will host a conference call to discuss second quarter 2021 results on August 12, 2021 at 5:00 p.m. Eastern Time.

Exela Technologies Named “Hot Vendor” by Aragon Research Inc.

Retrieved on: 
Thursday, August 12, 2021
Forward-looking statement, Research, Company, Risk, Communication, Publication, Private Securities Litigation Reform Act, Accounting, New York Philanthropic Advisory Service, Phrase, Insurance, Annual report, Information management, Public sector, Technology, Exela Technologies, Social media, Health, Solution, Industry, BPA, Public relations

Exela Technologies is a business process automation (BPA) leader, leveraging a global footprint and proprietary technology to provide digital transformation solutions enhancing quality, productivity, and end-user experience.

Key Points: 
  • Exela Technologies is a business process automation (BPA) leader, leveraging a global footprint and proprietary technology to provide digital transformation solutions enhancing quality, productivity, and end-user experience.
  • Aragon Research publications consist of the opinions of Aragon Research and Advisory Services organization and should not be construed as statements of fact.
  • Aragon Research provides its research publications and the information contained in them "AS IS," without warranty of any kind.
  • These forward-looking statements should not be relied upon as representingExela'sassessments as of any date subsequent to the date of this press release.