Grads in the News – Grace Xin, MFA-P

Recent MFA-P™ Graduate, Grace Xin shares how taking the MFA-P program has helped build her career as a newcomer in the charitable sector. She says, “charitable giving can be done in so many creative ways to maximize impact while achieving financial goals at the same time. The MFA-P course is an amazing key to open so many doors of strategic philanthropy.” Please join us in congratulating Grace on her achievements and learn more about her story:

Tell us about your organization?

“The Ottawa Community Foundation is a public, charitable organization created by and for the people of Ottawa. As the charity for charities, it leverages philanthropic resources to strengthen and empower the charitable sector in the National Capital Region and beyond. Through engaging philanthropy, strategic granting, social infrastructure building, and community leadership, we strive to create positive, systemic, and sustainable impact and provide an efficient, innovative, diverse, and inclusive giving experience for generous hearts and minds to craft their legacies and make our communities a better place for all. “

Tell us about yourself – what are you passionate about?

“I am passionate about working with philanthropic minded people and their advisors to develop successful legacy planned giving options.”

Why did you take this program and did you achieve your objectives?

“As a newcomer in the charitable sector and with a mandate of leading our foundation’s Philanthropic Services team, I had been looking for a study program to help me build up the knowledge and expertise needed in my job.

The MFA-P study is well-structured and the online portal is easy to navigate. The focus is on including charitable giving into financial and estate planning to allow philanthropic-minded clients to achieve their financial objectives while doing good for their community and creating their own legacies.  I am delighted to be a part of the philanthropic journey with other professional advisors and philanthropists.”

What was your biggest “aha” moment?

Charitable giving can be done in so many creative ways to maximize impact while achieving financial goals at the same time. The MFA-P course is an amazing key to open so many doors of strategic philanthropy.

About the MFA-P™ Designation Program:

This program is for professionals who are looking for specialized credentials to develop plans with individuals and families interested in strategic philanthropy. This is an investment trend that is increasingly important to generations of all ages. After discovering a family’s philanthropic goals, the MFA-P will confidently work with all the stakeholders to a successful outcome to the strategic philanthropic plan.  This provides a prime opportunity to build trust amongst all the collaborators by better understanding the clients’ values and critical personal causes.