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11 ORGS · 86 ACTIVITIES ← all strategies ·
approach

Interdisciplinary Collaboration

methodology: interdisciplinary_collaboration

By integrating professionals from complementary legal, financial, and insurance disciplines into collaborative practice, organizations improve client outcomes and service quality, because coordinated expertise leads to more comprehensive, cohesive, and effective estate planning solutions. This strategy centers on breaking down professional silos by fostering structured collaboration across disciplines essential to estate planning. Unlike peer learning or networking alone, which focus on individual growth or relationship-building, this approach treats multidisciplinary teamwork as the core mechanism for delivering holistic client services. It assumes that complex planning challenges require integrated knowledge and shared decision-making to address legal, financial, and personal values in unison.

11
orgs running it
86
activities of those orgs
12
activity groups touched
who runs it

Organizations running this strategy · 11

what it looks like in practice

Activities of orgs running this strategy

A sample of programmatic activities from the orgs above — what the strategy looks like on the ground.

  • Administer need-based financial aid for undergraduates AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Provides financial assistance to undergraduate students who cannot afford full tuition costs, ensuring access to education based on financial need.
  • Collaborate on regional higher education and public health initiatives AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Partners with institutions in Lebanon and the broader region to advance higher education, public health, healthcare services, and administrative capacity to address shared challenges.
  • Communicate institutional updates and strategic vision AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Shares president’s announcements, strategic priorities, research findings, policies, and updates on the VITAL 2030 vision to enhance transparency, stakeholder communication, and community engagement.
  • Conduct academic quality assurance and accreditation AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Oversees institutional and academic quality through accreditation with the Middle States Commission on Higher Education, compliance with external agencies (NYSED, MEHE, CYQAA), strategic alignment with MSCHE standards, and campus-wide assessment for continuous improvement.
  • Deliver higher education through six academic faculties AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Operates six faculties in Beirut, Lebanon, offering more than 140 academic programs leading to bachelor's, master's, MD, and PhD degrees, as well as certificates and diplomas, serving approximately 7,800 to 8,200 students.
  • Engage alumni and secure philanthropic support AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Engages alumni, supporters, and influential networks to encourage philanthropic donations and volunteer participation in support of AUB’s mission.
  • Host academic innovation and teaching support programs AMERICAN UNIVERSITY OF BEIRUT
    capacity building
    Operates the Center for Teaching and Learning, the Writing Center, the New Faculty Orientation Program, and the Student Success Unit; also established the Institute for Academic Innovation and Development to advance teaching excellence and student success.
  • Host innovation and student entrepreneurship events AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Hosts the President's Innovation Challenge Demo Day to showcase student-led innovation and entrepreneurial projects.
  • Implement a new General Education Program AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Launched a revised General Education Program for undergraduate students entering in Fall 2023 or later, aimed at enhancing foundational learning and academic breadth.
  • Offer online and remote academic programs AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Offers online academic programs to serve remote learners, expanding access to education beyond the Beirut campus.
  • Operate North American administrative and cultural headquarters AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Maintains administrative and cultural offices in North America to strengthen ties between AUB and the Americas, hosting executive, financial, alumni relations, development, and communications teams.
  • Operate a teaching hospital and outpatient medical facilities AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Operates a 392- to 400-bed teaching hospital, clinics, and outpatient facilities in Beirut, Lebanon, providing healthcare services and supporting medical education and research.
  • Organize academic and outreach events in the Americas AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Hosts lectures, receptions, conferences, and meetings in North America to promote AUB’s knowledge, faculty expertise, and institutional visibility.
  • Produce and distribute alumni publications AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Produces and distributes a biannual magazine to alumni, former faculty, and supporters worldwide to maintain engagement and share institutional updates.
  • Promote internationalization and global student exchange AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Welcomes international students from over 120 countries and promotes study abroad opportunities for its own students, fostering a globally connected academic community.
  • Provide student support services AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Provides supplemental housing, food services, parking, and operates a farm to support students, faculty, and staff; also manages student records, course registration, exam scheduling, transcripts, and degree audits.
  • Provide telehealth services through AUB Medical Center AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Delivers virtual healthcare visits via telehealth platforms through the AUB Medical Center, increasing access to medical care.
  • Support graduate education and funding AMERICAN UNIVERSITY OF BEIRUT
    direct service
    Coordinates recruitment, admissions, academic support, and professional development for over 90 graduate programs; provides graduate assistantships, scholarships with partial or full tuition waivers to about 50% of master’s students, and fellowships with full tuition waivers and stipends to most PhD students.