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According to a Norwegian linguist, the Sami people living in northern Russia and Scandinavia have 180 words for snow and ice. It seems that there are nearly as many terms for investment strategies designed specifically for societal impact. A few of the terms being used today include: “socially responsible investing,” “ESG investing,” and “mission‐related investing,” etc. Unlike the Sami’s 180 terms, each of which has a very specific meaning, there are no widely accepted definitions for impact investing and no dictionary to guide us.

Would your client benefit from a Private Foundation?Annually, 98% of families with a net worth in excess of $5 million give to charity; philanthropy can be a key element in tax management and estate planning, in addition to instilling a sense of responsibility to younger family members.

Today’s philanthropists want to channel their desire to “do something” into purposeful and strategic action. Donors frequently want to create or invest in the people and programs that can make a measurable difference. However, for many of us, it may be difficult to know where to begin. Philanthropic endeavors are often rooted in the passions of an individual.

Glenmede's Fall Newsletter topics include leveraging social media to meet organizational goals and guidance for managing transitions to retirement that should be navigated with a comprehensive yet flexible plan that encompasses current cash flow, lifetime asset base and family legacy and philanthropy.

For families contemplating substantial charitable contributions, private foundations provide a structure to create a legacy of family charitable giving and remain a popular vehicle for charitably inclined families.

Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.The idea of returning values, accountability, and transparency to corporations and capital markets has the ability to address many of our challenges at their root, and impact investing is pushing us there.

Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.

Donors take care in planning their charitable giving over a number of years. As those plans unfold, however, natural disasters or tragic events can become an unexpected priority for giving.

Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings, family offices, risk management, and cross-border considerations.