Philanthropic Giving

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Global Trends and Strategic Time Horizon in Philanthropy 2022
Rockefeller Philanthropy Advisors
As the world’s challenges become increasingly urgent and complex, philanthropists benefit from periodic analyses of strategy to inform their vision, goals, and optimal use of available
Multigenerational Philanthropy: Aligning Family Values for Impact
BNY Mellon Wealth Management
Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each
Ten Minute Interview: Recent Trends in Philanthropy
Foley & Lardner
In this 10-minute interview, Brian Lucareli and Jason Kohout of Foley & Lardner discuss the recent trends in philanthropy for private foundations. With the next generation leading the way,
Breaking Up: Division in Family Philanthropy
National Center for Family Philanthropy
This Passages is part two of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff can do to plan ahead for potential change. The second part
Breaking Up: Divorce in Family Philanthropy
National Center for Family Philanthropy
This Passages guide is part one of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff members can do to prepare and cope. This first
From Donation to Philanthropy: How Charitable Giving Has Evolved Generationally
BMO Family Office
Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers
2022 Ukraine Crisis Giving Guide
Tolleson Wealth Management
With many interested in helping the humanitarian crisis in Ukraine, this list provides suggestions on where you can donate. As with any donations, make sure your donation is secure by donating
Shifting Horizons: Insights into How Family Offices Are Responding to Rapid Economic & Social Change
BNY Mellon Wealth Management
Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and
Family Offices: Best Practices for Philanthropy
Plante Moran
Family offices are often tasked with managing a family’s philanthropy but may have limited knowledge and resources. Several best practices can help both families and family offices lead
Sometimes Cash Isn't King: Contributing Non-Cash Assets
Schwab Advisor Family Office
When thinking about making a donation to support a charity, most of us immediately think about writing a check or typing in a credit card number. Even when we proactively think about using other