Philanthropic Giving

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Trends 2020 Report: Results of the Second National Benchmark Survey of Family Foundations
National Center for Family Philanthropy
In this Trends 2020 survey report, it focuses on the family foundation, the most common philanthropic vehicle for families seeking more structure, control, flexibility, next generation
Trends 2020 Executive Summary: Results of the Second National Benchmark Survey of Family Foundations
National Center for Family Philanthropy
In this Executive Summary of the Trends 2020 survey report, it shares the updated trends on the governance and management practices of U.S. family foundations, and includes new questions relevant to
The 4 Key Traits for Family Foundation Trailblazers
The 360 Group
Every new leader faces challenges. But for those who are breaking barriers within nonprofits or family foundations, the challenges are even more pronounced. The new leaders must find their footing
How to Raise a Philanthropist
UMB Bank
By fostering the idea of giving from a young age, children can learn the value and joy in helping, sharing, and giving to those who have less than them. Instilling the core ideals of philanthropy in
Why It Might Make Sense to Donate Your Best Investments Instead of Cash
Schwab Charitable
What might your best stock holding, a piece of real estate, shares in a privately held company, interests in private equity, venture or hedge funds, fine art, collectibles, and bitcoin have in common
Pride of Place: Sustaining a Family Commitment to Geography
National Center for Family Philanthropy
A trend from an earlier study on family foundations revealed that foundations based on a commitment to a particular region remain committed to the hometown over generations while sustaining both
From Philanthropy to Social Investment: A New Way of Giving
BNY Mellon Wealth Management
Over the last 50 years, philanthropic giving in the U.S. has grown to $427.71 billion. And as philanthropists come to think of themselves as social investors, non-profits must also redefine
Women and Wealth Series, Parts 1 - 4
Ascent Private Capital Management
While the scale and pace of women’s wealth ownership may be growing at unprecedented rates, the culture around wealth and money decisions is deeply embedded in history that includes
Frameworks for Private Foundations: A New Model for Impact
Rockefeller Philanthropy Advisors
Philanthropy is changing and evolving more quickly than ever, with new societal challenges, new players, and new strategies. In this time of change, questions of how foundations can optimize their
2019 FOX Survey on Values-Aligned Investing
Family Office Exchange
The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view