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To position your wealth and philanthropic goals in an optimal position for the long-term, there are 8 strategies that can help activate high-impact capital and initiate purpose-driven charitable
During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there
While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable
Enhancing the impact that you and your family can have in supporting causes near to your hearts also requires more than just generosity and good intentions. It takes careful planning and an in-depth
Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as
In the age of accelerated changes across many aspects of society, six greatest disruptive forces and trends are reshaping the philanthropic landscape. By understanding those catalytic
Professional staff is an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. In this special webcast and conversation, learn how
Whether the goal is to improve a local community or support a more far-reaching cause, charitable giving is an important goal for many investors. From donating cash to establishing a donor-advised
Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along