Philanthropic Giving


Venture Philanthropy: Empowering Possibility
Schwab Advisor Family Office
With the growing popularity of market-based or market-inspired solutions to addressing some of society’s biggest problems, philanthropy and private equity are no longer distant worlds. Today,
Why 2020 Is an Especially Good Year for Clients to Give
Schwab Advisor Family Office
Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs. Learn tax-smart giving strategies and why you shouldn't wait
Giving Across Generations: Maximizing Impact through Family Philanthropy
Schwab Advisor Family Office
There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful
How to Help During the COVID-19 Pandemic
Schwab Advisor Family Office
With almost two million nonprofits in the U.S., including thousands of local community foundations, it can be overwhelming to know where to start to help during a COVID-19 pandemic. Four steps are
Balancing Purpose, Payout, and Permanence: Strategy Guide
National Center for Family Philanthropy
How much to spend is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how
Impact Investing for Nonprofits, Endowments, and Foundations
Nonprofit endowments and philanthropic foundations are increasingly interested in how their investment practices can be aligned with the institution's mission, values, and goals. One way to do
Foundation Succession Planning: Considering a Foundation's Future
Foley & Lardner LLP
What happens when a founding donor isn’t around to direct the foundation’s mission and grantmaking activity? To avoid unwanted consequences and confusion, succession planning requires a
Sharing Your Resources: A Lesson on Charitable Giving (Grades 3-5)
PwC Private Company Services
A young girl shares a story about the “weird gift” she received on her birthday from her grandmother. It included three jars that were labeled save, spend, and share. There was also an
Four Easy Steps to a Responsible Investing Portfolio
When it comes to responsible investing, a simple checklist can do wonders. It can help investors move beyond intent to action and finally find the right stock or bond portfolio. This checklist
Seeing, Facilitating, and Assessing Systems Change
Rockefeller Philanthropy Advisors
To make progress on challenging issues of social and environmental problems, strategic funders understand the need to address the systems that maintain and exacerbate them. Drawing on secondary