Philanthropic Giving

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Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on
Impact Investing: An Introduction
Rockefeller Philanthropy Advisors
For many years, philanthropy and investing have been thought of as separate disciplines—one championing social change, the other financial gain. The idea that the two approaches could be
Next Gen Philanthropy: Finding the Path Between Tradition and Innovation
Rockefeller Philanthropy Advisors
With the goal of inspiring next generation philanthropists to dream and consider new possibilities, and to plan what joy in giving might look like, this guide offers a series of questions that every
Leadership in Difficult Times: Guidance for Donors and Giving Families
National Center for Family Philanthropy
News, advice, and responses are quickly evolving regarding the global Novel Coronavirus Disease (COVID-19) outbreak and the related global economic downturn. The impact of the dual crises creates
For Responsible Investors, Sunlight Is the Best Anti-Greenwashing Agent
Parametric
Responsible investors often express that they don’t want to buy companies that greenwash; rather, they want the real thing. And they want investment managers who can tell the difference. But
Phishing Emails and Other COVID-19 Scams: Don't Be a Victim
Greensfelder, Hemker & Gale
It is an unfortunate reality that in trying times some people will attempt to take advantage of situations for personal gain. Be alert to scams including (1) phishing emails that purport to provide
Setting a Time Horizon
Rockefeller Philanthropy Advisors
Both new and experienced donors have become far more thoughtful about the time frame of their giving. And setting a use-by date for philanthropy has become a common consideration. Conscious
CARES Act: Key Tax Provisions Offering Relief to Businesses and Individuals
Schiff Hardin
The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains multiple tax-related provisions intended to offer relief to both businesses and individuals. We outline key provisions of which
CARES Act Brings Changes to Incentive Charitable Giving
Greensfelder, Hemker & Gale
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in the U.S. on March 27, 2020. The legislation has brought about sweeping changes meant to provide relief to
Your Philanthropy Roadmap
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors—individuals, couples, families, or groups. It offers an