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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
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
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
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
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
For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component—one that involves the family’s needs, interests, assets
In this episode, two experts in the philanthropic advisory space talk about their experiences working with family offices, the state of the industry, and what it might look like in a post-pandemic
One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the
The impact of COVID-19 on our communities is only just starting to come into focus. No matter what happens from here, the damage will be dramatic. Many nonprofits that have not traditionally made
During these trying times, it is heartening to see donors harness the power of philanthropy to combat the social, economic, and health implications of COVID-19. Resilience has been redefined as each