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The urgency and optimism of donors wanting their capital to do more have propelled venture philanthropy into mainstream conversations among individuals, families, and foundations seeking not only to give, but to drive meaningful, measurable change. As the broader impact investing market surpasses $1 trillion globally, more investors are treating philanthropy with the same level of strategic focus and performance expectations that guide their financial portfolios.

This year brings unique opportunities and challenges following the passage of the One Big Beautiful Bill Act (OBBBA), which reshaped key provisions affecting estate planning, charitable giving, and income tax threshold. Signed into law in 2025, the OBBBA permanently extends key provisions of the Tax Cuts and Jobs Act of 2017 and introduces new measures aimed at easing the fiscal burden on individuals and estates. These changes also include adjustments to funding for certain social programs and green energy initiatives.

Nonprofit and foundation boards have a fiduciary duty to monitor investments and take action, when necessary, to protect the financial viability of the organization. Having, abiding by, and regularly evaluating the Investment Policy Statement (IPS) is considered a best practice and is integral to the strategic management of assets. Essentially, an IPS is a roadmap for investing the nonprofit's financial assets in stocks, bonds, ETFs, mutual funds, or other financial investments.

Introduces why and how systems thinking can reshape impact investing strategy and practice. It outlines six key shifts—ranging from valuing broader perspectives and reimagining capital deployment to enhancing measurement for systematic impact—and offers practical strategies and real-world examples from organizations already applying these approaches.

This Playbook offers a flexible and practical set of tools to help investors and their advisors apply systems thinking to impact investing strategy, implementation, and measurement. Building on the Primer, it presents a curated collection of tools—diagnostics, worksheets, and planning materials—that can be used independently or in combination.

With the U.S. election results in 2024 setting the stage for significant changes in tax legislation, the administration is expected to prioritize extending the Tax Cuts and Jobs Act of 2017 (TCJA) and potentially repealing parts of the Inflation Reduction Act, which may lead to adjustments in corporate taxes and individual tax provisions. As we navigate these changes, it is important for individuals and businesses to stay informed and proactive in their planning approach.

In the quest to generate positive social change, family philanthropies face diverse and sometimes competing perspectives. They also must sort through an overwhelming amount of information to make good decisions—and often, that information is too general or limited to be useful. With this research report, clear and focused data goes a long way toward helping families make confident decisions for their family foundations and at each inflection point in their philanthropy.

Even the most enthusiastic and driven donors often become overwhelmed and anxious, causing them to put off, stall, or curtail their giving, which in turn, hinders impact and strips the joy out of philanthropy. In this report, we explore the behavioral science behind the ten most common barriers to giving—such as too many choices, fear of uncomfortable family dynamics, and lack of urgency—and provide effective and actionable ways for you to overcome those barriers.

If you’re philanthropically inclined, you can contribute your life insurance to a 501(c)(3) public charity, like a donor-advised fund. There are two primary methods to contribute life insurance to charity, and each one has different timing and tax benefits. Using a case study, the two options illustrate how donations can maximize the charitable impact.