This issue of Global Giving Matters looks at the emerging field of social entrepreneurship and reports on the challenges social entrepreneurs face and the opportunities philanthropists have to move the field forward.
Shifting to strategic philanthropy often comes out of personal experience and the desire to make a difference. But how do individuals go about setting up and running a change-targeted foundation? Springbanc Philanthropy offers advice for making the transition, gives suggestions for strategy and provides a tax filing calendar for foundations.
This paper presents and analyses 5 different approaches to philanthropy: Checkbook philanthropy, Responsive funders, Venture philanthropy, Results-based philanthropy, Collaborative funders. Each approach can be "strategic" depending on your aims. The essence of strategy lies in understanding your unique advantages as a funder prior to taking action–your resources, interests, networks, expertise and skills.
Charities are making a crucial contribution to tackling environmental problems, as pioneers, leaders, managers and guardians. They flag up vital issues, produce ground-breaking research and reports, and develop and implement innovative solutions. Much of this work leads to policy action by governments, and changes in business practices and consumer behaviour. Charities also encourage and foster a willingness to protect and care for the environment at all levels of society.
This report analyses how to maximize charitable dollars through donations of appreciated stocks and mutual funds.
A guide to minimizing the after-tax proceeds from the sale of a family business. According to the article, legal exit preparations involve a 3-step process: due diligence investigations (i.e., public searches, review of minute books and key contracts, etc.); identify any 'skeletons' and consider what options exist to remedy or neutralize them; finally, create and implement a plan to manage these skeletons.
This article reports on Philip Richards, a wealthy entrepreneur who has given away to charity half his 8 million pound salary.
Proper asset allocation and estate planning is often the best gift to children who have neither an interest in, nor propensity for, running the family business. Sale of the family business is usually a once-in-a-lifetime chance to achieve meaningful liquidity, and well-qualified advisors can add much more in transaction value and stress relief than they take away in fees.
Newsletter of the Synergos Institute dedicated to disseminating best practices and innovations in philanthropy and social investment around the world.
A panel of senior advisors and gift planners discusses the best methods for starting a discussion of donors' and clients' philanthropic goals.