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Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s intellect as it does the bank account. A careful and disciplined approach to philanthropic giving combines purpose, practicality, and passion. In planning for charitable giving, families can review their choices with a planning matrix that outlines the types of gifts and their basic features, control features, term, administrative considerations, income tax benefits, deduction limits, estate and gift tax benefits, costs, and other benefits and considerations.

Philanthropists from Europe, the United States, Asia, and the Middle East are approaching philanthropy in an innovative way and actively promote their causes. Interviews illustrate how they are trying to make a lasting change in terms of impact on the ground as well as the longevity of their charitable organizations. For many philanthropists, achieving a sustainable outcome is the second motivation, after the cause itself. And impact investing and collaborative philanthropy are considered as the top trends in achieving sustainable outcome.

Jessica Jackley, cofounder of KIVA, the world’s first microfinance website, shares her unique wisdom on financial inclusion and social justice. Jessica highlights stories and lessons from her book, Clay Water Brick: Finding Inspiration from Entrepreneurs Who Do the Most with the Least, as well as experiences from her own life as an entrepreneur, investor, and philanthropist.

A rising generation of clients in their 20s and 30s turned to Jim Steiner, president of Abbot Downing, and asked him to share his insights, both as a parent and a wealth management leader. Through four memorable stories and thoughtful questions, Mr. Steiner reflected on matters of career, philanthropy, family, and leaving a legacy. He began with a cab ride in Chicago, learning to see with fresh eyes.

In this Family Philanthropy Speaks conversation, Jeff and Tricia Raikes join Nick Tedesco to discuss how they have changed practices and acknowledged privilege throughout their donor journey. Jeff shares the value of diversifying their network, which opens the doors to new grantees and opportunities for impact. Tricia describes a revelatory moment that changed her views on youth homelessness and notes the need to embrace discomfort as she grapples with her own understanding of racial inequity.

When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized separately managed accounts (SMAs) to build portfolios that align with their values, including expressing their individual ESG views. With an SMA, investors can also gain the market exposure they’re seeking through portfolio construction, active ownership, or a combination of the two.

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. In seeking to learn more about the problem, we reached out to the ones trying to solve it.

In Part 2 of the conversation on solving world hunger through innovation and strategic investing, we welcome two more entrepreneurs. Ezinne Uzo-Okuro, CEO of Terraformers, is using her background as a NASA scientist to empower people to grow healthy food and create sustainable livelihoods. Manuela Zierau, Global Lead of H2Grow, works with communities to grow food—and well-being—in impossible places. Private Client CIO Sid Ahl and CrossBoundary’s Kirtika Challa join in to discuss investment takeaways.

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 envelope with instructions and money inside it, and a note that said happy birthday and you’re old enough to start thinking beyond spending. With a set of guidance in her hands, she learned the importance and joy of sharing her resources.

There is a growing realization among impact investors and those who seek to influence society that they can use more of their assets to complement and even accelerate their social impact goals. This guide provides the tools to develop and execute a tailored impact investing strategy. It offers an objective, agenda-free resource that will inspire readers while also being realistic about the limitations and possibilities of this increasingly popular investment strategy. New approaches are proposed while keeping the principles of traditional investing in mind.