Philanthropy

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The 25 Best Practices of Multi-Generational Families
GenSpring | SunTrust Private Wealth
The odds of sustaining wealth across generations are low, and studies show that less than 3 percent of failures stem from poor estate planning and poor investment returns. This implies that there are
Family Culture: Creating a Resilient Family Tree
National Center for Family Philanthropy
When people think about family legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations
Successful Generations Podcast: Engaging Your Family in Family Philanthropy
National Center for Family Philanthropy
The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this
Tax Reform and Philanthropy: Exploring Why and How You Give
Hawthorn, PNC Center for Financial Insight
For the majority of Americans, the tax overhaul has altered or reduced many of the financial incentives for making charitable donations. But charitable giving is rarely driven solely by the desire to
Women and Money—A Path to Gender Equality
Hawthorn, PNC Center for Financial Insight
Throughout their lives, many women will probably face a number of circumstances unique to their gender, and each with financial implications. When it comes to women and money, it is essential for
Private Family Foundations Annual Governance Checklist
Hawthorn, PNC Center for Financial Insight
The fun and rewarding activities of a family foundation center around determining the causes and organizations the foundation will support. While working together to make a difference, it is
Donor Advised Funds and Private Foundations: A Comparison of Key Features
Hawthorn, PNC Center for Financial Insight
Two common charitable giving vehicles are donor advised funds (DAFs) and private foundations. A DAF is an account housed in and governed by a public charity. A private foundation is a standalone
Thrive at Five: The Secrets of Long-Term Family Philanthropy
National Center for Family Philanthropy
If you are a newer family foundation with one or two generations on the board, five generations may seem like a long time away. Yet in family philanthropy, quite a few foundations have been operating
Family Wealth Advisors Insights
Bank of the West
There is great responsibility when serving the ultra-high net worth clients, especially those who are concerned about the successful transfer of their wealth and/or business, as well as preserving a
The Giving Journey: Guiding New Donors to Actualized Philanthropy
Open Impact
The field of philanthropy has primarily been built around the more tactical aspects and the how of giving while taking the why for granted. It has made the assumption that a purely rational approach