Philanthropy

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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 preserving a family legacy and the successful transfer of their wealth and/or
Women & Wealth
GenSpring | SunTrust Private Wealth
Women continue to make great strides in wealth. However, the general theme in the latest research on women and wealth has revealed that women are still restricted by their own lack of confidence. It
Celebrating Incredible Relationships for 20 Years
National Center for Family Philanthropy
Katherine Lorenz, President, Cynthia and  George Mitchell Foundation, talks about how a childhood drawing of a cloud inspired her perspective on what it means to be a philanthropist—and
Celebrating Your Family, Community, and Philanthropy for 20 Years
National Center for Family Philanthropy
Farhad Ebrahimi invites us all to reimagine the role of philanthropy—and both the opportunities and power it provides. After being gifted a significant amount of money, he and his sister
Celebrating the Voices of New Generations for 20 Years
National Center for Family Philanthropy
Hear from Monica about her grandmother's influence encouraging the new, third generation to get involved and bring their own voices to the table. Monica, now president of the Conant Family
Celebrating Your Person
National Center for Family Philanthropy
Kelly and Isabel talk about how "finding their person" guided them along their philanthropic journey. In this family, each generation encourages the next by engagement, mentorship, and resilient
Celebrating What "Family" Means to You
National Center for Family Philanthropy
In family philanthropy we have the choice in how we define "family." In the case of the Quixote Foundation, family is defined as the people who are at the table because they care about each other and
Celebrating Your Family's Greatest Gifts in Life for 20 Years
National Center for Family Philanthropy
Jennifer Mizrahi shares how her family's philanthropy has evolved since they experienced a stunning moment of surprise in their own giving journey. Hear more about how this family's foundation makes
Giving Across Generations: How to Engage Multiple Generations in Family Philanthropy
Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for
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 three percent of failures stem from poor estate planning and poor investment returns. This implies that there