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Why, when and how legal and financial advisors counsel their clients around their charitable giving options has important implications for the donor, for the gift planner, for charitable organizations and for society. The author makes a series of recommendations on how the advisor-client relationship can best be structured in the interests of both.

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 tha...

This article reports on Philip Richards, a wealthy entrepreneur who has given away to charity half his 8 million pound salary.

Much homelessness need never occur in the first place. Long-term action by charities to address underlying problems such as substance misuse and child abuse helps to reduce the pool of people acutely vulnerable to housing breakdown. More targeted responses—giving advice on housing, for example, or working with groups at particular risk (such as pri...

In the latest issue of Global Giving Matters, the Synergos Institute explores the personal story of a philanthropist's inner journey and relationship with her giving, which has included support of initiatives with highly marginalized groups. This issue also collects brief news items from Argentina, Chile, China, Malaysia, Mexico, Pakistan, the Unit...

As social demands increase and government budgets tighten, the need to get maximum impact from increasingly scarce philanthropic funds grows. This paper from Springbanc Social Capital Advisors suggests ways to gain philanthropic leverage so that the potential positive outcome of each donation is enhanced.

This report from Credit Suisse examines historical trends for philanthropy during economic downturns and explores the effects of the current recession on funders and non-profits. It also provides a series of recommendations for philanthropists and their advisors on grantmaking during the downturn. While based on U.S. data, many of these recommendat...

New philanthropists – ultra-wealthy individuals interested in being informed, strategic givers – have been growing in profile, and donations have been increasing. This paper from New Philanthropy Capital explores the opportunities for new philanthropists and established foundations to collaborate, the benefits of such collaborations, and the ways i...

Despite difficult economic times, a new generation of wealthy, socially aware individuals is giving more to their favorite causes. A research report from Barclays describes these individuals as more global in outlook, more ambitious in trying to effect social change, more impatient in reaching charitable goals, more demanding of accountability by c...

Many donors are reassessing their charitable giving practices in the wake of the recession. It is in this context that Strategic Philanthropy Ltd. has compiled its annual guide for donors interested in thinking more concretely about how to be effective with their charitable donations at a time when the value of their philanthropic assets has likely...

An increasing number of families are contemplating whether the family foundation should continue in perpetuity or have a limited lifespan, according to a Foundation Center survey of more than 1,000 family foundations. The survey explores the decision-making, options and strategies for limited-life foundations as well as the rationale for perpetuity...

Organizations that invest in leadership development perform better than those that don't. Challenging economic times underscore this fact even more, according to independent reports collected by the Center for Creative Leadership. Studies show investment in leadership development improves financial performance, attracts and retains talent, driv...

Increasingly, U.S. foundations are funding international causes either through direct giving to overseas recipients or U.S.-based international programs. Foundation Source offers information and guidelines to help private foundations legally and effectively fund these international efforts without violating U.S. tax law.

Analysis by Spring Mountain Capital shows that increased spending will profoundly jeopardize the long-term health of endowments. This paper proposes a framework for analyzing spending decisions that can be of use to endowments and other types of investors who need to balance long-term growth objectives with short-term spending needs.

Research from Barclays Wealth finds that four factors keep individuals from donating more: a lack of financial security heightened by turbulent markets; a missing need to donate for familial, societal or religious reasons; concern about how charities are operated; and an unsupportive tax system.