Donors often ask how they can maximize their giving dollars when seeking to fulfill their charitable giving missions. A tax effective way is to donate appreciated securities to a donor advised fund, rather than selling the securities and donating the cash proceeds. So how does it work?
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 ...
We often think of Thanksgiving and Giving Tuesday as ushering in the year-end charitable giving season. Year end is not only a time for gratitude, as families gather for the holidays, but also a time to start organizing financially for the close of the calendar year. But year-end giving does not need to be short-term giving. So even as you strive t...
As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically. For this reason, advisors and their clients need a set vocabulary of terms going into the first meeting. Only ...
Enterprising families are showing an increased interest in participating in direct investments around the globe. Some families have turned to private equity out of frustration with the volatility in the public markets and the unexpected correlations between asset classes that occurred during the 2008-2010 timeframe. The factors that impact their pr...
Charities face a particular challenge in building and maintaining a balanced portfolio of investments that will provide a secure return. In its 12th Compendium of Investment for Charities, Sarasin & Partners provides assistance by exploring investment options and offering suggestions for how to plan a charity investment policy, put asset allocation...
Based on a global survey of high-net worth individuals, including almost 300 family business owners, the eighth instalment of Barclays Wealth Insights provides fresh analysis into the state of family businesses around the world today. The report will assess the current situation and prospects of family businesses, and examine in detail their un...
A health and education exclusion trust may offer a way to preserve assets for younger family members and avoid harsh generation-skipping taxes, while still contributing to charity. In this article, Mela Garber of Anchin, Block and Anchin explains how a HEET can be a useful and effective estate planning tool that benefits family and a designated cha...
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.
All parents have hopes and dreams for their children. They hope to see their children create loving relationships, achieve success in satisfying careers and make productive contributions to society. For many parents with strong moral, religious or civic beliefs, it may be particularly important that their children grow up to become caring, generous...
Solving complex social problems can require breaking down the barriers of centuries-old political, social and ethnic conflicts. This article from Synergos explores the concept of bridging leadership as a method of bringing opposing groups and diverse leaders together for social change.
Enviromental sustainability is shifting from an abstract philosophy to a mission for more corporations and private individuals. PricewaterhouseCoopers analyzes 57 industry sectors and 367 companies to identify leading companies and practices. The research points to a statistically significant correlation between corporate commitment to sustainabili...
The new administration has turned 2009 into a year of changes in state, gift and income tax laws – and more changes are expected before the year ends. Credit Suisse Securities (USA) provides an update on the extension of the IRA charitable rollover as well as changes to the gift tax annual exclusion, the generation-skipping transfer tax, and family...
Charities submit grant proposals; funders read the proposals and decide where to make their contributions. Both groups benefit when grants are structured to create the greatest positive impact and make prudent use of available funds. In this paper, New Philanthropy Capital looks at what makes grants successful and how they can be structured best.
Bank of America's 2008 study of philanthropy offers a closer look at giving, including reasons why ultra-wealthy families give to charity and how much they give, why families stop giving, how they transmit charitable values to their children and the types of philanthropic advice they seek from advisors.