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The explosion of the use of philanthropic vehicles, coupled with massive intergenerational wealth transfer, means that affluent families are giving in more ways, both collectively and individually. Taking a deeper look, researchers found that as families evolve, they face common dilemmas regarding their philanthropy—most critically, the choices the...

At the most basic level, the difference between a donor-advised fund (DAF) and a private foundation is the construct, or form, in which each entity is created and operated. Because a private foundation is a freestanding legal entity, and a DAF is an account, the two charitable vehicles offer very different levels of control, authority, and philanth...

Some families start a private foundation because they want to give back while others are seeking tax savings. Whatever the impetus, private foundations serve as a powerful and flexible philanthropic vehicle and offer tremendous advantages over giving as an individual donor.

Because nearly 90% of all foundations are set up with the intent to exist in perpetuity, their success depends on their ability to prepare for and manage change. The challenge isn’t merely a transition, but also the internal stress of balancing the energy and engagement of new blood with the experience and traditions of its senior members. Based on...

While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. From this webcast and presentation, learn about...

For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. Throug...

Governance, a system for who will make decisions and how, is the guiding framework for your family philanthropy’s long-term success. There are many governance constructs that support an effective board, and different methods to engage family within each construct. But what are the common elements that contribute to an effective board across all gov...

Philanthropy continues to wield disproportionate power today. However, a more nuanced conception of shared power has emerged and has spurred an increasing number of funders and ecosystem partners to become more open about the inequities of and within philanthropy. With the goal of moving the practice of philanthropy away from its inequitable origin...

The act of giving through family philanthropy can be a transformative experience for both family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful vision and decision making throughout the lifespan of the family's philanthropic work. With the d...

Beset by economic uncertainty and increasing demand for funding, grantmakers and family foundations find themselves at a pivotal moment as they adapt to a changing environment. With this breakout report, grantmakers will learn how their peers are approaching the challenges ahead of them, including mitigating the effects of inflation, addr...