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Socially responsible investing lets investors use their investment capital for advocacy – to advance a social cause or a values-driven position. In this paper, the Threshold Group defines SRI, shows how it fits into wealth management and provides points for families to consider in exploring whether to consider this approach for their investment por...

Social entrepreneurship cuts across disciplines to tackle social, economic and political issues and create sustainable change for the greater good. This issue of Global Giving Matters takes an in-depth look at this approach, reporting on the challenges that social engineers face and the opportunities for philanthropists to move the field forward.

Donating appreciated securities to charities may provide tax advantages over making cash donations by reducing capital gains taxes. This report from Fidelity Investments explores the issue, providing assistance in calculating tax savings and explaining how a donor advised fund can reduce paperwork to make these donations easier.

Wealthy families struggle to find advice needed to launch a philanthropic foundation or to select charities to which to donate, according to a survey of wealthy individuals and family offices in Europe by U.K.-based New Philanthropy Capital. Other challenges include finding ways to network with other donors and measuring the success of donations.

The charitable lead trust can be used effectively for the ultra-wealthy to pass property, at death or during life, to charity and family members. The trust is particularly effective for individuals who want to address their charitable interests and also set aside money for future generations' medical, educational or other needs.

Companies that manage their people, or talent, successfully are in good position to weather volatile times and emerge in better shape than ever. Deloitte offers suggestions beyond downsizing to align short-term budget-trimming needs with companies' long-term personnel strategies and overall business objectives.

Despite its challenges, the current economic environment offers opportunities that can benefit family-owned businesses. This article from the Beringer Group encourages family businesses to consider the possibilities that may exist in acquisitions, corporate restructurings, internal buyouts, succession planning and estate planning.

Family businesses are perceived as having endemic problems, such as governance and succession issues, but their strengths – long-term perspective, stable leadership and strong identity – can give them a competitive advantage. This report from Barclays Wealth examines how family businesses are faring in today's challenging economic, financial and op...

Companies that are responsive to the changing economic, social and environmental landscape, brought about by trends related to climate change, will create opportunities (that will not come without challenges) to grow their businesses and, in turn, create wealth for their stakeholders.

In an era of globalization, corporations may continually find themselves exposed to potential abuses. Thoughtful investors, who recognize the social and business implications of a company's human rights policies, will have a better understanding of both the risks and opportunities to which a company may be exposed.

This paper provides some tips for creative giving to help donors meet the high level of need in their communities and continue to have impact even with reduced dollars available for charitable giving. While these strategies can be applied during the current economic environment, they stand the test of time and can be built upon as the economy and g...

Meeting significant charitable goals efficiently creates a disproportionate need for the characteristics inherent in liquid, public securities. Increasing the allocation to liquid asset classes from 29% to 75% on a tax-managed basis can generate comparable returns to the endowment model after taxes while maintaining the flexibility needed to handle...

Independence, freedom, the ability to choose their own destiny and focus on giving back to their community are the things that motivate extremely affluent women. The ability to pursue work they are passionate about, develop their personal strengths and be of service to those less fortunate make today's wealthiest women happy and fulfilled.

Individuals give to charitable causes with hopes that they are making a difference. Unfortunately, they rarely are given enough information to assess the success of individual programs. This white paper from Newdea discusses how donors and non-profits can work together to create a standard platform for information so that both know which programs a...

Social campaigning, or advocacy, can bring societal wrongs to light and better humanity. But how can a charity or social group raise government and individual awareness of a societal problem enough to help many people in need and give a voice to the disadvantaged? This report from New Philanthropy Capital offers guidance for charities and their don...