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Donors take care in planning their charitable giving over a number of years. As those plans unfold, however, natural disasters or tragic events can become an unexpected priority for giving. Ensuring that contributions provide the support intended by donors is not as straightforward as it may seem. Knowing the pitfalls that dot the landscape of...

Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.As more investors look to apply various socially responsible investing principles within their investment approach, there are several issues and considerations to bear in mind. A...

Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.The idea of returning values, accountability, and transparency...

GYB is published by PwC’s Private Company Services (PCS) practice. This paper discusses the challenges privately owned businesses face, where the opportunities lie and suggests how you can effectively make the most of both. This issue features articles on: Emerging markets calling: Growth beyon...

This paper, which draws from interviews and a survey of executives in privately held businesses in North America and Western Europe, explores how private companies are turning to emerging and fast-growing markets that, in the recession year of 2009, contributed to only half of the world’s GDP but accounted for all of ...

Quarterly Highlights - PwC commissioned independent research firm BSI Global Research Inc. to interview 225 chief executive officers (CEOs/CFOs) of leading privately held US businesses in the first quarter of 2013. The interviewees were asked about their current business performance, the state of the economy, and their expectations for busines...

Part of the Grow Your Business (GYB) series from PriceWaterhouseCoopers, this edition covers what private companies are doing to rethink their approach to risk against a backdrop of globalization, economic realignment, and rapid technological change.

Business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents. What seems on the surface to be a pretty simple concept—convert paper to images and keep them on the computer—can become a challenge without taking time to put together a plan. The purpose of thi...

The vitality and longevity of a mature family enterprise depend on three key value drivers: the family economic engine, including both business and financial assets; the family itself, its culture and members; and “leakages” that include both cash flow management and estate planning. By operating in this context so that you manage your ...

Entrepreneurial stewardship is the key to perpetuating family wealth through multiple generations. Stuart Lucas and David Lansky discuss some of the paradoxes of maintaining a healthy, wealthy multigenerational family and how to address effectively these paradoxes. The article explains how entrepreneurial stewardship can be a key to perpetuat...

Why is an American who has spent over a quarter century managing financial assets for his family cautioning you against selling your family business? The author urges you to think twice before selling your business.

This paper explores how private foundations can plan for changes in leadership in order to weather the transition as a cohesive, effective unit. Some of the risks and rewards of planning for change—or failing to do so—are discussed.

As part of the "10 Things You Didn't Know You Could Do With Your Foundation" series, four approaches to impact investing are discussed:Community InvestingSocially Responsible InvestingProgram-Related InvestingSocial Venture Capital Investing

The American Taxpayer Relief Act of 2012 reduced the top marginal estate and gift tax rate to 40 percent. In addition, the Act provides for a $5,000,000 per individual lifetime estate/gift tax exemption, adjusted for inflation, known as the “basic exclusion amount”. The 2015 basic exclusion amount is $5,430,000. This article explains ch...

The protracted wrangling over deficit reduction and tax codes in Washington in recent years has raised concerns about the negative impact on charitable giving. Would the elimination of tax deductions act as a disincentive for the wealthy to give, possibly crippling the nonprofit sector?Such fears appear unfounded, according to recent research from ...