This report by New Philanthropy Capital discusses the potential for and challenges associated with cross-border philanthropy, not least prioritizing the issues and countries that deserve attention and selecting qualified intermediaries.
Finding the right thing to say to a friend with cancer can be difficult. But by responding in a way that feels comfortable, respecting privacy, being supportive, and finding concrete ways to assist, you can show that person you care and want to help.
Now is a good time for not-for-profit organizations to clean their gift closets by assessing endowment funds. This can help to keep funds from being misapplied, identify funds that are dormant due to donor restrictions, and reveal uses that could be applied to new organization initiatives. Check the documentation and review the terms of each gift.
Owners who are looking to transition their businesses face the question of whether it is better to sell now or wait until later, particularly in light of the current tax situation. In making this consideration, they should consider the pros and cons of various options: status quo, management buyout, ESOP, sale to a financial buyer, or sale to a str...
In this Executive Summary of the Trends 2020 survey report, conducted by the National Center for Family Philanthropy, it shares the updated trends on the governance and management practices of U.S. family foundations, and includes new questions relevant to ongoing changes in the field including issues of equity, place-based giving, transparenc...
What does it mean for a family funder to share and shift power? Here are ideas and questions to help guide an internal discussion on how your policies and practices affect the power dynamics of your philanthropy, and what you can do to alleviate this in your grantmaking, governance, and management practices.
The impact of COVID-19 on our communities is only just starting to come into focus. No matter what happens from here, the damage will be dramatic. Many nonprofits that have not traditionally made grants to individuals are asking if they can do so, and how. With a little bit of planning and advice up front, disaster relief grants to individuals can ...
As individuals and families contemplate their charitable giving, they often consider forming a private foundation or creating a donor-advised fund. Understanding the pros and cons of each giving strategy can help them determine the best option to meet family development and philanthropic goals.
This guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors—individuals, couples, families, or groups. It offers an overview of issues that philanthropists may want to consider as they create their own giving strategies. And like any good planning tool, this guide presents a seri...
In a time of increasing social and economic challenges, this guide offers both emerging and established donors a look at important questions and issues faced. Even the most seasoned philanthropists need to pause, reflect, and ensure that their giving strategies reflect the seismic shifts around the world. No matter your issue, no matter your method...
Applying a broader parameter—one without a reference to age and with deference to each individual—the next generation philanthropists are people who see themselves as descendants rather than ancestors, who want to use their wealth to be of service to others. With the goal of inspiring next generation philanthropists to dream and consider new possib...
Both new and experienced donors have become far more thoughtful about the time frame of their giving. And setting a use-by date for philanthropy has become a common consideration. Effective giving usually relies not just on how to decide to give, but for how long. All of which begs another question: How long should your family foundation or giving ...
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in the U.S. on March 27, 2020. The legislation has brought about sweeping changes meant to provide relief to individuals and businesses. As part of the CARES Act, certain changes were made with respect to tax benefits to incentivize charitable giving.
It is an unfortunate reality that in trying times some people will attempt to take advantage of situations for personal gain. Be alert to scams including (1) phishing emails that purport to provide help or solutions to the coronavirus/COVID-19 situation, but are actually intended to induce a click that leads to ransomware, (2) price gouging, and (3...
It is estimated that by 2020 between $400 billion and $1 trillion dollars will be invested through impact investing. Clearly this new approach to influencing positive social and environmental changes has far-reaching implications.This 2012 FOX Fall Forum session featured a panel of Julia Sze of Sonen Capital LLC; Mary Mewha of Abbot...