Search Results

Demographic shifts are poised to bring about significant changes in the philanthropic market, and this evolution is being accelerated by the emergence of newer, more dynamic models for giving as Generation X and millennials take over the charitable giving from their parents and grandparents. With a new generation of philanthropists seeing themselve...

Many wealth management clients often want to know how to prevent their children from becoming entitled. Specifically, they’re concerned that their children will rely on family wealth instead of forging their own paths to success and will lack an understanding of money beyond how to spend it. Moreover, parents may inadvertently seed entitlement in t...

Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing. To consider the next ste...

Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on impact investing, the three phases are explored further to explain how to take practical steps towards implementing your first impact investment.

Philanthropic activity within the global wealth community has been growing over the last three decades. This report aims to capture trends in family philanthropy, particularly as they relate to strategic time horizons in giving. As established players mature and new ones come into the fold, philanthropists will need to engage in thoughtful analysis...

Responsible investors often express that they don’t want to buy companies that greenwash; rather, they want the real thing. And they want investment managers who can tell the difference. But businesses are complex organisms, and sustainable business practices are rarely as simple as good versus bad. However, there are pointers that can h...

News, advice, and responses are quickly evolving regarding the global Novel Coronavirus Disease (COVID-19) outbreak and the related global economic downturn. The impact of the dual crises creates anxiety but also inspires generosity and compassion even as the uncertainty of what happens next shakes our confidence. In this guide, Leadership in ...

Whether responding to a cataclysmic event or providing sustainable financing to solve structural issues, philanthropies around the world are taking a fresh look at their approaches. As part of this examination, organizations are beginning to consider how philanthropic timelines factor into their efforts to more effectively and strategically address...

At the core of philanthropy, charitable giving stems from a desire to benefit a cause or program. That desire is even stronger during turbulent times. When moving forward with your charitable giving, there are a few key points to keep in mind to help maximize your strategy, including tax incentives and planning opportunities that are available...

Nothing says, “I'm not sure our marriage will last,” like asking your new fiancé for a prenuptial agreement. This situation can be made even more touchy if the parents of the bride or groom are the ones insisting on the agreement. However, if approached positively and created thoughtfully, a prenuptial agreement can have benefits for both partners ...

What might your best stock holding, a piece of real estate, shares in a privately held company, interests in private equity, venture or hedge funds, fine art, collectibles, and bitcoin have in common? Whether you purchased them for love or investment purposes, they could be among the best items to give to your favorite charities to realize maximum ...

By fostering the idea of giving from a young age, children can learn the value and joy in helping, sharing, and giving to those who have less than them. Instilling the core ideals of philanthropy in your children's lives can also help them develop a sense of purpose and self. The key is to educate and give them something to emulate.

Every new leader faces challenges. But for those who are breaking barriers within nonprofits or family foundations, the challenges are even more pronounced. The new leaders must find their footing and navigate cultures that either overtly or subtly remind them that they are different, whether they are the first person of color, first woman, or firs...

The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains multiple tax-related provisions intended to offer relief to both businesses and individuals. We outline key provisions of which businesses and individuals should be aware, including those governing retention credits, payroll tax deferrals, recovery rebates, and modifications to...

One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the COVID-19 pandemic. Some of the world’s best investors and wealth stewards share their thoughts and insights into the unique challenges facing fa...