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Art collections are unique and very personal assets. Planning to build and maintain a collection, and ensuring its future, requires balancing special rules applied to collectibles and the personal and financial realities of individuals or families. When collectors, their families, and their trusted advisors engage in purposeful planning for art col...

Much has been written comparing the administrative, financial, and programmatic criteria of private foundations and donor advised funds. It is often presented as an “either/or” choice. It’s important to know that the two can be used in tandem to achieve complementary goals of families and other donors. Some examples are illustrate...

Veronica and Greg share how investments in their donor-advised fund account have grown over the years, which has enabled them to give even more to the causes they care about.

National Center for Family Philanthropy recently spoke with Bill Leighty about how he’s helped keep the Leighty Foundation’s memories alive by recording its history. While many foundations use external production companies, Bill created his family’s legacy videos himself—using his own technological know-how, video equip...

A board chair is perhaps the most important and meaningful job in any family foundation. If you are currently chair—or anticipate that you will be someday—you may find it’s one of the most rewarding roles you will ever have. It’s also a role of great nuance, calling for keen facilitation, leadership, and a healthy dose of se...

A historic agreement was reached in 2015 when member states of the United Nations came together and signed “Transforming Our World: The 2030 Agenda for Sustainable Development,” which included a set of 17 Sustainable Development Goals (SDGs). The SDGs charted a way forward to a just, secure, and sustainable future for people and the planet. This...

There is a passionate and growing effort among funders to focus less on change that is short-term or only at the project or program level; such funders are instead using models that reach across different sectors and approaches and dig deep into root causes, leading to more structural, systemic change. Aiming their efforts at more transformational ...

Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or secu...

In this episode, two experts in the philanthropic advisory space talk about their experiences working with family offices, the state of the industry, and what it might look like in a post-pandemic world. They discuss the importance of family members understanding where they want to go with their philanthropic efforts, being committed, and enga...

With almost two million nonprofits in the U.S., including thousands of local community foundations, it can be overwhelming to know where to start to help during a COVID-19 pandemic. Four steps are provided to help you identify your giving priorities and guide your search for charities that are offering support and relief during this disaster.

With safety at the top of the priority list when flying on an aircraft, there are 10 questions to ask and things to understand to ensure the safest private aviation solution for you and your family. Armed with this knowledge, you’ll be able to make an informed decision and enjoy total peace of mind, knowing you and your loved ones are in the safest...

Your household employees are necessary and helpful, but they present a risk, be it from accidents, reckless behavior, or bad intentions. While there is no way to minimize the concerns entirely, establishing clear communication, crisp policies, and appropriate checks and balances can prevent, or at least decrease most issues. We’ve created a checkli...

Jeff Raikes, co-founder of the Raikes Foundation, and Fred Kaynor, Vice President of Marketing and Business Development for Schwab Charitable, discuss a strategy that can help donors increase their charitable impact. Jeff outlines three important tenets:Choose a cause you are passionate aboutResearch causes and charities to understand how you can m...

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...

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...