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According to a Norwegian linguist, the Sami people living in northern Russia and Scandinavia have 180 words for snow and ice. It seems that there are nearly as many terms for investment strategies designed specifically for societal impact. A few of the terms being used today include: “socially responsible investing,” “ESG in...

Impact investments can be made in all corners of the world, in frontier and emerging markets, developed economies and our local neighborhoods. When successfully implemented, impact investing can potentially produce a sustainable pool of capital that can work for generations, as well as help align financial capital with your passions, beliefs and ob...

A careful and disciplined approach to philanthropic giving combines purpose, practicality and passion. Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s brain as it does the bank account. This white paper explains a higher quality of giving, an important part of many high net worth in...

While challenges in the past caused the field to focus on practices to improve the efficiency and effectiveness of philanthropy, current challenges require an even deeper demand of philanthropy’s ability to address the most pressing problems of our time, amid smaller endowment values and continued economic uncertainty, government budget restr...

Entrepreneurs are, at their core, in the business of solving problems. They identify a problem, find a solution and build a business around it. At the same time, it’s hardly surprising that entrepreneurs are highly individualistic when it comes to philanthropy, applying the same creative thinking that made them successful in business.

The investment returns of the past are unlikely to be repeated going forward, as asset classes that comprise a large portion of many nonprofit portfolios are likely nearing the end of a long bull market. This will force boards to look for additional sources of return as well as more efficient ways to make required distributions.

After an historic financial crisis and ensuing market volatility, many nonprofit organizations are struggling while others are thriving. This paper uncovers the difference: Some of these organizations have been far better at integrating their investment strategies with their overall missions.

The reinstatement of the charitable IRA rollover by the American Taxpayer Relief Act of 2012 provides a window of opportunity for certain donors to make significant charitable gifts on a tax-favored basis. To take advantage of this provision, a donor must be at least 70½ years old, and distributions must be made directly from the IRA trustee...

Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings,...

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...