Increasingly, U.S. foundations are funding international causes either through direct giving to overseas recipients or U.S.-based international programs. Foundation Source offers information and guidelines to help private foundations legally and effectively fund these international efforts without violating U.S. tax law.
Analysis by Spring Mountain Capital shows that increased spending will profoundly jeopardize the long-term health of endowments. This paper proposes a framework for analyzing spending decisions that can be of use to endowments and other types of investors who need to balance long-term growth objectives with short-term spending needs.
Research from Barclays Wealth finds that four factors keep individuals from donating more: a lack of financial security heightened by turbulent markets; a missing need to donate for familial, societal or religious reasons; concern about how charities are operated; and an unsupportive tax system.
KPMG Australia explores six areas related to family business succession: preparation, leadership change, new directions, governance as a priority, performance measurement and pride in the family business. The report focuses on Australian families but offers suggestions and insights that can be useful to families anywhere.
At its best, family philanthropy provides families with an opportunity to reinvigorate their grantmaking, inviting the contribution of fresh and original ideas and approaches from younger generations, and bringing families together in pursuit of a mission inspired by common values. Research conducted for Credit Suisse shows the diversity of experie...
Tough economic times have cultural institutions examining their inventories to decide which items should have ownership transferred to other institutions or individuals by sale, exchange or grant. This paper from Withers LLP notes the increased need for donors of charitable gifts to make their intentions and restrictions on the gifts clear in solid...
The authors explore the impact of the current economic downturn on philanthropy and provide recommendations for philanthropists and their advisors on charitable giving during these difficult times. Case studies show how a range of entrepreneurial philanthropists are responding to the challenges brought about by the recession.
Putting a financial value on social outcomes can help funders determine whether an organization is worth supporting, understand the impact that grantees are having and identify where organizations need help.
Families should consider an array of factors as part of their charitable planning, such as their legacy, the particular assets, market conditions, investment objectives, interest rates and cash flow needs, as well as the mission of the charitable organizations.
Closing the gender gap at the top of corporations fosters innovation, creates a more balanced work environment and positively affects the bottom line. Yet, achieving gender balance requires new thinking, innovative approaches and courage.
The authors present highlights from a series of seminars in which more than 80 trustees from charities of all kinds debated how they could make their charities more effective and shared ideas about improving trusteeship.
Philanthropy appears set to increase among the wealthy, according to a survey of millionaires in 20 countries. The United States, Ireland, South Africa and India lead in donations of both money and time.
Becoming thoughtful and intentional about altruism and the passion to make a difference is the difference between having good intentions and being intentional about our values and commitments to others. This newsletter offers tips on how to give better, helps 'tween philanthropists ask seven critical questions about giving, and provides a visual wa...
Much of charitable giving is fueled by personal beliefs and emotional connections. This research report examined the possibility of a more analytical approach to charitable asset allocation in the UK and found that by focusing on some of the most difficult social problems, private funders can tackle the root causes of crises and create change.
A significant number of family businesses eliminate family dynamics from the business equation, according to a survey. The researchers found significant differences between family-focused and business-focused family businesses in the complexity of the owners' lives, motivations to sell the business, and intent to use tax strategies to minimize taxe...