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Through a survey and series of interviews with members of 20 U.S.-based, multi-generational family philanthropic systems, researchers found that as families evolve, they face common dilemmas
The explosion of the use of philanthropic vehicles, coupled with massive intergenerational wealth transfer, means that affluent families are giving in more ways, both collectively and individually.
Charitable planning can be an important part not only of managing income and estate taxes, but of engaging the family and strengthening family values. Adding in a multigenerational component can make
Because nearly 90% of all foundations are set up with the intent to exist in perpetuity, their success depends on their ability to prepare for and manage change. The challenge isn’t merely a
At the most basic level, the difference between a donor-advised fund (DAF) and a private foundation is the construct, or form, in which each entity is created and operated. Because a private
Some families start a private foundation because they want to give back while others are seeking tax savings. Whatever the impetus, private foundations serve as a powerful and flexible philanthropic
While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity
Persistent inflation and high interest rates have driven up costs and negatively affected charities. As a result, taking an efficient, tax-smart approach to maximizing donor impact has never been
Based on “The Stanford PACS Guide to Effective Philanthropy” and “The Philanthropy Toolkit: An Introduction to Giving Effectively,” this Schwab Charitable Giving Guide
For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective