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Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as
In the age of accelerated changes across many aspects of society, six greatest disruptive forces and trends are reshaping the philanthropic landscape. By understanding those catalytic
Professional staff is an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. In this special webcast and conversation, learn how
Whether the goal is to improve a local community or support a more far-reaching cause, charitable giving is an important goal for many investors. From donating cash to establishing a donor-advised
Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along
With an array of charitable giving options, it's important to understand how each gift could affect your annual deductions. Here's a quick guide to tax deductions, out-of-pocket
As the world’s challenges become increasingly urgent and complex, philanthropists benefit from periodic analyses of strategy to inform their vision, goals, and optimal use of available
Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each
With the next generation leading the way in philanthropic initiatives for private foundations, there's been a focus on program-related investments and social impact investing. There is also