Philanthropic Giving

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Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on
Next Gen Philanthropy: Finding the Path Between Tradition and Innovation
Rockefeller Philanthropy Advisors
Applying a broader parameter—one without a reference to age and with deference to each individual—the next generation philanthropists are people who see themselves as descendants rather
Setting a Time Horizon
Rockefeller Philanthropy Advisors
Both new and experienced donors have become far more thoughtful about the time frame of their giving. And setting a use-by date for philanthropy has become a common consideration. Effective giving
Assessing Impact
Rockefeller Philanthropy Advisors
This guide reviews various ways to assess philanthropic impact. It looks at what assessment can accomplish and what it has difficulty measuring. It sets out a series of questions donors can ask as
Your Philanthropy Roadmap
Rockefeller Philanthropy Advisors
This guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors—individuals, couples, families, or groups. It offers an overview of
Giving in Challenging Times
Rockefeller Philanthropy Advisors
In a time of increasing social and economic challenges, this guide offers both emerging and established donors a look at important questions and issues faced. Even the most seasoned philanthropists
2020 FOX Foresight - The Future of Social Impact Investing
Family Office Exchange
The Future of Social Impact InvestingImpact investing engages approximately 20 percent of FOX members. But misconceptions still exist. We’ve unearthed some realities, such as: you don’t have to
2020 FOX Foresight - Meet Families of Impact
Family Office Exchange
Meet Families of Impact Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact
Making a Difference: Private Foundations
BDO
One of the many challenges facing wealthy families in today’s fast-paced society is the need to meaningfully involve family members, including the rising generation, in the management of the
Options for Family Philanthropy: Comparing Donor-Advised Funds and Private Foundations
National Center for Family Philanthropy
When getting started with family philanthropy, a family has the option of choosing a donor-advised fund or establishing a private foundation. Each one has different requirements and management