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 overall wealth planning goals. In examining some common charitable giving strategies, the advantages and disadvantages are discussed, and examples are presented to illustrate the potential impact.
Philanthropic Investments
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2021 FOX Foresight - Family Philanthropy’s New Era
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History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for years to come. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors
Impact Investing: An Introduction
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Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing.
Impact Investing: Strategy and Action
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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 impact investing, the three phases are explored further to explain how to take practical steps towards implementing your first impact investment.
With impact investing, the viability and projected growth of the creative economy is not easily seen. But when using the “creativity lens” that looks at creative activity beyond the limits of art and culture, a different story emerges. It can be seen that impact investing in the creative economy has been hiding in plain sight. This study by Rockefeller Philanthropy Advisors identifies 107 funds that have been investing in the creative economy and shows the tremendous potential there for impact investors.