Philanthropic Mission and Strategies

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The Shift from Donor to Philanthropist
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For many individuals and families of wealth, there comes a time when they decide to engage in philanthropy in a larger, perhaps more strategic manner. This often occurs as their relationship with wealth matures, and they realize they have an opportunity (or perhaps feel an obligation) to go beyond writing checks to worthy organizations and move toward a deeper engagement in giving that could make a significant impact on the issues they care about. The shift, which can feel overwhelming, can be one of the most rewarding privileges of wealth.

New IRS Proposed Regulations Seek to Curtail Entity Valuation Discounts for Estate, Gift, and GST Tax Purposes
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Recently the IRS released proposed regulations under Chapter 14 of the Internal Revenue Code that would severely limit—if not eliminate—the application of valuation discounts, including lack of marketability and minority discounts, to interests in closely held family entities for gift, estate, and generation-skipping transfer tax purposes. If finalized in their current form, the proposed regulations will have a significant impact on future estate planning for high net worth individuals and, potentially, on estate plans which were recently put into place.

On the Sociology of Wealth, 2016
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The wealthy are caught in the high-beam headlights of toxic rhetoric around equity, inequality, greed, power, excessive affluence, and influence of the wealthiest 1 percent. This has become a hot issue in the political environment, where both old media and new social media continue to add data that fuels the growing anger toward, and mistrust of, wealth. It raises the question of what are realistic responses for those with wealth, the families and individuals who are in the 1 percent, even if their wealth is nowhere on the scale of the very wealthiest.

Developing an Entrepreneurial Spirit in the Family
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Entrepreneurs assemble resources, create innovations, develop finance strategies and apply business acumen in an effort to create economic goods and services. The ultimate question is, “How do you instill these attributes in your rising generation?” Ann Dugan, who founded the University of Pittsburgh's Institute for Entrepreneurial Excellence, leads an exploration on how to create an entrepreneurial spirit in the rising generation.

Finding Your Life Purpose
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In an effort to promote a culture of greater giving and well-being for all, Nexus Global Youth shines light on the experience and impact of having wealth and what can be done to support and inspire the next generation of philanthropic leaders. Given the unique nature of the generation and their experiences, Nexus research proposes that, instead of focusing on the technicalities of philanthropy, focusing on the relationships and emotional development behind philanthropy is the most effective and beneficial approach to promote generosity.

Closing Luncheon – Impact Investing, an Accelerator for Economic Return
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The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.

Track 3 - INVESTING DIRECTLY - Direct Investing: Industry Sector Dynamics
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This series covers industry sector dynamics in three parts:Part 1: Working the Plan – City Capital Venture’s seasoned deal team, Dan Kipp and Allen Tibshrany will explore the critical steps necessary to ensure success in the first 18 months post-investment, including guidance on governance, transparency and reporting.

Workshop 2: Engaging in Solution-Building: The Impact Investing Game
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Change is never easy, especially with the challenge of mainstreaming impact investing. But when change is fun, it is easier for those faced with seemingly insurmountable challenges to begin to see opportunities. For the past three years in Davos, the World Economic Forum (WEF) has designed and implemented elaborate and highly competitive interactions with investors, social entrepreneurs and government officials.

The Anatomy of Giving: Drives behind Philanthropic Giving
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The protracted wrangling over deficit reduction and tax codes in Washington in recent years has raised concerns about the negative impact on charitable giving. Would the elimination of tax deductions act as a disincentive for the wealthy to give, possibly crippling the nonprofit sector?

Impact Report
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We face tremendous challenges today. The forces of globalization and modern consumerism are straining our planet’s resources. As production efficiencies increase through technology and human experience, prices decline thus enabling consumption of more goods by more people worldwide. In developing countries, as people migrate from farms to cities, their demand for food, water, housing, transportation and electricity increases dramatically.