Resource Search

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 resources. In this second biennial report that analyzes responses from 150 philanthropies across 30 countries, key insights are provided for anyone who is interested in:

Prizes have long been used to recognize achievement and advance innovation and effective solutions. In recent years, prize philanthropy, the use of monetary prizes to recognize achievements or drive developments that benefit society has become more popular among a wider segment of donors. This guide will help philanthropists decide whether and how to use prize philanthropy to achieve their goals.

Digital platforms make microbusinesses possible for millions of people, and companies like Etsy and GoDaddy have been an essential backbone behind them, especially during the pandemic (Etsy sellers contributed $13 billion and almost 3 million jobs to the economy last year). In this NOW episode, we discuss the evolution of microbusinesses and what they mean for the growth and resilience of our communities. Later, David Powell, co-portfolio manager of Brown Advisory's Large-Cap Sustainable Growth strategy, joined the conversation to discuss takeaways for investors.

Through interviews with dozen of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a commitment to impact. While it offers an overarching framework and legal considerations, this companion workbook provides stories, practical tips, and discussion starters for families and donors.

Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this Family Philanthropy Speaks episode, hear how Liesel and Irene have learned alongside one another while forging their own identities as impact investors and change agents.

Successfully transferring wealth to the next generation requires healthy and open communication within a family. In this Insights episode, learn how philanthropy can create the unique opportunity for families to do this by sharing values, making decisions, and giving back together.

For the charitably inclined individuals and families who are exploring ways to reduce their tax expose and maximize their charitable impact in 2022, there are eight tax-smart tips for charitable giving in 2022.

Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades. It reveals a shift in their philanthropic investments, next-generation and succession planning, and crypto investments. It also explores the private banking services among family offices and the awareness of the proposed Family Office Regulations Act of 2021.

With many interested in helping the humanitarian crisis in Ukraine, this list provides suggestions on where you can donate. As with any donations, make sure your donation is secure by donating through an organization’s official website or sending a check in the mail.

Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers to Millennials. Whether you’re a person looking to give or an advisor to one, it’s helpful to understand generational giving motivations and processes.