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To make progress on challenging issues of social and environmental problems, strategic funders understand the need to address the systems that maintain and exacerbate them. Drawing on secondary research, advisory experience, and conversations from a series of convenings, this report illustrates how funders can design for and measure progress on systems change that is more effective, sustainable, and scalable—one that also adopts the lessons learned from COVID-19 and where philanthropy has a unique role.

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 deductions, and required substantiation. For the individuals and families looking to go beyond the standard donation, there are a few alternate options with their own tax considerations.

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 fund or a private foundation, there are a variety of ways to support the causes that matter to you. If deciding between establishing a donor-advised fund or a private foundation, high-level guidelines and a comparison table are provided to help you choose the best vehicle for you.

While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable giving and its impact. Armed with this knowledge, parents can create meaningful opportunities to talk with their children and ask each other questions about giving.

To position your wealth and philanthropic goals in an optimal position for the long-term, there are 8 strategies that can help activate high-impact capital and initiate purpose-driven charitable giving.

While charitable giving peaks in December, it is good planning to go past the last month of the year to help make a greater impact for your communities. Depending on your tax needs and philanthropic goals, consider making a gift of appreciated assets, creating a charitable lead trust, and using other options that go beyond making a gift of cash or property.

Philanthropy continues to wield disproportionate power today. However, a more nuanced conception of shared power has emerged and has spurred an increasing number of funders and ecosystem partners to become more open about the inequities of and within philanthropy. With the goal of moving the practice of philanthropy away from its inequitable origins and practices, this report provides insights and conceptual frameworks and actionable resources that can enable funders to create equitable processes and practices.

Persistent inflation and high interest rates have driven up costs and negatively affected charities. As a result, taking an efficient, tax-smart approach to maximizing donor impact has never been more important. Here are 12 ways to increase donor impact and potentially reduce taxable income in 2023 and beyond.

While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. From this webcast and presentation, learn about:

At the most basic level, the difference between a donor-advised fund (DAF) and a private foundation is the construct, or form, in which each entity is created and operated. Because a private foundation is a freestanding legal entity, and a DAF is an account, the two charitable vehicles offer very different levels of control, authority, and philanthropic versatility. For families considering which charitable structure to form, this side-by-side comparison is a helpful guide. And it turns out that form does dictate function.