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Thought leaders and practitioners discuss key investment risks and opportunities through a social equity lens, and are joined by Judy Belk, president and CEO of The California Wellness Foundation, for a fireside chat on how the foundation is addressing social equity issues holistically through both grant-making and investment approaches.

Over the past decade, the popularity and use of donor-advised funds, or DAFs as they are commonly known, have grown dramatically. In this Giving With Impact podcast, learn how nonprofits can leverage donor-advised funds to support their operation and maximize their fund-raising results.

With the growing popularity of market-based or market-inspired solutions to addressing some of society’s biggest problems, philanthropy and private equity are no longer distant worlds. Today, the idea of venture philanthropy has become more widespread. How can donors—who are feeling the urgency of positive impatience—take a venture philanthropy approach?

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs. Learn tax-smart giving strategies and why you shouldn't wait until the end of the year to have charitable conversations.

There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful intergenerational giving strategies can foster an ongoing tradition of giving, make an impact on issues the family cares about, and deepen family relationships. In this podcast, learn about what contributes to these successful strategies.

With almost two million nonprofits in the U.S., including thousands of local community foundations, it can be overwhelming to know where to start to help during a COVID-19 pandemic. Four steps are provided to help you identify your giving priorities and guide your search for charities that are offering support and relief during this disaster.

How much to spend is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It leaves the final decision to you, without judgment for your payout amount, lifespan, or mission.

What happens when a founding donor isn’t around to direct the foundation’s mission and grantmaking activity? To avoid unwanted consequences and confusion, succession planning requires a comprehensive strategy that addresses the foundation’s future and provide it with a mission or donor intent statement. It should answer who will make decisions for using the funds and provide the criteria for making those decisions.

When it comes to responsible investing, a simple checklist can do wonders. It can help investors move beyond intent to action and finally find the right stock or bond portfolio. This checklist includes four easy steps and begins with investors listing their concerns.

In this episode, two experts in the philanthropic advisory space talk about their experiences working with family offices, the state of the industry, and what it might look like in a post-pandemic world. They discuss the importance of family members understanding where they want to go with their philanthropic efforts, being committed, and engaging the next generation. They also share best practices of successful philanthropic families and how families need strength, courage, wisdom, and good advice to succeed.