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Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s intellect as it does the bank account. A careful and disciplined approach to philanthropic giving combines purpose, practicality, and passion. In planning for charitable giving, families can review their choices with a planning matrix ...

Would your client benefit from a Private Foundation?Annually, 98% of families with a net worth in excess of $5 million give to charity; philanthropy can be a key element in tax management and estate planning, in addition to instilling a sense of responsibility to younger family members.A Private Foundation is a privately funded and controlled tax-e...

Today’s philanthropists want to channel their desire to “do something” into purposeful and strategic action. Donors frequently want to create or invest in the people and programs that can make a measurable difference. However, for many of us, it may be difficult to know where to begin. Philanthropic endeavors are often rooted in t...

Glenmede's Fall Newsletter topics include leveraging social media to meet organizational goals and guidance for managing transitions to retirement that should be navigated with a comprehensive yet flexible plan that encompasses current cash flow, lifetime asset base and family legacy and philanthropy.

An approach to investing called RSI—“responsible, sustainable and impact investing”—seeks to create both financial return as well as positive social or environmental impacts that are actively measured. This white paper explains how families can connect philanthropic vision with investing strategy through RSI.

Impact investing has taken many forms over the years. In its earliest form, religious pension plans used negative screening to avoid sin stocks. Later, environmental and political activists would use shareholder proposals to demand that companies reduce pollution or otherwise improve their operations. Today, Wall Street and investors of all types a...

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 cit...

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?Such fears appear unfounded, according to recent research from ...

The American Taxpayer Relief Act of 2012 reduced the top marginal estate and gift tax rate to 40 percent. In addition, the Act provides for a $5,000,000 per individual lifetime estate/gift tax exemption, adjusted for inflation, known as the “basic exclusion amount”. The 2015 basic exclusion amount is $5,430,000. This article explains ch...

Today even very young companies are often international — many entrepreneurial ventures are “born global” in terms of their supply chain or customer base. However, there comes a time when an entrepreneur will decide to make the push into an overseas market in a more formal way, working to establish a presence in that jurisdi...

Americans are very charitable people; private philanthropy is growing at approximately 29 percent each year. Millions of dollars are given for human and environmental needs, medical research and facilities, as well as scholarships and endowments for education. The private family foundation is an excellent way for a family to take par...

For families contemplating substantial charitable contributions, private foundations provide a structure to create a legacy of family charitable giving and remain a popular vehicle for charitably inclined families.While a private foundation may appeal to an individual for a variety of reasons; private foundations come with responsibilities. Prior t...

The time to consider the reinvestment risk of selling a family business is before, not after, the sale. A reinvention plan can help by taking into consideration the remaining ties to the business, estate and tax planning issues related to the sale, and personal reinvention for family members as they continue on without the business.

Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.The idea of returning values, accountability, and transparency...

Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.As more investors look to apply various socially responsible investing principles within their investment approach, there are several issues and considerations to bear in mind. A...