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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

As the importance of retaining high-performing employees becomes more apparent in a challenging economy, employers should examine what they offer employees beyond financial compensation. Speakers will share the pros and cons of employee benefits to consider such as hybrid work environments, mental health services, parental leave, nursing mothers' p...

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose,...

Philanthropy is no longer just a box to check on the year-end planning list – over the last decade, strategic philanthropy has emerged as an invaluable tool for maximizing family engagement and creating targeted impact. This overlap of values and interests provides critical structure for families to come together to make targeted gifts. Panelists f...

While it is a challenge to move donors from a reactive position to an intentional giving mindset, there are proactive steps and a strategy to help achieve that transition and into a sustaining, long-term partnership of giving. In this peer dialogue event, Erinn Andrews, Founder and CEO of GiveTeam, outlines the strategy in three parts: (1) the dono...

What is the consequence of your philanthropy and who will steward future efforts? Legacy requires creating and implementing plans for donor intent, lifespan, continuity, and succession. Explore how to define and build your legacy and prepare for transitions. This primer is the seventh in a series of seven about the Family Giving Lifecycle b...

Why do you and your family want to give? While it can be difficult to answer, defining and articulating a clear philanthropic purpose should be your north star. Designed to help take stock of your values and understand the passions and experiences that have shaped your family, this primer is the first in a series of seven about the Family Giving Li...

By recognizing there are various charitable giving vehicles—including donor-advised funds, charitable remainder trust, and CRUTs—that donors use to engage in philanthropy, there is also the recognition that there is no single method that is a universally perfect solution and that there are donors who may wish to utilize more than one structure. So ...

While every philanthropic journey is unique, there are points at which all families must make decisions. This series of seven short videos offers a comprehensive introduction and refresher to critical concepts to consider at each stage of your family philanthropy—from philanthropic purpose and selecting giving vehicles, to operations, successi...

As American employees strive to shape their workplace culture and work environment, identifying the human capital issues within an organization should be the foundation of any actions taken to address the needs of today’s workforce and future business needs. That said, the survey findings in this year’s State of Work in America survey—including men...

Through a survey and series of interviews with members of 20 U.S.-based, multi-generational family philanthropic systems, researchers found that as families evolve, they face common dilemmas regarding their philanthropy—most critically, the choices they make about balancing the individual philanthropic priorities of their members with a collective ...

The explosion of the use of philanthropic vehicles, coupled with massive intergenerational wealth transfer, means that affluent families are giving in more ways, both collectively and individually. Taking a deeper look, researchers found that as families evolve, they face common dilemmas regarding their philanthropy—most critically, the choices the...

This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change. It includes factors to consider when selecting a decision-making method, guidance on how to commun...

During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there are different approaches to succession planning, knowing the donor intention is essential. Other planning elements and considerations include a missio...