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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...

Cyber threats and fraud schemes are designed to infiltrate and compromise your business. By using this cybersecurity resource guide and taking proactive actions to prevent cyber threats, you can strengthen your defensive strategy. This guide includes: Cyber Fraud Overview Recommendations and Resources Quick Reference Guide f...

Because nearly 90% of all foundations are set up with the intent to exist in perpetuity, their success depends on their ability to prepare for and manage change. The challenge isn’t merely a transition, but also the internal stress of balancing the energy and engagement of new blood with the experience and traditions of its senior members. Based on...

Designed to help your board take practical steps toward strengthening your organization's cyber risk, this data privacy and governance checklist outlines the basics for understanding your current data protection posture regarding the handling of personal and sensitive data. With the questions and responsibilities from the checklist, you c...

Enhancing the impact that you and your family can have in supporting causes near to your hearts also requires more than just generosity and good intentions. It takes careful planning and an in-depth understanding of the various vehicles that can be used to facilitate your charitable gifts and the tax laws related to those gifts. Beginning with thre...

Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as overall wealth planning goals. In examining some common charitable giving strategies, the advantages and disadvantages are discussed, and examples are prese...

When it is time to activate your philanthropy strategy, your approach should be informed by the trends that are shaping the charitable giving landscape. By understanding and embracing new trends and the role philanthropy plays as a tool for positive change, families and nonprofits can strengthen their philanthropic programs and legacies for generat...

Professional staff is an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. In this webcast by the National Center for Family Philanthropy, learn how to hire and prepare your staff for success in family philanthropy. Download the transcript and presentation deck for your refer...

As the world becomes more digitally connected, cybersecurity risks will keep rising. The larger your digital footprint, the greater your cyber risk. With this self-defense guide and best practices by William Blair & Company, you can safeguard your online identity and protect yourself against the loss of personal data and assets.

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...

In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage...

Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. While common themes transcend these topics, each is distinct and presents an opportunity by allowing families to engage in a powerful combinat...

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 wi...

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 inte...

Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each generation having its own set of beliefs and perspectives, it's important to bridge that gap and ensure that, as wealth passes through generations, the ...