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A historic agreement was reached in 2015 when member states of the United Nations came together and signed “Transforming Our World: The 2030 Agenda for Sustainable Development,” which included a set of 17 Sustainable Development Goals (SDGs). The SDGs charted a way forward to a just, secure, and sustainable future for people and the planet. This...

Succession is not just about money or property. It means confronting family relationships and taking the time to make sure that the drivers for succession planning connect personal motivations, the purpose of wealth, and specific family issues. It requires an emotional commitment to a process that once started must run its course, including having ...

From aiding grandchildren to purchase their first homes, to empowering children or other loved ones to build their personal balance sheets through investing in residential real estate, there are many ways in which wealthy individuals may offer to help loved ones to achieve home ownership or favorable living arrangements. Each approach has tax impli...

Along with the guidance of “Defining Your Philanthropic Purpose,” this Road Map workbook will provide donors and their family members with the ability to chart and gain a better understanding of their family’s hope and plans for collaborative, meaningful, and effective philanthropy. As a Road Map, it can become a framework for shared strategies and...

Family philanthropy can be transformative for both family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful decision making throughout the lifespan of the family’s philanthropic work. This guide contains worksheets that first help you, as an in...

Making the shift from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth. And while discussions about philanthropy often begin in the context of tax or estate planning, start with exploring what you want your wealth to accomplish and why you want to give. It’s also important to measure your philanthropic i...

Disagreements and discord can arise when it comes to your family vacation home, a unique asset that symbolizes important memories and family connections. For this reason, you should specifically address the vacation home in your estate plan to avoid hard feelings and even disputes. With thoughtful and proactive planning, a family can avoid many of ...

History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for years to come. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our ...

If you’re philanthropically inclined, you can contribute your life insurance to a 501(c)(3) public charity, like a donor-advised fund. There are two primary methods to contribute life insurance to charity, and each one has different timing and tax benefits. Using a case study, the two options illustrate how donations can maximize the charitable imp...