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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...

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...

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 ...

With the next generation leading the way in philanthropic initiatives for private foundations, there's been a focus on program-related investments and social impact investing. There is also more direct activity where families are creating joint ventures with the grantees to ensure that the issues they care about are front and center. ...

At the most basic level, the difference between a donor-advised fund (DAF) and a private foundation is the construct, or form, in which each entity is created and operated. Because a private foundation is a freestanding legal entity, and a DAF is an account, the two charitable vehicles offer very different levels of control, authority, and philanth...

While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. From this webcast and presentation, learn...

Persistent inflation and high interest rates have driven up costs and negatively affected charities. As a result, taking an efficient, tax-smart approach to maximizing donor impact has never been more important. Here are 12 ways to increase donor impact and potentially reduce taxable income in 2023 and beyond.

For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. Throug...