A panel of senior advisors and gift planners discusses the best methods for starting a discussion of donors' and clients' philanthropic goals.
According to research conducted by JPMorgan Private Bank's Advice Lab, almost one in three family-owned businesses has experienced some form of liquidity event over the last 12 years. An outright sale or a merger or initial public offering has major implications for businesses that may have been family-run for generations. The analysis highlight...
This issue paper focuses on the principles, practices, and policies of family governance. It aims to help philanthropic families understand the theory and practice of effective family governance.
This article addresses the complex U.S. tax rules governing cross-border grant-making by private foundations.
Ecological agriculture is pre-programmed to generate superior climate change performance as measured by soil organic matter, biodiversity, carbon sequestration and materially reduced GHG emissions. This also generates significant opportunities for creating additional and attractive income streams from environmental markets, according to new researc...
Businesses worldwide are increasingly using social media networks to advertise and communicate with potential customers and constituents. Regardless of whether a business is using social media, its employees certainly are. Here are four reasons to establish rules for how employees use social media sites.
Philanthropically minded families are vulnerable to the misuse of the personal financial information contained in mandatory filings that become public. However, these families are not defenseless; by following the best practices in this paper, they can greatly reduce the likelihood of being victimized.
Clarifying donor intent at the outset of any conversation regarding charitable giving, and properly documenting that intent, will help both parties feel good about giving and receiving. To avoid confusion after a gift is made and to prevent costly proceedings when the intent of a gift is insufficiently documented, here are a few practical tips to g...
This paper highlights a number of approaches that may guide philanthropists in choosing their investments and in encouraging entrepreneurship. Alongside these examples, the paper features a series of case studies showing how philanthropists worldwide invest their wealth, their experience, and their skills to unlock entrepreneurial potential.
Mission investing offers the opportunity to potentially shape and scale desired social outcomes as a complement to effective grant making and other philanthropic activities. Success requires planning, blending program and financial teams, rigorous investment processes, and building applicable social metrics.
Donors are reassessing their giving to maximize impact and to ensure their money is being utilized effectively and efficiently by the non-profit organizations they support. Meantime watchdog organizations are grading the non-profit community and posting their ratings online.
This report by New Philanthropy Capital discusses the potential for and challenges associated with cross-border philanthropy, not least prioritizing the issues and countries that deserve attention and selecting qualified intermediaries.
This issue of Global Giving Matters looks at the emerging field of social entrepreneurship and reports on the challenges social entrepreneurs face and the opportunities philanthropists have to move the field forward.
This report analyses how to maximize charitable dollars through donations of appreciated stocks and mutual funds.
Charities are making a crucial contribution to tackling environmental problems, as pioneers, leaders, managers and guardians. They flag up vital issues, produce ground-breaking research and reports, and develop and implement innovative solutions. Much of this work leads to policy action by governments, and changes in business practices and consum...