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This report from Credit Suisse examines historical trends for philanthropy during economic downturns and explores the effects of the current recession on funders and non-profits. It also provides a series of recommendations for philanthropists and their advisors on grantmaking during the downturn. While based on U.S. data, many of these recommendat...

As social demands increase and government budgets tighten, the need to get maximum impact from increasingly scarce philanthropic funds grows. This paper from Springbanc Social Capital Advisors suggests ways to gain philanthropic leverage so that the potential positive outcome of each donation is enhanced.

In the latest issue of Global Giving Matters, the Synergos Institute explores the personal story of a philanthropist's inner journey and relationship with her giving, which has included support of initiatives with highly marginalized groups. This issue also collects brief news items from Argentina, Chile, China, Malaysia, Mexico, Pakistan, the Unit...

A global outbreak of influenza, such as that anticipated with this year's H1N1 virus, can have a major effect on all aspects of the world economy. Having a contingency plan can make a difference for businesses and individuals, says HUB International Personal Insurance, which offers suggestions for creating such a plan.

While a life insurance agent/broker may be a valuable resource and advisor, the very nature of today's products and compensation structure, coupled with the lack of transparency, create substantial conflicts of interest between what is best for the client and what is best for the agent. What are the conflicts, how meaningful are they and how can fa...

Much homelessness need never occur in the first place. Long-term action by charities to address underlying problems such as substance misuse and child abuse helps to reduce the pool of people acutely vulnerable to housing breakdown. More targeted responses—giving advice on housing, for example, or working with groups at particular risk (such as pri...

This ScanSafe STAT security brief compares the Web-threat landscape in May 2007 – six months prior to the large scale compromises, with data from May 2008 – six months after the attacks began. The findings in this report demonstrate the tremendous impact ongoing cyber attacks are having on the safety and integrity of the Web.

A thorough understanding of the risks from extreme market moves is essential to a realistic estimation of a strategy's risk/reward profile. Every market professional is aware that with risk come opportunities. In this paper, LJM Partners shows that a process can be built to use the heightened premiums of OTM S&P options to enhance returns.

Britain's new reduction of capital procedure provides a flexible and inexpensive way for family-owned businesses to restructure or return value to shareholders. This report from Withers provides practical examples of how the procedure can be used in paying dividends, demergers, share buy-backs as well as paying up unpaid amounts on shares and disso...

This article reports on Philip Richards, a wealthy entrepreneur who has given away to charity half his 8 million pound salary.

Proper asset allocation and estate planning is often the best gift to children who have neither an interest in, nor propensity for, running the family business. Sale of the family business is usually a once-in-a-lifetime chance to achieve meaningful liquidity, and well-qualified advisors can add much more in transaction value and stress relief tha...

Evolving legislation and stricter governance standards on corporations has resulted in increased personal liability risk for directors and officers who respectfully serve on boards. In the wake of the Enron and Worldcom debacles, liability exposures of corporate directors and officers have increased dramatically. Regardless of the company's size...

Why, when and how legal and financial advisors counsel their clients around their charitable giving options has important implications for the donor, for the gift planner, for charitable organizations and for society. The author makes a series of recommendations on how the advisor-client relationship can best be structured in the interests of both.

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...