Welcome to our Q4 newsletter—the ultimate guide to giving!
We’ve dedicated this issue to helping philanthropists give with impact—especially during the hustle and bustle of this last quarter (the busiest grantmaking time of the year). Read on to see which foundation stories warmed our hearts, the philanthropic thought leaders who inspired us and the resources we wholeheartedly believe can help givers maximize every dollar.
We hope you enjoy and wish you a wonderful holiday season!
Client Spotlight: The Kendeda Fund
To continue shining a light on supporting veterans this month, we’re proud to feature The Kendeda Fund’s Veterans program, which promotes healing through nature and activities in the outdoors. Learn more about how they’re helping returning veterans with alternative treatments to reduce stress and restore wellbeing.
The 2021 Generosity Barometer
See how the giving trends of smaller, mid-size and larger private foundations stacked up along with the 10 states that received the most grants from foundations.
Advisor Series: Family Philanthropy Checklist
ICYMI: Engage clients during this busy Q4 with our new Family Philanthropy Checklist, which can help shape meaningful and intentional interactions during this celebratory family time.
Starting a Foundation Before Year’s End
Yes, it’s possible! Financial Advisor asked our CLO Jeffrey Haskell to share how wealthy clients can start (and benefit from) a foundation in 2022.
5 Trends in High-Net-Worth Philanthropy
As featured on Kiplinger, wealthy families and organizations are focusing their efforts on creating bigger impacts. Find out how in this latest article by our CMO Hannah Shaw Grove.
World Ultra Wealth Report 2022
For the Ultra High Net Worth population, philanthropy is a major driver and will increase substantially in the next 20 years. Learn about this and more in-depth analysis about the UHNW in this latest report.
Giving Trends: 2022 Report On Private Philanthropy
See the gradual shift in giving patterns over the past two years in our latest Giving Trends report, which analyzes a sample of nearly 1,000 non-operating foundation clients.
Tech Spotlight: Tracking Your Giving Goals Just Got Easier
You have causes you care about, but how do you know if your foundation is making an impact? Our new Impact Planning feature lets you view and track how your grants are allocated.
Is A Private Foundation Right For You?
It’s a fair question and one that Charles Schwab explores in their latest article on choosing the best vehicle to further your family’s philanthropic goals.
Why Are Donors More Generous With Time?
According to a recent paper, people are more generous with pro-social investments of time than money. Hear from the authors in this episode of the Fresh Research podcast.
Giving As a Family Affair
Learn how Arizona-based philanthropists made two conscious decisions early on as parents to normalize discussions around giving responsibility in Philanthropy Daily.
New Study: Rich Boomers Are Stressed About Wealth Transfer
According to new research from UBS, The Great Wealth Transfer is stressing out millionaires whose children have different ideas on spending and giving. Read Forbes article.
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