Welcome to our fall issue of the newsletter! It’s hard to believe, but about one-third of all private foundation grants are awarded in the last two months of year. To help philanthropists and their professional teams best prepare for the busy giving season ahead, we’ve spent the last few months carefully curating the latest content we believe can help make philanthropy thrive.
From the innovative tech helping foundation’s streamline and contemporize to new insights, tools and philanthropic resources, we hope this issue leaves you inspired and sets the stage for an impactful giving season ahead. Enjoy!
Client Spotlight: The Francine LeFrak Foundation
With a mission to provide access to training, education and financial fluency for women to be economically secure and flourish, the Francine A. LeFrak Foundation has opened a wellness center to provide medical, behavioral and healthy lifestyle support dedicated solely to helping remove all barriers to employment for citizens returning from incarceration.
Preparing Clients for Disaster Season
Natural disasters are happening, but do your clients have a plan? It’s a necessary conversation that can include both asset protection measures and a charitable component to help others. Learn more in this Barron’s article by our CMO Hannah Shaw Grove.
Infographic: Surprising Stats on Why Givers Are Happier
Did you know the benefits of giving go beyond making you feel good in the moment? From fostering social connection to reducing the risk of dying, research shows that philanthropy promotes overall well-being and happiness.
Checklist Roundup: New Actionable Worksheets
Tech Spotlight: Software for Philanthropists & Their Teams
See how Impactfully, a consolidated dashboard that makes reporting and financial tracking easier, simplifies routine grantmaking and administration. See how it works.
2-Part Series: What Is Impact Investing?
Impact investing has become popular among private foundations that want to maximize their positive impact. Explore the distinct approaches to this popular investment strategy in part one and part two of this series featured on Worth.
2021 Pulse Check on Shared Stewardship for Thriving Together Across America
Led by ReThink Health, more than three hundred leaders who are well-positioned to act as stewards in communities across the U.S. were surveyed to explore how values, priorities and practices of stewardship are taking hold.
Top 3 Rules to Help Charitable Clients
Help your clients steer clear of compliance trouble with these top 3 rules from our Chief Legal Officer Jeffrey Haskell.
What Are Program & Mission-Related Investments?
In part two of this impact investing series featured on Worth, we explore how private foundations can utilize program and mission-related investments to meet their minimum distribution requirements.
3 Things to Know When Advising Private Foundations
Financial Advisor asked our CEO Sunil Garga to share his perspective on the top three things we’ve learned when it comes to providing our clients with the best support. Checkout the interview.
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