Learn how to use both private foundation endowments and grant budgets to generate positive social impact.
Prepare for common inflection points, including bringing in the next generation, an increase of assets, change in leadership or staff, and dispersal of family members.
Strike the right balance between too much and too little control.
Discover how corporations can lay the groundwork for a successful philanthropic partnership.
Expand the range of philanthropic options with a corporate foundation.
Learn how to advance corporate giving objectives by forming long-term strategic partnerships with nonprofits.
Improve your client conversations around philanthropy with these valuable tips.
Compare five methods of charitable giving and discover which approach might be best suited to your clients’ financial and philanthropic goals.
Get guidance around whether your foundation should exist in perpetuity or sunset after a set period.
Learn how private foundations create investment strategies that create social and environmental impact while also generating a financial return.