Your HNW clients rely on you for holistic guidance. And the work you’ve been doing together prepares them to weather volatile times like these and stay focused on their long-term goals. The markets are especially difficult right now and that makes it easy to focus…
Generosity can take many different forms. As the nation’s largest provider of support services to private foundations, every day we see inspiring examples of the variety and creativity that can make giving so impactful for the recipient – and rewarding for the giver.
The following ideas can help established and newly formed foundations creatively meet their obligations in a difficult market environment, help […]
Learn how to calculate the foundation’s minimum distribution requirement.
Whether there’s a shift in societal norms, urgent community needs, a humanitarian crisis, a natural disaster, or a pandemic, today’s changing environment reminds givers of the importance of a philanthropy refresh by assessing their strategy and grantmaking priorities…
Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family interests, passions and creativity.
With philanthropy on the rise, particularly in light of Covid-19, wealth advisors are increasingly called upon by their clients for guidance around charitable giving.
Here are five tips just in time to extend your year-end giving and make sure you are maximizing your charitable giving to organizations important to your and your family’s hearts.
Whether you’re researching organizations or already have some in mind, here are 10 key questions to ask when evaluating a nonprofit.
Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.