Driving Change

Apply business-like thinking and get more from your giving.

Foundation Planning Guide

Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.

Strategic Philanthropy

Explore checkbook, responsive, entrepreneurial, venture philanthropy as well as collective impact.

Foundation Planning Guide

This guide will help wealth advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered

Foundation Transitions

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.

Charitable Vehicle Guide

Compare five methods of charitable giving and discover which approach might be best suited to your clients’ financial and philanthropic goals.