What Are Program And Mission-Related Investments?
Part two of this series on impact investing explores how private foundations can utilize program and mission-related investments to meet […]
Advisors Need to Prepare Clients for Extreme Weather Events
Once, natural disasters may have seemed rare and sporadic. No more. Even though it’s just the end of July, the […]
10 pro tips for advisors working with private foundations
Leading a private foundation can be one of life’s most gratifying experiences, a chance for an individual or family to […]
Understanding a Powerful Private Foundation Tool: The Cash Set-Aside
Generally, private foundations (“PFs”) are required to expend at least 5 percent of their assets each year on grantmaking, charitable […]
Generational Differences Can Lead to Succession Issues
Considerations for private client attorneys when advising family enterprises Succession within family enterprises is complicated by numerous factors—history, interpersonal relationships, […]
3 Things To Know When Advising Private Foundations
When we advise clients with private foundations, we have to remember that one size does not fit all. The nearly […]
Warren Buffett pledged to give away his $96 billion fortune. What will his three children get?
Billionaire investor Warren Buffet famously told Fortune in 1986 that he would give his children “enough money so that they would feel […]
What Is Impact Investing?
As private foundations aim for 100 percent of their endowment assets and grant funds to serve the greater good, we […]
Putting assets in service of mission
Traditionally, philanthropists give money away and investors make money. The former want to create change and the latter want to […]
Top 10 Compliance Rules For Private Foundations
This article by Foundation Source’s Chief Legal Officer Jeffrey Haskell was featured on Advisorpedia, Family Wealth Report, and WealthManagement.com.
