New Resources for Those Serving Giving Families

Data Analysis by Nick Youngson CC BY-SA 3.0 ImageCreator The late summer and early fall were a bounty harvest of new information useful for advisors, consultants, and staff to wealthy philanthropic families. I've already been quoting the data in presentations and proposals.  Social Impact in Hundred-Year Family Businesses: How Family Values Drive Sustainability Through Philanthropy, [...]

Advice for the Savvy Donor Advised Fund Shopper

"funds" by CreditDebitPro is licensed under CC BY 2.0 Dear Savvy Donor, By now you’ve at least heard about Donor Advised Funds (DAFs), the charitable checking and savings accounts established by individuals, families, and businesses. In the U.S. alone, more than 1,000 charitable organizations offer DAFs. These “DAF Sponsors” range from small groups with fewer [...]

Because you need one more post on DAFs

Because you need one more post on DAFs

Bruce DeBoskey is a terrific peer mentor and I respect his thinking and passion in his philanthropic advising work. We’ve been talking about writing together and our first crack is my response to his recent nationally-published column, “Donor-Advised Funds - Powerful giving tool needs sharpening.” I encourage you to read it first. OK, Bruce. We [...]

Monthly Musings – Sep. 2018

Monthly Musings – Sep. 2018

Anonymous Giving and Transparent Grantmaking Primary audience - donors and their advisors Over the summer, I saw a number of articles about the pros and cons of anonymous giving and grantmaking. Some were likely off the radar of donors - a series on HistPhil and an article in the Foundation Review. Some were part of [...]