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 [...]

The Charitable Question, R.I.P.?

The Charitable Question, R.I.P.?

We ignored the diseases that have overtaken its spirit and infected its power.

Are generous families and their advisors prepared for the future?

Generous families and business owners have many people serving as their advisors. They range from attorneys and wealth managers to the staff of community foundations and family foundations. Each brings a different perspective on the value and use of money and other assets. But what those families and business owners are really seeking is help [...]