Advisors and Consultants

Live Stream: Shaping the Future of Family Philanthropy

Posted on September 13, 2018

Family philanthropy – in all its forms – can change the world. But how will family philanthropy adapt as the world continues to change at a faster, even dizzying, rate? Demographic patterns, the intergenerational transfer of wealth, changing expectations in how we connect and work and communicate together, new ideas around power and equity, and more will challenge both the… Read More

U.S. Trust Study of the Philanthropic Conversation (US TRUST-TPI, 2018)

Posted on August 30, 2018 by Bank of America Private Bank, The Philanthropic Initiative, US Trust Bank of America Private Wealth Management

Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner. However, the study reveals several disconnects between advisors and their clients. For instance, many advisors underestimate their clients’ desire… Read More

Community Foundation Spark Session: Business Models for Family Philanthropy (Round 2)

Posted on August 16, 2018 by Kirsten Kilchenstein, Phillip Lanham, Tony Macklin

Your community foundation wants to provide more intensive services to multi-generation and multi-branch families. But how will you define your customer segments and their goals? What unique value proposition will you deliver? How will you develop capacity and partners? And, what will be your model for revenues and costs? The community foundation field is experimenting with a variety of answers… Read More

Cultivating A Healthy Family Culture

Posted on August 9, 2018 by Gilbert Miller, Jamie Forbes, Kelly D. Nowlin

The health of a family is often defined by its culture. Creating connections, positive relationships, and a lifetime of closeness takes ongoing effort and reflection. The Andrus and Forbes families have for many years been thoughtful about traditions, systems, cycles, and family governance. Learn more about their stories in our recent Passages Issue Brief, “Family Culture: Creating a Resilient Family… Read More

Making Space at The Table: Welcoming New Voices to Your Family Giving

Posted on July 12, 2018 by Katy Rees, Joel Luedtke, Justin Maxson, Michael Brunker, Valerie Jacobs Hapke, Katie Scott

There are so many ways to welcome new voices into your family giving to enhance your own giving and family impact. Having others engaged can enhance diversity, inclusion, help your own family, and introduce new ideas and perspectives for impact. Hear from families who have found creative ways to engage non-family board members, the next generation, and community input. Leave… Read More

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