The U.S. Trust Study of the Philanthropic Conversation: Understanding advisor approaches and client expectations

Posted on October 8, 2013 by Bank of America Private Bank, The Philanthropic Initiative

The vast majority of high net worth (HNW) individuals give to charity, and many feel that philanthropy is an important aspect of their wealth experience. HNW individuals are increasingly relying on professional advisors for support with their charitable activity. However, the philanthropic conversations with and advice provided by their advisors are not always aligned to their needs. Several disconnects between HNW individuals and advisors center on the initiation and substance of their philanthropic discussions… Read More

Communty Foundation Field Guide to Impact Investing

Posted on September 1, 2013 by Mission Investors Exchange

Community foundations serve people who share a common interest—improving the quality of life in their local areas. Given their place-based focus and commitment to activate resources to meet their missions, more and more community foundations are adding impact investments to their toolbox. Unlike grants, impact investments intend to generate both targeted social or environmental benefit and a financial return. To… Read More

Igniting the Spark: Greater Worcester Community Foundation

Posted on June 20, 2013 by Youth Philanthropy Connect

As a way to support the voice of youth in the community and engage donors, the Great Worcester Community Foundation adopted the Youth for Community Involvement (YCI) Program in 1999. YCI provides an opportunity for youth from schools across the area to build skills in leadership and philanthropy. The foundation set up a youth endowment to support the program and… Read More

Can young people (under the age of 18) legally serve on our board?

Posted on June 20, 2013 by Youth on Board

“Three states have laws supporting youth board involvement – Michigan, Minnesota, and New York.  Forty states have laws that are silent on youth board involvement, meaning that the laws say nothing explicitly regulating or prohibiting involvement based on age.  Seven states prohibit youth board involvement – Colorado, Florida, Georgia, Nevada, New Jersey, Pennsylvania, and Utah.  Members of boards must be… Read More

Who, What, Why, Where and How? Youth Councils in Foundations

Posted on May 16, 2013

How do children learn what makes a good donation? How do children learn what can be done about child poverty? How do children learn about child labour in India? How do children become engaged citizens, donors, philanthropists? These were the questions that faced us at the start of a long dialogue between Children for a better World e.V. (CHILDREN) and… Read More

Community Connections: Place-Based Family Philanthropy

Posted on April 11, 2013 by Reginald Jones, Valerie Jacobs Hapke

While some families pay particular attention to the family’s legacy of giving, and some focus on a particular issue or cause, many choose to limit their grantmaking to a specific city, state or region. Hometown serves as both the family’s sense of place and commitment. Gratitude to a supportive community and a desire to give back mean developing giving interests along geographic lines… Read More