Funding Locally

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Local philanthropy has a long and impressive history. Individuals have given to help communities where they feel a special connection over many generations. And community foundations have for decades epitomized the potential to build nonprofit capacity and philanthropy in a particular area… Read More

Giving as a Couple

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Giving together not only allows partners the chance to work on issues they care deeply about, it also provides an opportunity for their relationship to grow. Some couples say their joint philanthropy is one of the most meaningful shared experiences in their lives… Read More

Giving in challenging times

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Huge economic change may seem to call for a dramatic change in giving strategy. But thoughtful philanthropists rarely panic. In fact, they often see changing circumstances as a chance to take a fresh look at their approach—reviewing their giving; recalibrating their priorities and methods; and recommitting to a long-term giving strategy (if appropriate)… Read More

Positive Tracks: A Story of Generation Next Philanthropy

Posted on February 15, 2014 by Gioia C. Perugini, Nini Meyer

[Photo: Youth gather at the beginning of a Postive Tracks fundraising race.] Much has been written about the “next generation” and its integration into family philanthropy. How will they get involved? Will their philanthropic initiatives look different from those of their parents and grandparents? What tools and resources can help them be most effective? Nini Meyer was raised in a… Read More

Telling your story to maximize community impact

Posted on February 13, 2014 by Jay Ruderman, Kate Wolford, Lora Smith, Vince Stehle

Have you thought about using Twitter or google hangouts but aren’t sure if it is a good use of your time? Have you been approached by a long-time grantee who has an idea to create a film dedicated to highlighting their cause – and wondering if this is a good use of your philanthropic dollars? Have you been told to have a website but not sure it is worth the bother? Are you interested in learning how to leverage the reputation of the foundation in the twittersphere to make a difference in issues you care about?… Read More

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