This content is for Network Partner: Community Foundations subscribers only.
Report
This content is for Network Partner: Community Foundations subscribers only.
Report: Entrepreneurs as Philanthropists
Posted on October 18, 2018 by Fidelity Charitable
Transparency in Family Philanthropy: Opening to the Possibilities
Posted on October 10, 2018 by Elaine Gast Fawcett
What choices do you have when it comes to transparency? How open and accessible is your family foundation—to the extended family, to grant seekers and partners, to the public? What approach do your colleague foundations take, and why? This guide examines how family funders are thinking, acting—and not acting—when it comes to how transparent they are with others. It encourages… Read More
Strengthening Grantees: Foundation and Nonprofit Perspectives
Posted on October 1, 2018 by Center for Effective Philanthropy
Based on survey responses from 170 nonprofit CEOs on CEP’s Grantee Voice panel and 187 foundation leaders who primarily oversee programmatic work at their organizations, Strengthening Grantees: Foundation and Nonprofit Perspectives provides a comprehensive examination of foundations’ efforts to strengthen grantee organizations and leaders… 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
How Women and Men Give Around Retirement
Posted on July 30, 2018 by Indiana University Lilly Family School of Philanthropy, Women’s Philanthropy Institute
For years, economic studies have shown that people generally reduce their overall spending when they retire. But what about charitable giving? How does retirement affect philanthropy? Does this differ for women and men?… Read More
Investment Policy Statement (McKnight Foundation)
Posted on May 15, 2018 by McKnight Foundation
Investment policy statement for the McKnight Foundation… Read More
This content is for Network Partner: Community Foundations subscribers only.
Report: Understanding Financial Advisors’ Approaches & High Net Worth Individuals’ Perspectives
Posted on May 15, 2018
This content is for Network Partner: Community Foundations subscribers only.