Getting Started

NCFP’s Strategic Lifespan Peer Network Series

Posted on October 18, 2018 by Lois Mitchell

NCFP’s benchmark Trends in Family Philanthropy study found that 20% of the youngest family foundations have decided to operate with a limited lifespan, and more than 60% of all foundations are considering or have decided upon this option. Have you made this decision? Are you thinking about the implications and strategies for limiting the lifespan of your foundation?  Join this… Read More

Philanthropic Planning in Your Family Enterprise

Posted on October 15, 2018 by Wendy R. Ulaszek, Ph.D., Devin DeCiantis

While every family’s relationship to philanthropy is unique – based on entrepreneurial legacy, family values, cultural context, business performance and stakeholder expectations – the authors of this issue brief suggest that there are common lessons for all families who are contemplating a more strategic approach to engaging in these activities… Read More

Giving Fingerprints (Franks, 2018)

Posted on September 25, 2018 by Dawn Franks

You are as unique as the pattern of whorls and lines of your fingerprint. So is your giving style. Make your mark on the causes closest to your heart and maximize the impact of your gifts by discovering your distinctive, personal giving brand. I wrote this short book to give you a view of your giving habits. What does your… 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

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