Giving motivations, interests, and identity

Philanthropy’s Role in Developing Responsible Adults

Posted on October 10, 2011 by Allison Sole, Sam Davis III

Families of wealth face unique challenges. In most cases, children cannot avoid being set apart because of the communities in which they live, the kinds of cars they drive, the vacations they take, and the affluent friends whose company they keep. They can afford to attend elite private schools and receive the support of coaches and tutors. The extent of… Read More

A Letter to Seniors (and will be seniors): Planning for Your Future in Philanthropy

Posted on September 13, 2011 by Alice Buhl

Their stories are fascinating reminders of the many philanthropic paths available, whatever your age. Their stories fall into four categories of approaches to how they planned their own as well as their family’s philanthropic futures: senior generation members who chose to stay actively involved in leading the family’s foundation. seniors who passed on leadership but stayed active in the foundation… Read More

Giving While Living

Posted on November 10, 2010 by Gara LaMarche, Lenore Hanisch

The number of limited life foundations is increasing. Donors who decide to spend their philanthropic resources while alive employ different strategies in their grantmaking and have different goals than those families whose philanthropies are planned to exist in perpetuity… Read More

Shaping a Legacy Plan and Working with Your Advisors to Achieve It

Posted on May 15, 2008 by Tracy Gary

Families who think thoughtfully about what they want to achieve with their wealth - either through their foundation, their personal giving or both - and who communicate that clearly to their advisors, will have more success in seeing their legacy fulfilled. Unless you develop a plan and share your vision, your financial advisors may advise you to follow a conservative giving plan that doesn't take into account your capacity to give or desire to go beyond just preserving wealth… Read More