Impact Investing 2.0: The Way Forward

Posted on November 8, 2013 by Ben Thornley, Brenna Mccallick, Cathy Clark, Christopher Cox, Colby Dailey, Daniel Brett, Jed Emerson

But for every pioneer blazing a path forward in impact investing, there are many others waiting at the sidelines.They have indicated they need more robust data about the field’s track record. Equally if not more important, they are waiting for a clear vision of what success looks like. What reasonable combinations of social and financial returns can be expected in diverse segments of the industry?… 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

The Charitable Planning Desk Reference – 2nd Edition

Posted on August 8, 2013 by Strategic Philanthropy Ltd.

The Charitable Planning Desk Reference was developed to provide philanthropic and financial advisors with tools and resources to help you more effectively work with your clients around their charitable intent. The Desk Reference is designed to help advisors more effectively help their clients on their philanthropic journey by: Engaging them in the discussion about their intent, options, and opportunities; Providing them with a… Read More

Payout requirements for Type III supporting organizations that are not functionally integrated

Posted on March 11, 2013

This document contains both final regulations and temporary regulations regarding the requirements to qualify as a Type III supporting organization that is operated in connection with one or more supported organizations. The regulations reflect changes to the law made by the Pension Protection Act of 2006. The regulations will affect Type III supporting organizations and their supported organizations. The text… Read More

Family Offices and Family Philanthropy

Posted on November 8, 2012 by Anne Etheridge, Craig Muska, Elizabeth “Buffy” Minkin, Jim Frey, Sara Hamilton

As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation… Read More