Giving Insights® for Advisors

Here in Giving Insights®, you’ll find articles, news stories, and more that offer insights into how and why to incorporate philanthropy into your practice, topics of interest to share with clients, and current and future trends in philanthropy.

Articles and Information for Advisors
authored by our staff and other professionals

What Philanthropists Want: A View From The Advisor’s Desk
Family Wealth Report, 6.12.2019

The Bond Between Impact Investing & Philanthropy
Financial Advisor Magazine, 4.1.2019

Major Gifts: Challenges & Opportunities
Family Wealth Report, 12.24.2018

‘What if…’ questions
The STEP Journal, 11.2018

Giving Among the New Wealthy
Financial Advisor Magazine, 4.2.2018

When It Comes to Donating Money, Whom Do You Trust?
New York Times, 3.25.2018

Making Charitable Gifts – What Donors Should Know
Family Wealth Report, 3.21.2018

Year-End Tips for Helping Clients Navigate Their Philanthropy
Family Wealth Report, 11.15.2017

When US Clients Give Globally
The STEP Journal, 11.2017

Disaster Response – What You Can Do
Family Wealth Report, 10.2.2017

Talking Across Generations: Philanthropy as a Communication Tool
The Practitioner by Family Firm Institute, 9.22.2017

Donor-Advised Funds as Family Philanthropy Vehicle
Family Wealth Report, 8.22.2017

How Wealthy Families Navigate the Choice of Donor Advised Funds vs. Private Foundations
Family Wealth Report, 8.15.2017

When Politics and Philanthropy Intersect
Family Wealth Report, 6.7.2017

Ensuring a Major Gift Works for All Parties
Family Wealth Report, 4.26.2017

Reaching Out to the Next Generation—Why Philanthropy Matters
Family Wealth Report, 3.29.2017

Are Advisors Talking to the Right Clients?
Family Wealth Report, 2.27.2017

More Than Money—What a Donor Should Know About Gifting Non-Cash Assets
Family Wealth Report, 1.26.2017

Year End Tips For Helping Clients Navigate Philanthropy
Family Wealth Report, 12.2016

The Keys to Effective Partnerships Between Donors and Grantees, 9.2016

10 Tips for Effective Philanthropy
Adler University Blog, 7.20.2016

Fidelity Charitable 2016 Giving Gap Report

Learn Foundation Law

Steps to Catalyze Private Foundation Impact Investing
The White House, 4.21.2016

Male and Female Advisors See Things Differently, 4.11.2016

The Name Game: An Inside Look at the Politics of Donations
Town & Country, 3.24.2016

What Scares Wealthy Clients the Most?, 3.17.2016

ESG Ratings Can Be Conversation Starters for Advisors
Financial Advisor Magazine, 3.1.2016

Giving Report Shows Growth But Not for Everyone
Nonprofit Quarterly, 2.5.2016

That’s Not What Mom or Dad Wanted
Trusts & Estates, 2.2016

How a Family Expresses Its Values May Effect the Fate of Its Business
Family Business Magazine, 1.2016

Estate and Gift Saving Opportunities 
Financial Advisor Magazine, 1.25.2016

How Individual Donors Can Help Build Movements 
Stanford Social Innovation Review, 1.7.2016


Webinars and Videos

Video: Cracking Open the Philanthropic Conversation with Clients
Financial Advisor Magazine, 6.09.2017

Video:  A Discussion of Time Limited and In Perpetuity Charitable Giving Vehicles

Video:  Daniel M. Kaufherr Charitable Trust: A Decade of Contributing to Community



Archived Articles (Great information and still timely!)