Giving Insights¨ for Advisors

Here in Giving Insights¬ģ, 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

Are Advisors Talking To The Right Clients?
Family Wealth Report, 2.2017

More Than Money- What a Donor Should Know About Gifting Non-Cash Assets
Family Wealth Report, 1.2017

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

The Keys to Effective Partnerships Between Donors and Grantees
AEFonline.com, 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
WealthManagement.com, 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?
WealthManagement.com, 3.17.2016

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

That's Not What Mom or Dad Wanted
Trustees & Estates, 1.27.2016

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

Congress Extends Some Charitable Tax Provisions Permanently 
The Chronicle of Philanthropy, 12.21.2015

Estate and Gift Saving Opportunities 
Financial Advisor Magazine, 1.25.2016

Key Trends in Wealth for 2016 
Wealth-X, 1.7.2016

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

UHNW Millennials Flex Muscle in Family Philanthropy, Study Says
Financial Advisor Magazine, 12.9.2015

When Does A Private Foundation Make Sense?
Family Foundation Advisor Magazine, 12.2015

2015 Trends Study
National Center for Family Philanthropy, 11.2015

2015 Donor Advised Fund Report
National Center for Family Philanthropy, 11.2015

What Year-End Tax and Family Matters Should My Clients Consider?
WealthManagement.com, 11.2.2015

Forbes 2015 Special Philanthropy Issue
Forbes, 11.24.2015

IRS Guidance on Mission-Related Investments
Council on Foundations, 2015

Retirement Plans Can Consider Impact Investments
The NonProfit Times, 10.23.2015

Trends In Philanthropy
Trusts & Estates, 9.18.2015

A Tax Case For Business Owner Philanthropy
Forbes, 9.28.2015

A Changing Face of Wealth
Financial Advisor Magazine, 9.9.2015

A Lasting Impact -Creating a Beginning For the End
STEP Journal, 10.2015

Webinars and Videos

Webinar: Art & Philanthropy in the Family Office
Family Office Metrics, 10.01.2014

Webinar: Practice Management and Family Philanthropy: Four Ways to Reach the Next Generation
Fidelity Charitable, 6.24.2014

Webinar: The New Philanthropy Toolbox
Family Office Metrics, 4.16.2014

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

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

In the News and Past Articles
in chronological order

Giving gifts with confidence
Private Asset Management, September 2015

Talking Across Generations: Philanthropy as a Communication Tool
Family Office Review, 3.20.2014

The Family Foundation as a Business Model
Family Office Review, 2.3.2014

Changes of Heart
STEP Journal, February 2014

Inspired Giving, Desert Charities
Susan Winer, co-founder and Senior Vice President of Strategic Philanthropy, Ltd., talks about achieving measurable impact in the most recent issue of Desert Charities. She is also one of the philanthropic leaders interviewed in a new video series on the Desert Charities site. The participants on the video and stories about their philanthropic journeys is also in this current issue.

Now's The Time
PAM, October 2013

The Value of the Philanthropic Conversation; An Important Advisor and Client 4th Quarter Conversation
WealthManagement.com, 10.6.2013

An Opportunity For Advisors: Helping Uncertain Clients Use Their Wealth For Social Good
Family Wealth Report, 6.20.13

Ask The Experts with Susan Winer
Private Asset Management, 4.24.2013

First Ever Study Of Gen X, Y Donors Reveals Opportunities For Advisor Engagement
Family Wealth Report 2.11.13

Protecting The Legacy of an Estate Plan
Wealth Management Insider 1.23.13

Giving Without Borders
WealthManagement.com 1.14.13

Non-Cash Assets As Contributions

Financial Advisor Magazine 1.10.13

Don't Hope to Leave a Legacy- Plan for It!
Desert Charities January/February/March 2013

 

Archived Articles (Great information and still timely!)