Article Archives

Past articles and news items

Making Strategic Gifts (PDF download)
Essentials by Exponent Philanthropy

Transitions: Opportunities and Challenges for Family Philanthropy
National Center for Family Philanthropy

How to Determine If a Charity Is Effective (PDF download)
The Wall Street Journal

‘Transparency is a Mutual Affair’ for Givers, Nonprofits
Crain’s Chicago Business

How to Achieve Real and Measurable Impact from Charitable Gifts (PDF download)
Desert Charities News

Non-Cash Assets as Contributions
Financial Advisor Magazine

Don’t Hope to Leave a Legacy—Plan for It! (PDF download)
Desert Charities News

Legacy Planning: A Necessity, Not an Option
Alliance Magazine

Knowing Your Nonprofit
Private Wealth Magazine

Stepping Up at Family Firms (PDF download)
The New York Time

Specialty Fund Appeal to the Hands-On Donor (PDF download)
The New York Times

Philanthropic Security (PDF download)
Private Wealth Magazine

Next Generation Philanthropy: Changing the World (PDF download)

Philanthropy is Good Business (PDF download)
Family Business

Donor-Advised Funds: Strategic Vehicles for Family Philanthropy (PDF download)
Fidelity Charitable

When Picking Charities, Use Your Head…And Your Heart