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
NEW Estate Planning and COVID-19
Family Wealth Report, 05.07.2020
Philanthropy In The Age of COVID-19
Family Wealth Report, 03.17.2020
Philanthropy in 2019, 2020 And Beyond
Family Wealth Report, 12.05.2019
8 Experts Every Family Office Should Have Now
Worth Magazine, 09.09.2019
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
Unleashing The Power of Strategic Donor-Advised Funds
Financial Advisor Magazine, 1.2019
Major Gifts: Challenges & Opportunities
Family Wealth Report, 12.24.2018
‘What if…’ questions
The STEP Journal, 11.2018
Year-End Tips for Helping Clients Navigate Their Philanthropy
Family Wealth Report, 11.16.2018
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
Charitable Planning and the new HNW Demographics – What Advisors Should Know
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
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!)
