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.

News and Information

• Meet The Experts: Susan Winer
  UHNW Institute, 11.01.2020
• 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

Information You Can Use

Podcast

• Strategic Philanthropy Ltd.’s Podcast: Philanthropy in The New Normal

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!)