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

• Family Philanthropy: Bridging the Generation Gap and Working Together
  PFK O’Connor Davies, 08.05.2021
• The Relationship Between Non-Cash Assets and Charitable Giving
  Succession Advisors, 05.27.2021
• Using Art to Fund Charitable Gifts
  Family Wealth Report, 04.10.2020
• 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

Information You Can Use

Podcast

• Strategic Philanthropy Ltd.’s Podcast: Giving Insights®

Webinars and Videos

• Video: Developing a Charitable Giving Strategy – Fiduciary Trust Charitable and Strategic Philanthropy, Ltd.
• 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!)