(in chronological order)
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
Fidelity Charitable 2016 Giving Gap Report
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
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
How a Family Expresses Its Values May Effect the Fate of Its Business
Family Business Magazine, 1.2016
Estate and Gift Saving Opportunities
Financial Advisor Magazine, 1.25.2016
How Individual Donors Can Help Build Movements
Stanford Social Innovation Review, 1.7.2016
Congress Extends Some Charitable Tax Provisions Permanently
The Chronicle of Philanthropy, 12.21.2015
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, 12.2015
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
A Lasting Impact—Creating a Beginning for the End*
STEP Journal, 10.2015
A Tax Case for Business Owner Philanthropy
Forbes, 9.28.2015
Trends in Philanthropy*
Trusts & Estates, 9.18.2015
Giving Gifts with Confidence*
Private Asset Management 9.2015
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, 2.2014
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
*original content available by subscription
