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
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
Major Gifts: Challenges & Opportunities
Family Wealth Report, 12.24.2018
‘What if…’ questions
The STEP Journal, 11.2018
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
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
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
10 Tips for Effective Philanthropy
Adler University Blog, 7.20.2016
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
That’s Not What Mom or Dad Wanted
Trusts & Estates, 2.2016
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
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!)
