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More Than Money
“I Didn’t Know What I Didn’t Know”
Who We Are
Innovation and Collaboration
Our Leadership Team
Join Our Team
Talk to Us
For Donors
How We Work with Donors
Give Confidently
®
Giving Insights
®
for Donors
Corporate Values
For Advisors
How We Work with Advisors
Charitable Planning Desk Reference
®
for Advisors
Giving Insights
®
for Advisors
Training for Advisors
Confidentiality Policy
For Example
Two Generations—One Foundation
Strengthening a Community through Thoughtful Giving
Overcoming Fears of ‘Affluenza’
More Than Money
“I Didn’t Know What I Didn’t Know”
Giving Insights
®
for Donors Archive
Giving Insights
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for Donors Archive
Past Articles and News Items
(in chronological order)
Making Strategic Gifts
Essentials by Exponent Philanthropy
Transitions: Opportunities and Challenges for Family Philanthropy
National Center for Family Philanthropy
How to Determine If a Charity Is Effective
The Wall Street Journal
‘Transparency is a Mutual Affair’ for Givers, Nonprofits
Crain’s Chicago Business
How to Achieve Real and Measurable Impact from Charitable Gifts
Desert Charities News
Non-Cash Assets as Contributions
Financial Advisor Magazine
Don’t Hope to Leave a Legacy—Plan for It!
Desert Charities News
Legacy Planning: A Necessity, Not an Option
Alliance Magazine
Knowing Your Nonprofit
Private Wealth Magazine
Stepping Up at Family Firms
The New York Times
Specialty Fund Appeal to the Hands-On Donor
The New York Times
What can donors do to mitigate the pain of the new normal, asks ASF conference
Alliance.com
Philanthropic Security
Private Wealth Magazine
Next Generation Philanthropy: Changing the World
Forbes
Philanthropy is Good Business
Family Business
Donor-Advised Funds: Strategic Vehicles for Family Philanthropy
Fidelity Charitable
When Picking Charities, Use Your Head…And Your Heart
Forbes