1899 Results for “community”

Focusing on engaging successor generations and youth, this session will provide peer learning and connection based on experience with philanthropic advising for multi-generational families. Bring a challenge, a recent success or a 2024 goal to share with your peers. We will divide by experience level using breakout rooms and then have time for sharing insights learned with the larger group. Read More

Intentional learning and right-sized assessment are hallmarks of effective philanthropy. Donors and foundations frequently ask such questions as: What impact have grantees had? Are we reasonable in our expectations of that impact? Are we making progress toward our goals and vision? Are we improving in our ability to govern and manage our work as a family? Community foundation staff often Read More

The wealth management industry has steadily increased fee-based advisory services, complementing or entirely replacing income earned from assets under management. Two drivers of this shift are the competition from lost-cost investing options shrinking firms’ profit margins, and the interest of rising generations and mass-affluent clients in fee transparency. Community foundations have also been experimenting with fee-based advisory and grantmaking services, Read More

The demand for philanthropic advice is increasing and, in response, more firms and organizations are hiring advisors to wealthy donors and families. However, our field of philanthropic advisors and consultants is a beautiful mess of talents, perspectives, responsibilities, and expectations. In October 2022, the American College of Financial Services convened 50 experts and practitioners to envision a more cohesive future Read More