Choosing Your Estate Attorney
Posted on April 21, 2022 by Stuart Lucas, Joshua S. Kanter
This article provides a roadmap for choosing an estate planning attorney, asking the right questions and making the right choices. … Read More
Advisors and estate planning
This content is for Network Partner: Community Foundations subscribers only.
Workbook: Your Legacy Plan
Posted on March 11, 2020 by Central New York Community Foundation
The Central New York Community Foundation uses its Workbook: Your Legacy Plan to assist in legacy planning conversations with families… Read More
This content is for subscribers only.
Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management
Posted on June 6, 2019 by Dr. Dennis Jaffe, James Grubman
One of the most critical decisions a family can make is whom to entrust with the financial resources needed for current and future generations… Read More
Donor-Advised Fund Impact Story: Engaging Donors in Impact investing to Leverage Local Impact at the Central New York Community Foundation
Posted on May 3, 2019 by Audrey Jacobs
The Central New York Community Foundation's impact investing program allocates up to 5% of its general funds towards loans, loan guarantees, nonprofit equity investments and other impact investment strategies and engage donors in these opportunities through their donor-advised funds. … Read More
Donor-Advised Funds for a Variety of Purposes: Examples from the Oregon Community Foundation
Posted on April 23, 2019 by Laura Winter
This collection of case examples shares insight into many of the various reasons that donors and families establish DAFs as a core part of their philanthropic strategy… Read More
Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation
Posted on April 22, 2019 by New Hampshire Charitable Foundation
The New Hampshire Charitable Foundation's Impact Investment Fund offers a strategic way for foundation donors to pool charitable resources, invest in local communities and earn a financial return… Read More
Donor-Advised Fund Impact Story: Using a DAF to Donate Rare Items
Posted on March 15, 2019 by Central Indiana Community Foundation, Audrey Jacobs
The story of two rare watches, the inventor of cruise control, and a charitable gift to establish a family's philanthropic legacy… Read More
Donor-Advised Fund Impact Story: Giving Internationally through Two DAFs
Posted on March 15, 2019 by Elaine Gast Fawcett
Sasha Rabsey is the founder, director, and a philanthropic advisor with the HOW Fund, a donor advised fund she established more than a decade ago through the Tides Foundation in San Francisco. Through this fund, Rabsey supports grassroots leaders who recognize the strength, courage, and capacity of women and girls globally, and who address a constellation of their needs through direct-service projects… Read More
Donor-Advised Fund Impact Story: Continuing a Legacy, Connecting to Community
Posted on March 15, 2019 by Elaine Gast Fawcett
It was a death in the family that inspired Gary and Sue Schwartzman to think about donor-advised funds for the first time. “When my father in law S.J. Schwartzman passed away and left these two funds in our charge, it connected us to his legacy. He wished for his generosity and family name to live on,” says Sue Schwartzman… Read More
Donor-Advised Fund Impact Story: Creating a Family Opportunity
Posted on March 15, 2019 by Central Indiana Community Foundation
The Smith family's donor-advised fund with the Central Indiana Community Foundation's Legacy Fund focuses on four core areas of community improvement: breaking the cycle of poverty, access to quality healthcare, higher education, and animal conservation and environmentalism… Read More