Founders, donors, intent, and family legacy

The U.S. Trust Study of the Philanthropic Conversation: Understanding advisor approaches and client expectations

Posted on October 8, 2013 by Bank of America Private Bank, The Philanthropic Initiative

The vast majority of high net worth (HNW) individuals give to charity, and many feel that philanthropy is an important aspect of their wealth experience. HNW individuals are increasingly relying on professional advisors for support with their charitable activity. However, the philanthropic conversations with and advice provided by their advisors are not always aligned to their needs. Several disconnects between HNW individuals and advisors center on the initiation and substance of their philanthropic discussions… Read More

What is my giving style? Two considerations: Visibility & Impact

Posted on December 22, 2012 by Rockefeller Philanthropy Advisors

This guide identifies two (among many) considerations that shape a philanthropist’s giving style. The first is the degree of visibility a donor wants (or does not want): at one end of the spectrum is the anonymous giver, and on the other end is the public advocate. The second consideration is the level of impact the donor desires: at one end is the giver who is interested in providing immediate, direct relief, and at the other is the philanthropist committed to long-term social change… Read More

A Letter to Seniors (and will be seniors): Planning for Your Future in Philanthropy

Posted on September 13, 2011 by Alice Buhl

Their stories are fascinating reminders of the many philanthropic paths available, whatever your age. Their stories fall into four categories of approaches to how they planned their own as well as their family’s philanthropic futures: senior generation members who chose to stay actively involved in leading the family’s foundation. seniors who passed on leadership but stayed active in the foundation… Read More

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