Founders, donors, intent, and family legacy

So You Want to Be a Family Philanthropist?

Posted on August 14, 2014 by Julia Kittross, Kathy Edwards, Sue Miller

Sometimes philanthropy is done purely for altruistic reasons, but often there are other motivations. Donors with an interest in engaging their family in shared philanthropy must review both the tax implications and administrative costs of the charitable vehicle(s) they consider, as well as the degree of control and influence they wish to retain for years, and perhaps generations, to come… Read More

Giving as a Couple

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Giving together not only allows partners the chance to work on issues they care deeply about, it also provides an opportunity for their relationship to grow. Some couples say their joint philanthropy is one of the most meaningful shared experiences in their lives… Read More

The Rockefellers

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

For the Rockefellers, giving has been a central family value that has spanned three centuries. The strong belief of early generations that wealth comes with great responsibility continues to inform the philanthropy of current generations, helping to shape their priorities and perspectives on giving. The family is now entering its seventh generation and has maintained its tradition of giving within… Read More

Women and giving

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Part of the Philanthropy Roadmap series, this publication provides an introduction to the world of women and philanthropy. Written for both established and emerging donors, it aims to help women delve further into the potential growth and fulfillment that can come from giving… Read More

Positive Tracks: A Story of Generation Next Philanthropy

Posted on February 15, 2014 by Gioia C. Perugini, Nini Meyer

[Photo: Youth gather at the beginning of a Postive Tracks fundraising race.] Much has been written about the “next generation” and its integration into family philanthropy. How will they get involved? Will their philanthropic initiatives look different from those of their parents and grandparents? What tools and resources can help them be most effective? Nini Meyer was raised in a… Read More

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

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