Blog // Category Archives: philanthropy

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GivingTuesday 2019

November 29, 2019 | Blog

GivingTuesday is not just about giving money, it is also about designing a Giving Portfolio that balances out the assets under management with the social good you want to achieve.

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black and white calendar

Seasons of Giving – The Philanthropy Planning Cycle

May 13, 2019 | Blog

The most generous distribution of funds is at Christmas time, but philanthropy is more than just the outflow of capital resources. While it is definitely seen as a financial transaction in response to an emotional experience, when we work with our clients, we take a deeper approach to charitable giving. At your philanthropic disposal are four resources – Time, Talent, Treasures and Ties. Throughout the year, you might have more less of these resources at your disposal. Of all of them, only your treasures are renewable, you can’t get time back… so it is important to determine where, when, and how to leverage or invest the other types of capital.

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The Business of Philanthropy – What we can learn from the Trump Foundation Dissolution

January 21, 2019 | Blog

A private foundation is more than just an entity that allows you to make donations to qualified donees. It is a legal structure and an operating corporation. Having a formal structure around your giving, like a private foundation, is just like having a business. The motivations for setting up these types of organizations range from purely altruistic to more technical as part of a tax planning solution. When looking at it from an altruistic perspective, it might be established as a tool to bring family members together, an entity to strengthen a corporate or family brand in a community or a financing solution to a complex social problem. This blog post explores the pitfalls of private foundations.

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