Philanthropic Impact


Information and Resources for Donors and Professional Advisors

The elephant is not in the room: How to bring up giving to clients who are not doing it yet

As an advisor, many of your client conversations are quantitative—numbers of dollars for income, expenses, investments, taxes and the like. And while charitable contributions can be part of the mix,...

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Similar, but not the same: Donor-advised funds and private foundations

You and other attorneys, accountants, and financial advisors who work with charitably-inclined individuals and families are familiar with the basics of donor-advised funds and private foundations. Still, it can be...

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Broadening Your Philanthropy: Developing a Well-Rounded Giving Portfolio

Finding new donation opportunities can amplify the impact of your philanthropic investments. If you are charitably minded, you have probably spent some time considering options for philanthropic giving. Maybe you...

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3 Tried and True Financial Strategies for Charitable Giving in 2022

For those ready to make philanthropy a priority in 2022, proven strategies are the best bet. For Americans across the country, the new year represents two things: a chance to...

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3 Reasons to Start a Donor Advised Fund

Consider starting a Donor Advised Fund as a part of your charitable giving. You create a fund with a minimum gift of $10,000, and recommend grants over time from the...

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