Family Philanthropy – More Than Just Giving

Year-end is a time of year when many families discuss philanthropy.  The first part of the new year is the time to put all that talk into action. Whether the conversation is focused on things you have already done together … Continued

Nurturing Family Culture #4 – Fortify for Durability

In our previous blog posts about family culture, we have discussed why it is important to identify your family’s shared values and culture to align them across generations. Our most recent post outlined how governance structures embed core shared family … Continued

Nurturing Family Culture #2 – Identification and Clarification

In our first post we defined the importance of nurturing your family culture and underscored that paying attention to human connection has a longer, more sustainable impact on families than focusing solely on passing down financial resources to the next … Continued

Unclear What to Do With Your Political Distress?

“I am really concerned, but I’m not sure what to do that will make me feel better.” I have heard this refrain a lot in the past several months.   It typically comes from those who are troubled about what will (or … Continued

Putting the Giving in Thanksgiving

This might hurt my mother’s feeling, but I can live without the creamed onions and the sweet potatoes covered with melted marshmallows.  Despite their stubborn presence at our annual gathering, Thanksgiving is my favorite holiday. It’s all about the things … Continued

Trends in Philanthropy – Driven By Millennials

The philanthropy landscape is shifting underneath us.  The fact is that it is always shifting, to evolve as each generation reacts to and learns from what has worked and what hasn’t. Sometimes we learn from scandals such as the $1.2 … Continued

Get Your Giving Under Control

Individual giving accounts for over 72% of all charitable giving in the USA, according to the annual report on charitable giving in the US by GivingUSA.  This number fluctuates a bit from year to year, but on a relative basis, … Continued

Does Your Corporate Giving Program Need a Refresh?

In its 2015 Report, Giving USA indicated that US corporations donated $17.8 billion dollars to charitable organizations.  The bulk of this giving is through foundations they have set up for this purpose.  While this number pales in comparison to the $258 … Continued