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The Giving Matters blog is a way for our leadership team to share their perspectives on trends in philanthropy, charitable planning strategies, and more.
When giving at year-end, the time constraints, solicitations from your favorite charities, and looming tax considerations can feel overwhelming, leaving many donors rushing to make donations late in December. But how can you give to a charity's greatest need during this time of year? Give without purpose.Read more
"Philanthropist" can be a scary title. It evokes names like Gates, Rockefeller, and Pew, all families and individuals with seemingly infinite assets to give. But for most, we are not the Gates and Pews of the world: We have limited funds to draw from for our charitable giving.Read more
While it's true that one of the many benefits of charitable giving--the feeling you get from knowing that you made a difference--falls into the realm of the intangible, I'm a firm believer that philanthropy has to be strategic, both in how it's funded and in how those funds are invested in worthy causes. In other words, if you want to help make sure that your desire to give becomes reality, put philanthropy in your budget.Read more
Our donors often express interest in involving their children and grandchildren in their philanthropy. We hear a desire to "instill a passion to help others" or develop "a habit of giving." Many of these individuals recognize that a donor-advised fund is a great way to include family and teach them about giving, and they hope to use the tool to establish long-term charitable legacies.Read more