Monthly Archives: December 2017


Tips for Choosing the Right Charity

If you’re like many people who establish a donor-advised fund for philanthropic giving, you probably already have a passion for certain causes. Often, individuals and families set up donor-advised funds out of a strong desire to share their blessings and make positive change in the world. Many donors have given to charities on an individual basis [...]

Tips for Choosing the Right Charity2019-03-15T13:45:59+00:00

Closing the Generational Gap with Family Philanthropy

A report published in 2012 by Pew Research Center shows that fully 50% of successful individuals worry that their children, or other heirs, do not have the proper financial skills to handle inherited wealth. If half are concerned about this, it’s likely that the other half should be. In 1877, when Cornelius Vanderbilt died, he was [...]

Closing the Generational Gap with Family Philanthropy2019-03-15T13:46:21+00:00