How to Build Meaningful Relationships With Your Clients’ Heirs
The Power and Impact of Women in Philanthropy
An Abstract from “Insights from the 2018 Study of High Net Worth Philanthropy1” Women are shifting the balance of values in communities, businesses, markets and philanthropy, their impact amplified by accelerating economic power and [...]
Your Guide to Donor Advised Funds – for Donors
An early pioneer of donor advised funds, Philip T. Tobin is chairman and co-founder of the Hudson, Ohio-based iGiftFund, a national, independent sponsor of donor advised funds. Formerly CFO for the Cleveland Foundation and [...]
Not All Donor Advised Funds Are Alike: What to Look for in Selecting a Sponsor
Phil Tobin – Founder/Chairman of iGiftFund Today there are nearly 1,000 public charities that sponsor DAFs, the fastest-growing and most active philanthropic vehicle in America…but not all sponsor programs are alike. With so many [...]
The Value of Family Philanthropy
Aligning your heirs around a guiding purpose for your family wealth and identifying philanthropic missions can help ensure successful wealth transfer for generations to come. By Phil Tobin This article is the second in [...]
What Makes Us Truly Independent and Why It Matters
When we read about independence, we associate it with qualities like: “Free from the influence, guidance, or control of another or others; self-reliant” True independence was woven into our fabric as an early pioneer [...]
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 [...]
Why Support Favorite Causes Through a Donor Advised Fund?
A donor-advised fund can help you maximize the power of your philanthropy. Many of us procrastinate until the last minute to consider donating to charities at year-end. If this describes you, don’t feel bad, [...]
How to Change the World – Finding Philanthropic Focus
Some people already have a fairly good idea as to where they’d like to direct their philanthropic giving. But given the wide array of social, scientific research, and environmental needs, many others find it difficult [...]
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. [...]
The New Authors of Philanthropic Legacy: Women
Back in the 1960s and 1970s, as women began to venture into the workforce and become more independent, TV became rife with commercials themed around this newly empowered female persona. It didn't matter what [...]
Volunteering (giving time and talent) is a transformational experience
Americans are known around the world for their generosity. Giving is part of our very nature. Unique among nations, this reputation for caring predates the Declaration of Independence. Americans give generously of their treasure. [...]
Why Craft a Mission Statement for Your Donor Advised Fund?
Regardless of their size, most businesses have some sort of mission statement meant to guide the focus and general intent of their daily activities. But it’s not only the typical business that benefits from the [...]
Meaningful Philanthropy for Millennials
If your parents or grandparents have been involved in philanthropic giving for many years, they probably hope you and any siblings will continue to honor this family legacy once they’re gone. How will you [...]
Are Your Kids Suffering from Too Well Off Syndrome?
Are your kids suffering from too well off syndrome? If so, how do you turn things around? You, like so many successful individuals, have a nagging concern about teaching your children and grandchildren the [...]