Giving Insights® for Advisors

Here in Giving Insights®, you'll find articles, news stories and more that offer insights into how and why to incorporate philanthropy into your practice, topics of interest to share with clients and current and future trends in philanthropy.


Articles and Information for Advisors
authored by our staff and other professionals

Donor-Advised Funds as Family Philanthropy Vehicle
Family Wealth Report, 8.22.2017

How Wealthy Families Navigate the Choice of Donor Advised Funds vs. Private Foundations
Family Wealth Report, 8.15.2017

When Politics and Philanthropy Intersect
Family Wealth Report, 6.7.2017

Ensuring a Major Gift Works for All Parties
Family Wealth Report, 4.26.2017

Reaching Out to the Next Generation—Why Philanthropy Matters
Family Wealth Report, 3.29.2017

Are Advisors Talking to the Right Clients?
Family Wealth Report, 2.27.2017

More Than Money—What a Donor Should Know About Gifting Non-Cash Assets
Family Wealth Report, 1.26.2017

Year End Tips For Helping Clients Navigate Philanthropy
Family Wealth Report, 12.2016

The Keys to Effective Partnerships Between Donors and Grantees
AEFonline.com, 9.2016

10 Tips for Effective Philanthropy
Adler University Blog, 7.20.2016

Fidelity Charitable 2016 Giving Gap Report

Learn Foundation Law

Steps to Catalyze Private Foundation Impact Investing
The White House, 4.21.2016

Male and Female Advisors See Things Differently
WealthManagement.com, 4.11.2016

The Name Game: An Inside Look at the Politics of Donations
Town & Country, 3.24.2016

What Scares Wealthy Clients the Most?
WealthManagement.com, 3.17.2016

ESG Ratings Can Be Conversation Starters for Advisors
Financial Advisor Magazine, 3.1.2016

Giving Report Shows Growth But Not for Everyone
Nonprofit Quarterly, 2.5.2016

How a Family Expresses Its Values May Effect the Fate of Its Business
Family Business Magazine, 1.2016

That's Not What Mom or Dad Wanted
Trustees & Estates, 1.27.2016

Estate and Gift Saving Opportunities 
Financial Advisor Magazine, 1.25.2016

Key Trends in Wealth for 2016 
Wealth-X, 1.7.2016

How Individual Donors Can Help Build Movements 
Stanford Social Innovation Review, 1.7.2016

Congress Extends Some Charitable Tax Provisions Permanently
The Chronicle of Philanthropy, 12.21.2015

UHNW Millennials Flex Muscle in Family Philanthropy, Study Says
Financial Advisor Magazine, 12.9.2015

When Does a Private Foundation Make Sense?
Family Foundation Advisor, 12.2015

2015 Trends Study
National Center for Family Philanthropy, 11.2015

Forbes 2015 Special Philanthropy Issue
Forbes, 11.24.2015

IRS Guidance on Mission-Related Investments
Council on Foundations, 2015

Retirement Plans Can Consider Impact Investments
The NonProfit Times, 10.23.2015

Trends in Philanthropy
Trusts & Estates, 9.18.2015

A Tax Case for Business Owner Philanthropy
Forbes, 9.28.2015

A Changing Face of Wealth
Financial Advisor Magazine, 9.9.2015

A Lasting Impact—Creating a Beginning for the End
STEP Journal, 10.2015

Webinars and Videos

Video: Cracking Open the Philanthropic Conversation with Clients
Financial Advisor Magazine, 6.09.2017

Video:  A Discussion of Time Limited and In Perpetuity Charitable Giving Vehicles

Video:  Daniel M. Kaufherr Charitable Trust: A Decade of Contributing to Community

In the News and Past Articles
in chronological order

Giving Gifts with Confidence
Private Asset Management page 20, 9.2015

Talking Across Generations: Philanthropy as a Communication Tool
Family Office Review, 3.20.2014

The Family Foundation as a Business Model
Family Office Review, 2.3.2014

Changes of Heart
STEP Journal, 2.2014

Now's the Time
Private Asset Management, 10.2013

The Value of the Philanthropic Conversation: An Important Advisor and Client 4th Quarter Conversation
WealthManagement.com, 10.6.2013

An Opportunity for Advisors: Helping Uncertain Clients Use Their Wealth for Social Good
Family Wealth Report, 6.20.13

Ask The Experts with Susan Winer
Private Asset Management, 4.24.2013

First Ever Study of Gen X, Y Donors Reveals Opportunities for Advisor Engagement
Family Wealth Report, 2.11.13

Protecting the Legacy of an Estate Plan
Wealth Management Insider, 1.23.13

Giving Without Borders
WealthManagement.com, 1.14.13

Non-Cash Assets as Contributions
Financial Advisor Magazine, 1.10.13

Archived Articles (Great information and still timely!)