Giving Insights^®

Here in Giving Insights®, you’ll find articles, news stories and more that offer insights into current and future trends in philanthropy.

In the News
(featuring our staff)

How HNW Charitable Giving Is Changing Registered Rep, 12.21.11

Setting up philanthropic gifts that keep on giving Crain's 12.12.11

Keep the Stock, Donate the Beans The Wall Street Journal 11.28.11

Putting Charities to The Financial Test The Wall Street Journal 11.28.11

The Importance of "No" The Private Client Reserve Magazine, Summer 2011

Inspiring, offputting, or irrelevant? How do other donors see Gates? Alliance Magazine, 09.01.2011

Philanthropy’s Cutting Edge AdvisorOne, 09.01.2011

Wall Street Journal Video: How Philanthropy Advisers Can Help Wall Street Journal, 07.07.2011

Strategic Philanthropy Ltd. named finalist in STEP (Society of Trust and Estate Practitioners) 2011/2012 Private Client Awards for “Philanthropy Team of the Year” STEP Journal, 07.04.2011

Weighing the Best Vehicles For Philanthropic Giving The New York Times, 01.28.2011

Articles and Insights
(authored by our staff)

Help Clients Choose the Right Charities Journal of Accountancy Feb 2012

When Picking Charities, Use Your Heart...And Your Head Forbes, 1.31.2012

You Don't Need A Private Foundation To Give Strategically Greater Horizons 1.25.2012

Incorporating Philanthropy into the Estate Planning Process NAEPC Journal of Estate & Tax Planning, Fourth Quarter, 2011

Expert Comment: Holiday Tips for Clients’ Family Philanthropy Family Wealth Report, 12.22.11

Ending the year with fundamental questions about giving Lastest from Alliance, 12.22.11

5 Ways To Improve Your Family's Philanthropy Forbes, 11.21.2011

The Advisor As Peacemaker Private Wealth, November 2011

Philanthropy, Now Yielding Financial Returns Forbes.com, 10.10.2011

Taking a Risk to Support Controversial Issues: Pushing the Boundaries of Philanthropy Latest From Alliance, 09.13.2011

Feature: Investing With A Mission Family Wealth Report, 09.13.2011

Cross-Border Giving Latest From Alliance, 08.09.2011

Are American Philanthropists Ignoring The Poor? Forbes.com, 07.28.2011

An Important Part of Client Services PAM (Private Asset Management), 07.07.2011

How To Perform Due Diligence As A Donor Forbes.com, 06.15.2011

The Top Ten Ingredients for Successful Charitable Planning Financial Advisor, 06.07.2011

Great Expectations: Meeting Clients’ Philanthropy Needs Family Wealth Report, 06.06.2011

Hearing the Children Financial Advisor, 05.12.2011

Before You Create a Charitable Giving Vehicle … Have the Charitable Giving Conversation STEP Journal, 05.01.2011

Working With A Philanthropic Advisor Family Foundation Advisor, 03.15.2011

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