Anyone can be philanthropic. But strategic philanthropy requires intention, focus, and a results-oriented approach. Read More
Blog
Charity vs Philanthropy: What’s the Difference?
The word “philanthropy” means “the effort or inclination to increase human well-being” or “goodwill to fellow members of the human race.” Read More
What Is a Philanthropic Advisor?
As a member of your advisory team, a philanthropic advisor can help you define your desired societal impact, set charitable goals, consider the interplay among these goals and other personal objectives, then lay out a customized plan tailored to achieving them. Read More
Is it time to bunch up?
People who regularly give to charity sometimes choose to “bunch” their donations in some years by giving two or more years’ worth of contributions to their favorite organizations. This way, they benefit from an income-tax deduction, thereby reducing the cost of the gifts by the amount of their tax savings. Read More
Practical Tips for Year-End Contributions, 2023 Edition
It is the season of giving. If you are making year-end charitable gifts, here are some tips to maximize results for you and the causes you care about. Read More
The Ins and Outs of Gift Agreements, Part 2
We introduced this topic earlier, but some elements of a gift agreement are nuanced and deserve a little more attention. Let’s dig in. Read More