Theory of Change: A Philosophy to Shape Your Giving
A personal theory of change asks you to start with a big picture view of the difference you want to see in the world before deciding the steps you’ll take and the contributions you’ll make to achieve it. Read more…
Philanthropic Giving: Developing a Strategy
A lot of charitable giving happens in a mad rush at year-end, for many good reasons. But wouldn’t it be great to start earlier in the year, with a plan in mind for how you and your family can give in a more deliberate and possibly more impactful way to the causes you care about? Read more…
Trust-Based Philanthropy in Context
Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more productive, equitable way. Read more…
Is Your DAF More Like a Checking, Savings or Investment Account?
Many families with significant wealth set up Donor Advised Funds (DAFs) because they work on many different levels: the upfront tax deduction, privacy in how the DAF money is distributed, and (at least for now) all the time in the world to figure out how to distribute DAF assets to charity. Read more…
Best Practices for Evaluating and Working with Nonprofits
Deciding where to donate can be daunting given the plethora of nonprofit organizations that need contributions. It is essential to evaluate these organizations to ensure your donation is impactful and used efficiently. Read more…
