Resources
Perpetuity vs. Spend-down Research Let’s face it: No one likes to think about our own mortality. Still, if you have a foundation or are an active philanthropist, it helps to think now about what you want to happen to your philanthropy after your lifetime. According to a 2009 Foundation Center report, 63 percent of foundations plan…
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If you and your family have a family foundation, particularly one that involves multiple generations, chances are you’ve had an important conversation every now and again that starts something like this: How long do we want our giving to last? What change or impact do we want to see happen through our giving, and within…
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If you are a trusted advisor to wealthy individuals or families, chances are you’ve talked with your client at some point about their philanthropy. Perhaps it was a hurried 4th quarter conversation, as charitable giving for tax reasons kicks into a higher gear. Or maybe you felt it was something outside your realm of expertise…
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