Collection

Philanthropist's Field Guide

Philanthropy in a Family Office

Family offices are private organizations established to manage the financial and personal affairs of wealthy families and individuals. While a family office is by no means necessary to carry out philanthropic activities, these operations...
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An Overview of Philanthropic Vehicles

After crystallizing your philanthropic intentions and strategy, determine which vehicle is best suited to carry out your vision. (See the linked article for reflection questions to help with this process.) Your determined philanthropic...
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Ensuring Equity in Philanthropy

No matter the cause, equity should be an important component—if not a driving force—of philanthropy. There are a number of ways to integrate equity principles and practices in philanthropic efforts. First: What Is Equity? Equity can seem...
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Advocacy as a Philanthropic Practice

Political, economic, or social advocacy are vehicles for altering existing structural systems, changing behavior on a large scale, and promoting a new status quo. High-capacity philanthropists are uniquely positioned to leverage their...
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Impact Investing: High(er) Risk, High Reward

For philanthropists interested in pursuing a social change agenda in ways that could also generate a financial return, impact investing is an attractive option. Most high-capacity impact investors consider this activity to be a supplement...
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The Power of Big Bet Philanthropy

Individuals with a clear philanthropic vision might prefer to concentrate their financial contributions, putting capital behind an organization working toward advancing a specific cause. Known as “big bet” philanthropy, this practice refers...
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Find Philanthropic Flexibility with an LLC

Limited liability corporations (LLCs) empower individuals to take a multi-faceted approach to their philanthropy. A handful of prominent philanthropists—many of them from the tech industry—have popularized the LLC model to pursue a range of...
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Guide to Donor-Advised Funds

Donor-advised funds (DAFs) are a convenient and increasingly popular vehicle for philanthropic efforts. By housing charitable assets in a DAF, philanthropists receive immediate tax deduction benefits and can choose to disburse resources to...
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Guide to Private Foundations

Historically, private foundations have served as vehicles for individuals and their families to make grants to nonprofits. However, when leveraged to their fullest potential, they can also function well beyond grant making. For example, a...
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Considering Your Philanthropy Holistically

While financial contributions are tremendously valuable, there are numerous ways to give back. The T’s of philanthropy refer to time, talent, treasure, ties, and testimony – and the most effective philanthropists deploy each of these assets...
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Three Steps to Guide Your Philanthropy

Whether you are a budding or seasoned philanthropist, it makes sense to want your efforts to have the most significant impact possible. Not all philanthropy is created equal, however. In general, the quality and intentionality of a...
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Strive for Systems Change

To create positive and lasting social change, major improvements must be made at the systems level of an issue area. This entails reconfiguring policies, processes, and power structures to remedy complex issues such as poverty, social...
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Understanding Place-Based Philanthropy

Place-based philanthropy describes an approach that targets a specific location—be it a neighborhood, municipality, or even multiple counties—upon which to focus charitable resources and make a transformative impact. It goes beyond...
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Conducting Philanthropic Due Diligence

For a strategic philanthropist, conducting due diligence is an essential practice when assessing whether to invest in potential grantees or collaborators. Before making a financial or any other kind of commitment to an organization, it is...
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