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Workbook: Your Legacy Plan
Posted on March 11, 2020 by中央纽约社区基金会
中央纽约社区基金会使用其工作簿：您的遗留计划，以协助与家庭的遗留计划对话......Read More
Advisors and estate planning
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Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management
Posted on June 6, 2019 byDr. Dennis Jaffe,James Grubman
One of the most critical decisions a family can make is whom to entrust with the financial resources needed for current and future generations…Read More
Donor-Advised Fund Impact Story: Engaging Donors in Impact investing to Leverage Local Impact at the Central New York Community Foundation
Posted on May 3, 2019 byAudrey Jacobs
The Central New York Community Foundation's impact investing program allocates up to 5% of its general funds towards loans, loan guarantees, nonprofit equity investments and other impact investment strategies and engage donors in these opportunities through their donor-advised funds. …Read More
Donor-Advised Funds for a Variety of Purposes: Examples from the Oregon Community Foundation
Posted on April 23, 2019 byLaura Winter
This collection of case examples shares insight into many of the various reasons that donors and families establish DAFs as a core part of their philanthropic strategy…Read More
Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation
Posted on April 22, 2019 byNew Hampshire Charitable Foundation
The New Hampshire Charitable Foundation's Impact Investment Fund offers a strategic way for foundation donors to pool charitable resources, invest in local communities and earn a financial return…Read More
Donor-Advised Fund Impact Story: Using a DAF to Donate Rare Items
Posted on March 15, 2019 byCentral Indiana Community Foundation,Audrey Jacobs
两个罕见的手表，巡航控制的发明者，以及建立一个家庭慈善遗产的慈善礼物......Read More
Donor-Advised Fund Impact Story: Giving Internationally through Two DAFs
Posted on March 15, 2019 byElaine Gast Fawcett
Sasha Rabsey是创始人，导演和慈善顾问，捐助者如何通过德国旧金山的潮汐基金会建立超过十年前的基金。通过这个基金，rabsey支持基层领导者，他们认识到全球妇女和女孩的力量，勇气和能力，以及通过直接服务项目来解决他们的需求的星座......Read More
Donor-Advised Fund Impact Story: Continuing a Legacy, Connecting to Community
Posted on March 15, 2019 byElaine Gast Fawcett
It was a death in the family that inspired Gary and Sue Schwartzman to think about donor-advised funds for the first time. “When my father in law S.J. Schwartzman passed away and left these two funds in our charge, it connected us to his legacy. He wished for his generosity and family name to live on,” says Sue Schwartzman…Read More
Donor-Advised Fund Impact Story: Creating a Family Opportunity
Posted on March 15, 2019 byCentral Indiana Community Foundation
The Smith family's donor-advised fund with the Central Indiana Community Foundation's Legacy Fund focuses on four core areas of community improvement: breaking the cycle of poverty, access to quality healthcare, higher education, and animal conservation and environmentalism…Read More
Guide to Family Philanthropy and Donor-Advised Funds: Introduction
贴在3月12日,2019年Audrey Jacobs,Elaine Gast Fawcett
每一个慈善家庭必须做出的早期选择是：我们作为慈善家家庭的目的是什么？我们想要完成什么？我们如何以满足我们的需求和我们想要服务的需求的方式制作礼物？......Read More