Our Take

Some Thoughts on Rockefeller’s “Giving While Living” Survey

January 27, 2020 Of all the factors that go into creating a philanthropic legacy, central to it all is the “time horizon” for that legacy. According to Rockefeller Philanthropy Advisors, roughly two thirds of legacy-minded philanthropists opt for their philanthropy to last in-perpetuity; the other third choose a time-limited approach in which the dollars of a legacy fund are spent down or spent out within a fixed period of time.…

Our Take on What Comes After Giving Tuesday

This year’s Giving Tuesday – the global day of giving that likely flooded your Inbox with appeals – was a record-breaker, with nonprofit organizations raising a total of nearly $2 billion. Roughly $511 million of that came from online donations, many of them generated on social media platforms.…

Our Take on the “Trust Gap”

It’s the most important part a philanthropic legacy. No matter how a bequest is structured, regardless of its philanthropic intent, and separate from its time horizon there’s the issue of trust. For your philanthropy to live on after you’re gone, you have to trust someone.…

Our Take on Giving USA’s “Leaving a Legacy” Report

November 13, 2019 Philanthropic-minded individuals write their first will on average when they are 44 years old and almost all (91.6%) use a legal advisor to help them.  That’s according to our friends at Giving USA who just released findings from their survey of 860 donors interested in planned giving.…