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June 27, 2024 Navigating Philanthropy: Let Data be Your Compass

Aristotle once said, “To give money away is an easy matter and in any man’s power. But to decide to whom to give it, and how much, and when, and for what purpose and how, is neither in every man’s power nor an easy matter.” This question has been posed since the dawn of time. […]

May 13, 2024 Choosing the Right Charitable Giving Vehicle

Philanthropists and their advisors often wrestle with their options for charitable giving vehicles. You’ve mostly heard of a donor advised fund (DAF) and a private foundation, which are the two most common. Families can choose alternatives in the form of LLCs or Trusts. More sophisticated philanthropists may utilize a variety of giving vehicles to accomplish […]