We post articles of interest and other references for individuals and families who are ready to explore and formalize ways to express a family's philosophy and values through philanthropy.
Roadmap to Legacy Planning
Carol Karsch, Jewish Community Foundation of Southern Arizona
The Ethical Will: Bequeathing Values Rather Than Valuables
Jeffrey Steele, Los Angeles Times, June 21, 2005
Women in Philanthropy
Betsy Brill, Forbes.com, August 18, 2009
Wealth in Families
Charles W. Collier (Harvard University Press, 2001)
This book addresses many of the questions of concern to families of wealth, including ways to teach values to your family through philanthropy. It is a helpful resource with your own planning.
Inspired Philanthropy: Your Step-by-Step guide to Creating a Giving Plan and Leaving a Legacy, 3rd Edition
Tracy Gary (Jossey-Bass, 2008).
This newest edition of the classic book shows how anyone can align and integrate values, passions and dreams for their communities and families into their plans. It explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes.
Best Practices - Asking the “Philanthropic Question”
Journal of Gift Planning, November 2004
A panel of senior advisors and gift planners discusses the best methods for starting a discussion of donors’ and clients’ philanthropic goals.
Strategic Philanthropy Primer: A Primer on Roles and Strategies
The Philanthropic Initiative, 2011
The Power of Family Philanthropy
Ellen Remmer, The Philanthropic Initiative, 2009
This article was excerpted from A Family’s Guide to Wealth: Insights from Thought Leaders and Pioneers.
Alan Alda, The Philanthropic Initiative Foundation Conference, 1995
Thoughts by TPI client, Alan Alda, on what makes family philanthropy so remarkable and valuable.
Funding as a Family
Credit Suisse Securities LLC, May 2010
Donor-Advised Funds: Tools for Giving Families
Kevin R. Laskowski, Family Giving News, October 2007
Five Great Ways to Teach Your Child about Philanthropy
Rebecca Lucia, Charity Navigator, February 2007
Daddy, Are We Rich? and Other Tough Questions
Ron Lieber, The New York Times, July 20, 2010
Raising Children with Philanthropic Values
Ellen Remmer, The Philanthropic Initiative, Inc, 2009
This monograph offers a number of useful tools to promote responsible philanthropy with a family.
Gaining Families’ Trust
Brad Woverton, Chronicle of Philanthropy, November 11, 2004
Raising Charitable Children
Carol Wrisman (F.E. Robbins & Sons Press, 2006)
This book shows how children can be taught about philanthropy, shaping how they approach giving as adults.
Creating Change Through Family Philanthropy: The Next Generation
Alison Goldberg, Karen Pittelman & Resource Generation (Soft Skull Press, 2006)
This is a book designed to help engage the “next generation” in philanthropy and give young people the tools they need to participate in and influence the family’s giving agenda.
Barclays Wealth Insights, Volume 12: The Age IllusionHow the Wealthy are Redefining their Retirement (September, 2010)Researched by Ledbury Research
The 2014 U.S. Trust Study of High Net Worth PhilanthropySponsored by Bank of America. Researched and written by U.S. Trust and the Lilly Family School of Philanthropy at Indiana University (October 2014)
Mega Gifts in Jewish Philanthropy: Giving Patterns 2001-2003Gary A. Tobin and Aryeh K. Weinberg, Institute for Jewish and Community Research (2007)
Zachs Campus | 333 Bloomfield Avenue | Suite D | West Hartford, Connecticut | 06117 | Directions
ph: 860.523.7460 fx: 860.231.0576 email@example.com