Strategic Philanthropy Giving with Purpose

Philanthropy is such an important component of wealth planning, whether from a legacy, personal fulfillment, generational connection or tax-planning perspective,” says Judith A. Saxe, director of research and education for wealth strategies for Atlantic Trust. “Many times clients start out thinking about the tax-planning element, but are often using that as a way to answer something else stirring in their hearts. For clients who begin thinking about ‘giving back’ and who want to make a difference, we encourage them to focus on one key word: strategic philanthropy.”  Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s intellect as it does the bank account. A careful and disciplined approach to philanthropic givingcombines purpose, practicality and passion. It can help you increase the effectiveness

Spotlight

Children's Aid

Children's Aid helps children in poverty to succeed and thrive. We do this by providing comprehensive supports to children and their families in targeted high-needs New York City neighborhoods. For more than 160 years, Children’s Aid has been committed to ensuring that there are no boundaries to the aspirations of young people, no limits to their potential. We are leading a comprehensive counterattack on the obstacles that threatens kids’ achievement in school and in life. At Children’s Aid, we are teachers and social workers, coaches and health care providers. We know what it takes to ensure children grow up strong and healthy, and ready to thrive in school and life.

OTHER WHITEPAPERS
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The Secrets to Creating a Successful CRM Strategy

whitePaper | November 26, 2019

Our dedicated team has delivered digital projects to over 100 customers in the charity and membership sector. Throughout these projects, as well as dedicated events, roundtables and partnerships, we have learnt a lot about what makes a successful CRM strategy. As part of our commitment to non-profits, we’ve taken some key learnings from our team, our customers and attendees at our events, and compiled this guide to help you in the planning, execution and maintenance of your digital strategy. Thank you to all of our contributors for sharing valuable insight and advice.

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Strategic Time Horizons a Global Snapshot of Foundation Approaches

whitePaper | January 17, 2020

Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $200 million in annual giving by individuals, families, corporations, and major foundations. Continuing the Rockefeller family’s legacy of thoughtful, effective philanthropy, RPA remains at the forefront of philanthropic growth and innovation, with a diverse team led by experienced grantmakers with significant depth of knowledge across the spectrum of issue areas. Founded in 2002, RPA has grown into one of the world’s largest philanthropic service organizations and, as a whole, has facilitated more than $3 billion in grantmaking to nearly 70 countries. For more information, please visit www.rockpa.org.

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How to Elevate Employee Engagement and Community Impact Through Workplace Volunteer Programs

whitePaper | February 2, 2022

Employee volunteer programs are a vital part of your corporate social responsibility, employee engagement, and community relations efforts. If done well, your program can play an important role in building nonprofit capacity, engaging employees, serving stakeholders, meeting social impact goals, and ensuring your company’s sustainability – not to mention all the positive impact you will have on the community.

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2021 Nonprofit Technology Trends Report.

whitePaper | November 29, 2021

Last year, our 2020 Nonprofit Technology Trends Report provided insight into how nonprofits leverage technology to achieve their mission. When we published the results in February 2020, we had no idea how our world would be turned upside down just one month later.

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Charity sector developments

whitePaper | April 1, 2022

This year there are increasing macroeconomic headwinds on the horizonaltogether. As we continue to operate in an uncertain environment this will undoubtedly increase the importance of the work of charities in our society. In this publication, we consider these headwinds, and the sector risks they present as well as the opportunities and practical considerations for charities. A particular focus will be on climate change and how charities can develop their response in this area. We also review wider developments in the charity world, including in relation to specific risks and external audit, as well as in the areas of tax and VAT.

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Key topics nonprofit organizations should consider

whitePaper | January 14, 2020

Nonprofit organizations operate in a complex and evolving financial world. As one of the world’s largest investment managers, Vanguard has helped thousands of nonprofit organizations navigate their unique investing, organizational, and governance challenges. We recognize nonprofits differ by size, served market, and sophistication. The chief financial officer of a hospital will likely have different needs from the CFO at a college, while the executive director of a small public charity will have different needs from either

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Spotlight

Children's Aid

Children's Aid helps children in poverty to succeed and thrive. We do this by providing comprehensive supports to children and their families in targeted high-needs New York City neighborhoods. For more than 160 years, Children’s Aid has been committed to ensuring that there are no boundaries to the aspirations of young people, no limits to their potential. We are leading a comprehensive counterattack on the obstacles that threatens kids’ achievement in school and in life. At Children’s Aid, we are teachers and social workers, coaches and health care providers. We know what it takes to ensure children grow up strong and healthy, and ready to thrive in school and life.

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