As published in Investment NewsEasy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk aboutMarch 22, 2020 By Mark Schoeff Jr Fortune 500 executive client of Dan Rinzema’s had a lot of appreciated stock on his hands and felt charitably inclined. So Mr. Rinzema, chief client officer at Greenleaf Trust, turned to a Read More
The Network Gap: Impact on Nonprofits and Their Financials
Having a powerful network can bolster a nonprofit’s donor base and open access to additional funding sources. But what happens when the Executive Director and Board Members do not have a powerful network? I attended a half-day summit at LinkedIn’s San Francisco headquarters in November on The Network Gap. As LinkedIn defined it, “The network gap is the advantage some have based on where they were born, where Read More
Won the Lottery? Don’t Do This.
Your adult son is asking you for money again. He wants $100,000 to open a second restaurant to expand into a new market. You’re inclined to gift him the money since his first restaurant has been a great success. But here’s the thing: he’s sitting on $44 million after winning the lottery a few years ago. He invested the proceeds prudently so that the performance gains alone have amounted to almost $3 million a Read More
Citywire USA: Women in Wealth: Building Personal Bonds with Clients
Are My Charitable Donations Having An Impact?
Levi XU Stock market investments are measured by returns, philanthropic investments by outcomes – the latter is far more complex. As one of the most philanthropic nations, the U.S. has had a long history of charitable giving and yet, in the past few years, there has been immense discussion about the impact of those gifts. We’ve already covered how you can give strategically in a previous Read More
