Building a Philanthropic Playbook – Part One: Building Clarity and Setting the Foundation

I often joke with people that in my former life, I was a college soccer coach because many people don’t understand what the job of collegiate coaching really entails or how the job connects to the work of countless other professions. During my time in college athletics, I also started my own sport psychology consultation business after working under some …

Making the Most of a Charitable Solution: GIVE to a Donor-Advised Fund

Making the Most of a Charitable Solution: GIVE to a Donor-Advised Fund

Learn how you can contribute to your fund to maximize the amount you give to charity. Options include donations of appreciated stock and complex assets, like real estate and privately held business interests. Corey Ziegler, vice president and corporate counsel, Greater Horizons, discusses the basic structure of a donor-advised fund and what types of assets can be donated to one. …

Philanthropy Built on a Foundation of Trust: Using Trust-Based Values to Strengthen the Philanthropic Sector

Trust is the foundation for all of our relationships – it can make, build, and break any bond. It is no different for the relationship between donors and nonprofits. Leaning into trust as a donor is a key tool in expanding your relationship with an organization and supports charitable giving that is both meaningful and impactful. Tune in to the …

Granting Beyond Your Lifetime: How Successor Advisors Support Your Philanthropic Legacy

Creating a charitable legacy is essential for philanthropists. How do you ensure your charitable intent is passed along beyond your lifetime? When using a donor-advised fund, one way to pass along your charitable intent is to name successor advisors to advise your fund when you are no longer able to do so. In this clip, Senior Philanthropic Advisors Whitney Hosty …