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 …
Successor advisors are important in continuing your charitable legacy beyond your lifetime. Whitney Hosty, Senior Philanthropic Advisor, answers your questions about the role of successor advisors. Q: What is a successor advisor? A: Successor advisors are the individuals from whom our staff will take direction about your charitable fund when you are no longer able to do so, particularly regarding …
A new year offers a moment to consider the past and dream of the future. What are you dreaming about and how might your philanthropy change in 2022? You might consider the following questions when setting your philanthropic intentions for 2022: What excites and inspires you? What are the missions and organizations that align most closely with the values most …
In part two of a two-part series on year-end giving on the Grow Your Giving podcast, Senior Philanthropic Advisors Gwen Wurst and Whitney Hosty share some tips for families on how to incorporate charitable giving into their holiday plans in a year unlike any other. In part one of the series, Vice President and Corporate Counsel Corey Ziegler shared five …
How much should we give? For some, that question is a moral dilemma. For others, it’s a budget consideration or a strategic decision, or perhaps all three. Regardless of the frame, it’s a question that individual donors and private foundation trustees face every year – how much will they allocate for charitable contributions? Multiple studies, including the National Center for …
Have you thought about what will happen to your charitable fund after your lifetime? For over 40 years, we have worked with donors and their families to carefully develop charitable plans for both during and after their lifetimes. Our team of philanthropic advisors can help you determine the best option and document your plans. We offer a variety of options …
Charitable families and industry leaders from across the U.S. gathered in Chicago earlier this month to discuss the current philanthropic landscape at the National Forum on Family Philanthropy. Sessions included topics on honoring family legacy, succession planning, racial equity, impact investing, and more. The conference also coincided with the release of the National Center for Family Philanthropy’s second family philanthropy …
Greater Kansas City Community Foundation donors Carol and Tom Barnett both grew up with parents who instilled in them the golden rule: treat everyone the way you want to be treated. Raised to never place judgment on others and always lend a helping hand, Carol and Tom were both taught to help others whenever possible, even when that meant they …
Charitable families and industry leaders from across the U.S. gathered in Chicago earlier this month to discuss the current philanthropic landscape at the National Forum on Family Philanthropy. Sessions included topics on honoring family legacy, succession planning, racial equity, impact investing, and more. The conference also coincided with the release of the National Center for Family Philanthropy‘s second family philanthropy …
Every year, we honor grandparents by celebrating Grandparents’ Day in early September. For many grandchildren, it is a fun-filled day with some of their greatest role models, their grandparents. For many grandparents, it is a very meaningful day with some of their favorite people, their grandchildren. Passing along family values to grandchildren is an important life goal of many grandparents. …
