Section · Plan
Philanthropy
DAFs, foundations, split-interest trusts, and the craft of giving well.
Educational reference — explanations and tradeoffs, never recommendations. Qualified professionals evaluate what fits a particular family.
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Philanthropy: The Landscape
Philanthropy for families with substantial wealth is a discipline that begins with clarity of purpose and strategy, then moves to vehicles and structures — not the other way around. The major giving vehicles include direct gifts…
01
Vehicles
2 entries
Private Foundations
A private foundation is an independent legal entity — typically a nonprofit corporation or trust — created and funded by a family or individual to pursue…
DAF vs. Foundation vs. Direct
Donor-advised funds, private foundations, and direct giving are the three principal vehicles through which substantial families structure their…
02
Practice
4 entries
Impact Investing
Impact investing is the practice of directing investment capital — not just charitable grants — toward outcomes that align with a family's values, ranging…
Grantmaking That Works
Grantmaking that works is the practice of translating philanthropic resources into durable impact — covering how foundations and major donors design grant…
Foundation Governance and Compliance
Foundation governance and compliance covers the structural and legal obligations that keep a private foundation operating legitimately: board composition…
International Giving
International giving allows families and private foundations to direct philanthropic resources across national borders, but foreign grants carry legal and…
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