News, Comment & Analysis results for Philanthropy

February 2, 2022

BNY Mellon WM Showcases Philanthropic Clients' Positive Social Impact

US investment manager launches campaign to bring a “productive” mindset to wealth as it

February 1, 2022

Bank Of America Grows Philanthropy Arm

The appointments reflect the profile of philanthropy work in the private bank. Recent reports show

January 24, 2022

DAF Grants Rise Amid Pandemic, Donors More Flexible – Schwab Charitable

Donor-advised funds, or DAFs, have become increasingly visible as a channel for philanthropic

December 23, 2021

Foundations' Portfolios Draw In More Donations, Benefit From Markets

The report said that the private foundations' sector saw robust growth in 2019 and 2020.

December 16, 2021

Argent Builds Donor-Advised Funds Arm

The firm, based in Ruston, Louisiana, is building a donor-advised funds business.

December 13, 2021

Philanthropy And Pandemic - The View From Bank Of America Private Bank

The COVID-19 crisis has shaped many sectors of wealth management and philanthropy is certainly one

December 8, 2021

Fidelity's Peter Lynch Gifts $20 Million Artworks To Boston College

The story highlights a continuing trend of big gifts by ultra-high net worth individuals, many of

November 29, 2021

Bloomberg Family Foundation Reportedly Donated Around $500 Million

Such major transfers reinforce a trend of big gifts by business leaders and entrepreneurs to a

November 2, 2021

Planning For Philanthropy In Divorce 

The authors of this article explain how proper planning can help mitigate the negative impact

September 30, 2021

Wealthy US Citizens Boost Philanthropy Donations - BoA Study

The bank, in conjunction with a school of philanthropy at Indiana University, has delved into the

Comment & Analysis results for Philanthropy

November 8, 2011

Commentary: Legacy 10 Campaign Shows Why Sharing Wealth Can Boost Capitalism

June 6, 2011

Great Expectations: Meeting Clients’ Philanthropy Needs

Research from the Rafferty Consulting Group reveals 79 per cent of HNW investors are dissatisfied

October 20, 2010

Families Increasingly Concerned About Preserving Donor Intent

Families are increasingly concerned about preserving their donor

September 29, 2010

Family Foundation Succession Planning: The Advisor's Role

The $41 trillion intergenerational transfer of wealth is upon us. Despite the recession, current

May 12, 2010

Philanthropy Sector In Flux

Philanthropy is in ferment, with more overlap between the world of charity and business and due to

January 20, 2010

Taking A Look At Philanthropic Services At JP Morgan Private Bank

Wealth managers are increasingly integrating philanthropic services as a core part of their

January 28, 2009

Philanthrophy Can Thrive Even While Recession Bites

The onset of global recession is feeding fears that philanthropic activity might suffer in 2009.

June 27, 2008

HNW Philanthropic Giving Booms, Emerging Market Sources Seen Growing

Chris Hohn, founder of activist hedge fund business, The Childrens Investment Fund, may not be

December 19, 2007

WB Breakfast Briefing: Philanthropy and Social Investing – The New Asset Class?

Philanthropy is big business. Warren Buffett pledged in 2006 to donate three-quarters of his

May 11, 2007

LODH Shows Global Concerns and Social Conscience

Last Friday was a pleasant spring day in Zurich. Bankers were taking lunch breaks by the lake and