donor intent | TPI

Embedding Vision and Values with Across Generations: A Five-Step Guide Dec 16, 2020 Wealth is not measured only in financial assets, and wealth management should not be guided simply by numbers. Families have a deep wealth in their values and in the stories they tell that, in our...

Philanthropic Vehicles – As in Most Things, Form Follows Function Feb 14, 2011 Last week’s New York Times carried an article by Paul Sullivan under the headline “ Weighing the Best Vehicles for Charitable Giving .” It raises good questions and makes good points. But like most...

Finding a Balance Sep 29, 2010 Last week, I posted some comments about an article that Bill Dietel and I wrote for Nonprofit Quarterly about whether and to what extent the quantitative or “technocratic” elements of philanthropy...

Highlighting the "Why?" of Donor Intent Aug 18, 2010 My father was an entrepreneur who in the 1980s created a small family foundation to which he named my three siblings and me the successor trustees. Although we knew about the foundation and he had...