Millennials – those born between 1980 and 2000 – are changing the philanthropic landscape. These young adults are oriented toward the future, with a strong sense of familial and social responsibility. They have shown a strong drive to bring about social change. They are generous and community-driven. In fact, the Millennial Impact Report reported that 84 percent of millennials made a charitable … Read More
Advisor News – Why Invest in a Resilient Great Miami
At our 50th anniversary Resiliency summit, Dr. Judith Rodin, president emeritus of Rockefeller Foundation, helped us understand how philanthropies and organizations can unite and invest in a city’s resilience. We saw this in action with a panel talk connecting strategies to post-Irma recovery and through Miami Marlins’ gift to the Miami Forever Fund. Also in this newsletter: Hurricane relief and … Read More
ADVISOR NEWS – A SOLUTION FOR ANONYMOUS GIVING
Recently, a high-net worth donor who inherited her family’s company approached her financial advisor about anonymous giving. Her private foundation supported local nonprofits and aspiring students through a scholarship program. Working with us, she was able to establish a Donor Advised Fund, which allowed her to continue her important philanthropic work with the privacy she desired. We can help keep … Read More