Family Philanthropy

Family philanthropy around the world is a dynamic and important part of the overall social change landscape. However, with more and more individuals and families involved in this space and the ever increasing variety of approaches and choices, it is a vast and sometimes confusing subject and it can be difficult for families and their advisers who have an interest in philanthropy to know where to begin. This Special Report aims to demystify the topic and presents in a clear and easy-to-understand format the philanthropy choices available to families. Edited by Barbara R Hauser, it brings together a variety of international experts including from Rockefeller Philanthropy Advisors, Farrer & Co and the National Philanthropic Trust, who cover, amongst other key topics: How families can make decisions about their philanthropy activities; Donor advised funds; Ways in which families can support cultural organisations, such as museums; and Leaving a legacy for the next generations. There is also consideration of philanthropy in different jurisdictions, and the growing impact of wealthy women with inspiring examples from around the world. Whether read in one sitting or used as a resource to dip into when specific topics are of interest, this unique collection is designed to inspire families thinking of philanthropy, and will be essential reading on this important topic.

Contenu

I. Introduction 5 Barbara R Hauser Independent family adviser II. Family philanthropy: an overview of global giving and trends 13 Donzelina Barroso Melissa A Berman Renee Karibi-Whyte Rockefeller Philanthropy Advisors III. Decision making in family philanthropy 33 Etienne Eichenberger WISE - philanthropy advisors, Switzerland Malgorzata Kurak Peter Vogel IMD Business School IV. Methods and legal structure of giving 47 Peter Cafferkey EVPA James Maloney Farrer & Co V. Location of family charities: the Netherlands and beyond 61 Ineke A Koele Koele Tax & Legal Perspecta VI. Caribbean choices 71 Vanessa L Schrum Appleby (Bermuda) Limited VII. How families use donor-advised funds and other giving vehicles 89 Eileen R Heisman National Philanthropic Trust VIII. Women, philanthropy and the future of giving 105 Kecia Barkawi VALUEworks IX. Family philanthropy and cultural purposes 117 Christian von Oertzen Tanja Schienke-Ohletz Flick Gocke Schaumburg Partnerschaft mbB X. A thoughtful legacy 129 Diana Chambers The Chambers Group Sàrl About the authors 143 About Globe Law and Busine 151