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.
Table des matières
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
Małgorzata 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 mb B
X. A thoughtful legacy 129
Diana Chambers
The Chambers Group Sàrl
About the authors 143
About Globe Law and Busine 151