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 - ¿Por qué invertir en una Gran Miami resistente?
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
NOTICIAS DE LOS ASESORES: UNA SOLUCIÓN PARA LAS DONACIONES ANÓNIMAS
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