Practical analysis for investment professionals

charitable giving


Weekend Reads: Understanding Haiti and the Business of Philanthropy

Inspired by a recent trip to Haiti, Susan Hoover considers the nation's troubled history as well as its recent travails, the value and efficacy of international aid, and how to optimize charitable giving, in the latest edition of Weekend Reads.

Muhammad Yunus: Charity with a Business Engine

“Everything starts with solving a very tiny slice of a problem,” explained Muhammad Yunus at the 2016 CFA Institute European Investment Conference. That is how social business begins. “There is no reason anyone should be poor; we just need to fix the system so that all are truly reflected in our economy.”

Maximizing Your Philanthropic Impact

"With charitable giving," Eric Friedman, CFA, tells Will Ortel, "if you’re not focused on the evidence behind your approach and the potential outcomes, then you’re flying blind with respect to impact."

A Greater Misuse of Charitable Donations Than Fraud?

It is easy to be outraged at the alleged fraudulent activity of charities like the National Children’s Leukemia Foundation. However, the easiest way to improve charitable giving is for donors to do their research and target their donations to where they will do the most good.

Low-Rate Environment Favors “Jackie O” Charitable Lead Trust

With interest rates at record lows, wealth managers who serve charitably minded clients in the United States may want to take a closer look at the merits of a charitable lead trust, a vehicle that is sometimes referred to… READ MORE ›



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