Social Impact Investing

I have been spending a lot of time reading about and thinking about social impact. Social impact is defined as the effect of an activity on the social fabric of the community and well being of the individuals and families. Given my asset management background, I am...

Managing Relationships with Advisors

I listened in on a conference call hosted by The National Center for Family Philanthropy on Thursday, July 8th. The topic of discussion was Managing Relationships with Your Legal, Financial, and Investment Advisors. The presenters were Patricia Angus, a New York-based...

Support For Donor Education

Rockefeller Philanthropy Advisors just announced a new grant received from The Bill and Melinda Gates Foundation to develop tools and share best practices with emerging donors. The grant is a one-time gift of $3.7 million. The initiative is leveraging the high...

More About The Giving Pledge

Eli and Edythe Broad, John and Ann Doerr, H.F. (Gerry) and Marguerite Lenfest and John and Tashia Morgridge have joined Bill and Melinda Gates and Warren Buffet in The Giving Pledge. Charlie Rose interviewed the Gateses and Buffet. Its an excellent discussion and...