Hauser Family Philanthropy

1. Auflage 2022
ISBN: 978-1-78742-520-0
Verlag: Globe Law and Business
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 151 Seiten, Web PDF

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.

Autoren/Hrsg.

Hauser, Barbara R

Fachgebiete

• Wirtschaftswissenschaften Wirtschaftssektoren & Branchen Non-Profit-Organisationen, Verbände
• Wirtschaftswissenschaften Wirtschaftssektoren & Branchen Sozialwirtschaft
• Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Anlagen & Wertpapiere

Inhaltsverzeichnis

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