| April 2011 Trusts and Estates | Phil Tobin, American Endowment Foundation and AiP Corporate Sponsor, wrote this articlefor the April 2011 issue of Trusts & Estates on the Symbiotic Relationship between a private foundation and a donor advised funds.
| | November, 2011 Planned Giving Today | Distinct Trends Appear, Reinforce Each Other- 6 page article written by Jim Grote for Planned Giving Today in November 2011. This article is about the blending of entities (e.g., for-profit and non-profit) once considered distinct, now typical of contemporary philanthropy. Five chronological trends leading towards this blending over the last 40 years include the gradual movement from institution-centered to planning-centered to family-centered to altruistic/faith-centered philanthropy to social capital markets theory. Far from competing with one another, these different trends may just as well reinforce each other. Jim Grote, CFP®, wrote his first article for Planned Giving Today in March 2000. Since then, he has written more than 100 articles that have been published in a variety of financial planning and charitable giving publications. He is Director of Development for JustFaith Ministries in Louisville, KY.
| November, 2011 AdvisorOne
| AiP members recommend AdvisorOne's Philanthropy Focus Seriesof articles
| November, 2011 The Wall Street Journal | AiP member Betsy Brill, Karla Valas, Bryan Clontz, and Ken Nopar were interviewed in the Wall Street Journal's Nov. 28th articles - Keep the Stock, Donate the Beans and Putting Charities to The Financial Test
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September, 2011 AdvisorOne | Philanthropy's Cutting Edgeby Ellen Uzelac. AiP Past President Randy Fox is interviewed as well as AiP sponsors American Endowment Foundation and Renaissance Charitable. | | April, 2011 AdvisorOne Articles |
Kathleen McBride,AdvisorOne, attended the Conference on Philanthropy, April 28 and 29, 2011andwrote a series of insightful articles:
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| 2011 Conference speakers and AiP leaders were interviewed for this articleClients Turning To Wealth Managers For Philanthropy Advicewritten by Charles Paikert. | | January, 2011 | AiP Member David W. Holaday shares his insights about establishing frameworks and processes for shaping a client’s individual advisors into a smoothly functioning group that will work collaboratively for the mutual benefit of the client and the advisors.
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