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.
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.
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.