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Family Philanthropy

By Barbara R Hauser
Globe Law and Business January 2022

Specifications

ISBN-13
9781787425187
Publisher
Globe Law and Business
Publication
January 2022
Format
Paperback , 151 pages
Jurisdiction
Hong Kong, International, Singapore, U.K., U.S. ? Countri(es) for reference only

Details

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.

Table of Contents

Family philanthropy: an overview of global giving and trends
Donzelina Barroso, Melissa A. Berman, Renee Karibi-Whyte - Rockefeller Philanthropy Advisors
Decision-making in family philanthropy
Etienne Eichenberger - WISE – philanthropy advisors, Switzerland, Małgorzata Kurak & Peter Vogel - IMD Business School
Methods and legal structure of giving
Peter Cafferkey - EVPA (European Venture Philanthropy Association), James Maloney - Farrer & Co.
Location of family charity: the Netherlands and beyond
Ineke A. Koele - Koele Tax & Legal Perspecta, the Netherlands
Caribbean choices
Vanessa Schrum - Appleby (Bermuda) Limited
How families use donor-advised funds and other giving vehicles
Eileen R. Heisman - National Philanthropic Trust
Women, philanthropy and the future of giving
Kecia Barkawi - VALUEworks
Family philanthropy and cultural purposes
Christian von Oertzen, Tanja Schienke-Ohletz - Flick Gocke Schaumburg Partnerschaft mbB
A thoughtful legacy
Diana Chambers - The Family Wealth Mentor™; The Chambers Group Sàrl

About the Author

Consulting editors

Contributing firm Name
Barbara R Hauser LLC Barbara R Hauser

Contributors

Contributing firm Name
Appleby (Bermuda) Limited Vanessa L Schrum
EVPA Peter Cafferkey
Farrer & Co James Maloney
Flick Gocke Schaumburg Partnerschaft mbB Christian von Oertzen
Tanja Schienke-Ohletz
IMD Business School Małgorzata Kurak
Peter Vogel
Koele Tax & Legal Perspecta Ineke A Koele
National Philanthropic Trust Eileen R Heisman
Rockefeller Philanthropy Advisors Donzelina Barroso
Melissa A Berman
Renee Karibi-Whyte
The Chambers Group Sàrl Diana Chambers
VALUEworks Kecia Barkawi
WISE – philanthropy advisors, Switzerland Etienne Eichenberger
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