Philanthropic Advisor Newsletter

Philanthropic Advisor Newsletter

Simple content posted in on 15 January 2014
audience: The Boston Foundation | last updated: 12 December 2016
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Our Philanthropic Advisor e-newsletter provides advisors with valuable information about how to help clients with their philanthropy. Each month, it features tips from local and national experts on philanthropic topics, interviews with donors and curated links to articles of interest in the national media.

Philanthropic Advisor December 2016
INSIDE THIS ISSUE:
Before It's Done: 2016 in Review
Boston Foundation Annual Meeting
Philanthropy in Practice: 2016 in Review
Food and Fuel
Upcoming Events
Philanthropy in the News
 

Philanthropic Advisor November 2016
INSIDE THIS ISSUE:
Advising in the Face of Uncertainty
Year-End Alert!
Pledge 1%
Leading By Example
#GivingTuesday
Upcoming Events
Philanthropy in the News

Philanthropic Advisor October 2016
INSIDE THIS ISSUE:
Learning from IRC 457A: Clock Ticking on Some Offshore Tax Shelters
Inside Scoop for Interns
Investing in Values
Back to School with Success Boston
Quoted & Noted
Upcoming Events
Philanthropy in the News

Philanthropic Advisor July 2016
INSIDE THIS ISSUE:
Conversation Starters: Perspectives on the Year to Come
Thank You & Welcome
Philanthropy Below the Radar
Boston Foundation Makes $500,000 Grant to LISC Boston
Update: My Summer in the City
Quoted & Noted
Boston Business Journal Names the 2016 Top Charitable Companies in Massachusetts
Philanthropy in the News

Philanthropic Advisor May 2016
INSIDE THIS ISSUE:
Retrospective: A Conversation with Barbara Freedman Wand
Quoted and Noted
Transparency in Philanthropy
Vision 2020: A Continuing Commitment to Impact Upcoming Events
Philanthropy in the News

Philanthropic Advisor October 2015
INSIDE THIS ISSUE:
Balancing Risks and Returns: A Conversation with Investment Committee Chair Grace Fey
Philanthropy in Practice: Why One Firm Chose a DAF For Its Corporate Philanthropy
Is an Apartment Building a Charitable Asset?
Miss One of Our Forums?
Philanthropy in the News

Philanthropic Advisor September 2015

INSIDE THIS ISSUE:
Advisor Insights 
Philanthropy in Practice 
Meet TBF's New Arts Director 
Fay Chandler Breakfast 
TPI/TBF "Adventures in Giving" online tool 
It's Time to Plan: Boomers Will Inherit $8.4 Trillion 
Gala Information 
Philanthropy in the News

Philanthropic Advisor June 2015

INSIDE THIS ISSUE:
Advisor Insights: Talk to Clients About Legacy Giving
New PAC and PAN Members Introduced
Foundation Releases Book, Unveils New Lobby Exhibit
Planned Giving: Charitable Lead Trusts
Investment Update
Philanthropy in the News

Philanthropic Advisor April 2015

INSIDE THIS ISSUE:
Advisor Insights: Washington Update
Boston Foundation Awards Grants for College Completion
How to Leave a Bequest to the Boston Foundation
Social Event May 14
Save the Date!
Philanthropy in the News

Philanthropic Advisor March 2015
INSIDE THIS ISSUE:
TBF Turns 100!
State Tax Credit 
Advisor Insights 
Giving Selma
Gifting Real Estate
Save the Date
Philanthropy in the News

Philanthropic Advisor October 2014
INSIDE THIS ISSUE:
A Formula for Success
How TBF Works with Advisors
Leading by Example Conference
What Can Social Media Do for You (and Others)?
Social Media Resources
New Planned Giving Chief
Philanthropy in Practice
Mark Your Calendar
Philanthropy in the News

Philanthropic Advisor September 2014
INSIDE THIS ISSUE:
Advisor Insights: Global Crises: Helping Your Clients Respond
How TBF Works with Advisors
Book Party Sept. 10
Global Giving Resources
Philanthropy in Practice
Leading by Example Conference
Philanthropy in the News

Philanthropic Advisor June 2014
INSIDE THIS ISSUE:
My Summer in the City 
Biotech Boom Could Be Good for Philanthropy 
New PAC/ PAN Members Named 
Philanthropy in Practice 
Jamie Jaffee Talks About Philanthropy  
Philanthropy in the News

Philanthropic Advisor May 2014
INSIDE THIS ISSUE:
Advisor Insights: Valuing Complex Assets: What Every Advisor Should Know
2013 Investment Update
Complex Assets Expert Briefs Advisors
Creative Giving is This Couple's Hallmark
Philanthropy in the News
Upcoming TBF Events
Professional Advisor Committee
Professional Advisors Network

Philanthropic Advisor April 2014
INSIDE THIS ISSUE:
Advisor Insights: How Philanthropy Can Help Preserve Family Wealth
Introducing Laura Godine 
Raising Charitable Kids 
Daughter's DAF Honors Parents' Long Marriage 
Philanthropy in the News
Upcoming TBF Events
Professional Advisors Committee
Professional Advisors Network

Philanthropic Advisor January 2014
INSIDE THIS ISSUE:
What Does Socially Responsible Investing Mean for Your Practice?
The Charitable Remainder Unitrust: One Family's Story
Boston Foundation Donors Give $69.5 Million in FY2013
Save the Date
Philanthropy in the News

Philanthropic Advisor November 2013
INSIDE THIS ISSUE:
Survey Finds Clients Want a Meaningful Conversation About Philanthropy
J. Jill Uses Donor Advised Fund For Charitable Giving
Year-End Giving
Philanthropy in the News
Upcoming TBF Events
Professional Advisors Committee
Professional Advisors Network
Professional Advisors Give Back to the Community

Philanthropic Advisor October 2013
INSIDE THIS ISSUE:
The New Tax Environment  
The Art of Philanthropy  
Philanthropy in the News
Upcoming TBF Events
Professional Advisors Committee
Professional Advisors Network
Professional Advisors Give Back to the Community

Philanthropic Advisor September 2013
INSIDE THIS ISSUE:
More than Money: How to Leave a Legacy that Matters
Amalie Kass: Giving the Gift of Fun
Four New Advisors Named to PAC
Philanthropy in the News

Philanthropic Advisor July 2013
INSIDE THIS ISSUE:
Same-sex Marriage Ruling Could Benefit Charities
Did You Know?
Resources for Advisors
Jack Alves: Donor Advised Funds Carry Out Work of Venerable Charlestown Charities
TBF Counsel Holds Seminar on Giving Complex Assets
Philanthropy in the News

Philanthropic Advisor June 2013

Philanthropic Advisor May 2013

Philanthropic Advisor April 2013

Philanthropic Advisor February 2013

Philanthropic Advisor January 2013

Philanthropic Advisor January 2013

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The Boston Foundation
75 Arlington Street 10th Floor
Boston, MA 02116
United States
Phone: 1 617-338-1700
Fax: 1 617-338-1605

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