Philanthropy

Philanthropy is a vital aspect of estate planning. Below examines how a family might consider its legacy.

Resource Topics

Complex Family Enterprise: A new way to describe a growing phenomenon

By Patricia M. Angus – Originally published in Trusts & Estates, March 2023 Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their clients as they find them. If you’re writing a will or doing an estate plan,…

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The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy

By Patricia M. Angus – Originally published in NCFP’s Passages July 2021 OVERVIEW Family philanthropy is a very important expression of a family’s commitment to society. It is a high calling for a family that wishes to have an impact…

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Guidance for Family Offices: How to approach ESG investing

By Patricia Angus and Camille Korschun – Originally published in Family Enterprise Insights, March 2021 Introduction: Environmental, Social, and Governance investing (ESG investing) is an approach that incorporates factors beyond financial return in an investment decision. Namely, the investor incorporates…

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Social Contract 2021

By Patricia M. Angus – Originally published on WealthManagement.com February 2021 The year 2021 started with a bang, not a whimper. The pain, confusion, conflicts and challenges that families face in the United States and around the world defy description.…

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Carter Center Legacy Circle: Your Values and Your Legacy

Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values, we can come to know ourselves better, and we can be intentional about sharing the…

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Dream it up, Pass it down: A Guide to Legacy Giving at 92Y

Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December 11, 2019, at the 92nd Street Y.

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Are You Wealthy?

Wealth of Wisdom Podcast, Episode 21, 2018 In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating story about a conversation she had with a cab driver about wealth and life and…

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21st Century Trustees

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea and makes it into a service or product that people will want even need, for…

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Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy

By Patricia M. Angus and Fredda Herz Brown, Ph.D. – Originally published on NCFP Passages in 2007. The Smith family* had been running their foundation for about four years when it hit a roadblock. Mr. and Mrs. Smith, in their…

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Family Governance: A Primer for Philanthropic Families

By Patricia M. Angus – Originally published on NCFP Passages in 2004. Families who engage in philanthropy together have a unique opportunity to make a positive impact on the world and to share an experience that can enrich their lives…

Read More about Family Governance: A Primer for Philanthropic Families

Complex Family Enterprise: A new way to describe a growing phenomenon

By Patricia M. Angus – Originally published in Trusts & Estates, March 2023 Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their…

Read More

The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy

By Patricia M. Angus – Originally published in NCFP’s Passages July 2021 OVERVIEW Family philanthropy is a very important expression of a family’s commitment to…

Read More

Guidance for Family Offices: How to approach ESG investing

By Patricia Angus and Camille Korschun – Originally published in Family Enterprise Insights, March 2021 Introduction: Environmental, Social, and Governance investing (ESG investing) is an…

Read More

Social Contract 2021

By Patricia M. Angus – Originally published on WealthManagement.com February 2021 The year 2021 started with a bang, not a whimper. The pain, confusion, conflicts…

Read More

Carter Center Legacy Circle: Your Values and Your Legacy

Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values,…

Read More

Dream it up, Pass it down: A Guide to Legacy Giving at 92Y

Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December…

Read More

Are You Wealthy?

Wealth of Wisdom Podcast, Episode 21, 2018 In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating…

Read More

21st Century Trustees

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea…

Read More

Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy

By Patricia M. Angus and Fredda Herz Brown, Ph.D. – Originally published on NCFP Passages in 2007. The Smith family* had been running their foundation…

Read More

Family Governance: A Primer for Philanthropic Families

By Patricia M. Angus – Originally published on NCFP Passages in 2004. Families who engage in philanthropy together have a unique opportunity to make a…

Read More