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  • ""
    September 10, 2024
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses effective nonprofit board governance during complex and uncertain times.
  • ""
    August 23, 2024
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast discusses how to set up a charity in five steps.
  • ""
    July 30, 2024
    • Capital Partners
    We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic.
  • ""
    July 29, 2024
    • Capital Partners
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
  • Illustration of many arrows changing way to converge toward objective on kraft paper
    May 14, 2024
    • Capital Partners
    What does the future of philanthropy look like in a changing landscape? Head of Philanthropic Advisory Kerri Mast explains how the once-defined “lines” governing philanthropy are beginning to blur and how to take advantage of these changes in your giving plans.
  • ""
    April 19, 2024
    • Capital Partners
    BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to mitigate negative impact.
  • ""
    June 15, 2023
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast discusses a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor-advised fund.
  • ""
    May 24, 2023
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.
  • ""
    November 09, 2022
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
  • ""
    August 09, 2022
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses qualitative matters related to business succession, focusing on the importance of family values.
  • ""
    June 14, 2022
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • Dr. Tyrone McKinley Freeman
    December 03, 2021
    • Capital Partners
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame C.J. Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions and how we might better foster equity and inclusion in grantmaking.
  • ""
    July 13, 2021
    • Capital Partners
    BBH Partner Kathryn George and Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast discuss how to best approach engaging the next generation in family giving – and some strategies for when it doesn’t go as you expected.
  • ""
    June 02, 2021
    • Capital Partners
    We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
  • ""
    December 02, 2020
    • Capital Partners
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • ""
    October 26, 2020
    • Capital Partners
    Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which activities are permitted for charities, which are permitted within certain limits, and which are prohibited altogether.
  • ""
    November 21, 2019
    • Capital Partners
    Senior Wealth Planner Kerri Mast explores innovative solutions today’s philanthropists are using, including implementing new organizational structures, maximizing the impact of their investments and making nontraditional grants.
  • Kelley Earndhardt Miller, Co-Owner of JR Motorsports
    August 06, 2019
    • Capital Partners
    In our feature article, we sit down with Kelley Earnhardt Miller, co-owner of JR Motorsports, to discuss how NASCAR started with local families and evolved into a sport dominated by family businesses. She spoke to us about her views on succession, legacy and the role of women in racing.

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