Insights Library

Explore Our Insights

  • Topic
    Apply Filters
  • Publication
    Apply Filters
  • Content Type
    Apply Filters
  • Alternatives
  • Business Transformation
  • Commodity Markets
  • Currency Strategy
  • Endowments and Foundations
  • ESG
  • Exchange-traded Funds
  • Equity Investing
  • Family Office
  • Fixed Income Investing
  • Global Asset Trends
  • Investment Commentary
  • Markets and Economy
  • Private Business Ownership
  • Regulatory Intelligence
  • Technology
  • Wealth Planning and Trust
  • Women and Wealth
  • Philanthropic Advisory
  • Commodity Markets Update
  • Exchange Thoughts
  • FX Quarterly
  • InvestorView
  • On the Regs
  • Owner to Owner
  • Structured Fixed Income Quarterly Update
  • Women & Wealth Magazine
  • The Fresh Take
  • Article
  • Audio
  • Biography
  • Blog
  • Commentary
  • Infographic
  • Interview
  • Newsletter
  • Prospectus
  • Report
  • Roundtable
  • Strategy Document
  • Strategy Fact Sheet
  • Strategy Update
  • Survey
  • Video
  • Webinar
  • Webcast
  • Whitepaper
  • ""
    November 27, 2024
    • Capital Partners
    Principal and Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • ""
    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
    Principal Kerri Mast discusses five steps for setting up a charity.
  • ""
    August 01, 2024
    • 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.
  • ""
    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.
  • A woman arranges red heart shape puzzles
    May 13, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie walks through charitable opportunities, touching on what to give, how to give, and important tax considerations.
  • ""
    May 01, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie provides five tips for vetting charitable organizations before you give.
  • ""
    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.
  • ""
    August 29, 2023
    • Capital Partners
    We review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”
  • ""
    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.
  • ""
    June 14, 2023
    • Capital Partners
    We cover key areas of the philanthropic journey, highlighting considerations when thinking about how to give back.
  • ""
    April 21, 2023
    • Capital Partners
    BBH Wealth Planner Peter Moshang discusses the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
  • ""
    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.
  • ""
    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.
  • Janine Zozaya
    May 09, 2022
    • Capital Partners
    In “Five Questions,” we speak with Janine Zozaya of Amigos de Jesús (ADJ) about her work with the organization, current challenges and opportunities ADJ is facing and how philanthropists can think about making an impact.
  • 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.
  • The philantrhopy issue: Turning up the volume: Luis and Lin-Manuel Miranda on amplifying their impact with the Hispanic Federation
    November 21, 2019
    • Capital Partners
    Senior Wealth Planner Anne Warren discusses the Miranda family’s philanthropic commitment and activity, including a new donor-advised fund program with the Hispanic Federation.
  • Ann Smead
    November 21, 2019
    • Capital Partners
    We sit down with philanthropist Ann Smead to discuss her work at the University of Colorado Boulder, the importance of measuring outcomes and her advice for today’s philanthropists.
  • Lea Culver
    November 21, 2019
    • Capital Partners
    We sit down with philanthropist Lea Culver, co-founder of fast-casual restaurant chain Culver’s, to discuss the work that is being done through the Culver’s Foundation, her personal approach to philanthropy and how she has engaged the next generation in her giving.
  • ""
    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.
  • January 22, 2019
    • Capital Partners
    Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their findings on the “generosity gene” and how to create a strong foundation for the continuity of family giving.
  • ""
    January 22, 2019
    • Capital Partners
    Laura Salibello provides tips for how to join a nonprofit board.
  • Giving at a glance: at least 70% of all chartable contributions in the United States can be attributed to individuals. Giving in the 1970s vs. 2000s*
    January 09, 2019
    • Capital Partners
    Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com



captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction