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  • person looking through telescope at night
    November 28, 2022
    • Private Banking
    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.”
  • Illustration of woman overlooking her investments.
    November 28, 2022
    • Private Banking
    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. Article written by Kaitlin Barbour.
    • Private Banking
    We outline key year-end opportunities as it relates to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • Person putting a coin into a donation box.
    November 09, 2022
    • Private Banking
    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.
  • people wearing surgical masks
    June 30, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • Five hands holding numbered hearts
    June 24, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.
  • A pair of hands shaking in the shape of a heart
    June 14, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • A scale weighing time and money with a blue background
    May 24, 2022
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to help mitigate negative impact.
  • illustration of multigenarational women with a female hand donating money into a collection can.
    May 09, 2022
    • Private Banking
    In this issue’s “By the Numbers,” we highlight the research of the Women’s Philanthropy Institute at the Indiana University Lilly School of Philanthropy and trends in women’s philanthropy, including women’s influence on household giving, the growing popularity of giving circles and the increase in giving to women and girls.
  • International Philanthropy Supporting Causes -Cover
    May 09, 2022
    • Private Banking
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
  • Janine Zozaya-cover
    May 09, 2022
    • Private Banking
    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.
  • Portrait of Dr. Tyrone McKinley Freeman.
    December 03, 2021
    • Private Banking
    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.
  • Extended Family Group Walking By Lake
    July 13, 2021
    • Private Banking
    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.
  • Colorful hand reaching for other colorful hands with butterflies in the background
    June 02, 2021
    • Private Banking
    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.
  • line art of hands & heart on pink background
    February 24, 2021
    • Private Banking
    We discuss the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
  • Gray fingerprint close-up
    December 02, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • Blue scale with White House and Capitol Building with black background
    October 26, 2020
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain limits and which are prohibited altogether.
  • Jeannie Infante Sager
    October 01, 2020
    • Private Banking
    In “Five Questions,” Jeannie Infante Sager, the director of the Women’s Philanthropy Institute, discusses the importance of women’s giving, how women philanthropists have responded to COVID-19 and shifts she has seen in methods of giving during the pandemic.
  • Black and white horizontal stripes
    May 26, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.
  • Tiny people collecting goods for charity into huge donation box
    May 12, 2020
    • Private Banking
    During this time of need, many people are looking to make an impact with charitable giving. Wealth Planner Nicole Jackson Leslie shares how you can vet your chosen charity.
  • Crowd of forming a donation symbol on white background
    May 05, 2020
    • Private Banking
    Wealth Planner Nicole Jackson Leslie walks through charitable opportunities during this time of crisis, touching on what to give, how to give and tax considerations.
  • Red white and blue background with stars and the wrods "charity", "social", "protect", and "save"
    January 09, 2020
    • Private Banking
    Senior Wealth Planner Anne Warren explores options for U.S. citizens, residents and charitable organizations seeking to incorporate international giving into their philanthropic efforts.
  • InvestorView - The Philanthropy Issue: Turning Up the Volume
    November 21, 2019
    • Private Banking
    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.
  • Family of four running up the beach
    November 21, 2019
    • Private Banking
    We cover key areas of the philanthropic journey, highlighting considerations when thinking about how to give back.
  • Image of Anne Smead
    November 21, 2019
    • Private Banking
    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 in front of Culver Suppor Center
    November 21, 2019
    • Private Banking
    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.
  • hands holding a cartoon globe with hands on it, peace sign, handshakes
    November 21, 2019
    • Private Banking
    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.
  • Family of seven in front of a truck and hay bail
    January 22, 2019
    • Private Banking
    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.
  • Red Paper airplane in the sky above white fluffy clouds
    January 22, 2019
    • Private Banking
    Laura Salibello provides tips for how to join a nonprofit board.
  • Text that reads "Giving at a glance" and a cartoon hand putting money into a donation jar
    January 09, 2019
    • Private Banking
    Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.
  • two hands held with their palms facing up
    July 27, 2017
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals.

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