Category Archives: Philanthropic Investment Strategy

Mission Related Investing for Individuals

In my column on the future of wealth management and philanthropy that appeared in Wealth Manager magazine last November I wrote: Mission related investing (MRI) is the term used to describe investments made by philanthropic entities in the pursuit of both financial and social returns. Unlike traditional socially responsible investing that relies on “negative screening”—the [...]

Wealth Management & Philanthropy

This article appears in the November issue of Wealth Manager magazine. It chronicles the way that I think the wealth management industry is currently underserving their clients when it comes to philanthropy and social investing. The Next Wave: Part Three By Sean Stannard-Stockton Originally Appeared: Wealth Manager Magazine, November 2008 This is Part 3 of [...]

Wealth Management & Philanthropy

This article appears in the November issue of Wealth Manager magazine. It chronicles the way that I think the wealth management industry is currently underserving their clients when it comes to philanthropy and social investing. This is Part 1 of 3. Please read part 2 and part 3. The Next Wave: Part One By Sean [...]

SoCap 2008: New Wealth Management Panel

I just moderated what ended up being a standing room only session at SoCap 2008. Don’t tell the fire marshal, but the the audience was a exponentially larger than the room posted limit of 49. It was actually rather exciting to see the “demand” side of equation for social investments beyond capacity and to see [...]

Social Capital Markets Conference

From October 13-15, in San Francisco, the Social Capital Markets Conference (SoCap08), will bring together a rock star line up of the social capital movement. Speakers include: Matthew Bishop | THE ECONOMIST Jed Emerson | BLENDED VALUE Doug Bauer | ROCKEFELLER PHILANTHROPY ADVISORS Carla Javits | REDF Jim Fruchterman | BENETECH In addition, there will [...]

Tactical Philanthropy as a Growth Industry

Recently Wealth Manager magazine wrote a very nice article about the growing trend of wealth management firms specializing in serving philanthropists and positioned my firm, Ensemble Capital Management, as being on the leading edge. Strategy without tactics is the slowest route to victory, wrote Sun Tzu in The Art of War. Twenty-six centuries later, acknowledging, [...]

The Foundations of Tax-Efficient Giving

This is my most recent On Philanthropy Column for the Financial Times. You can find an archive of past columns here. The Foundations of Tax-Efficient GivingBy Sean Stannard-StocktonMay 10, 2008: Link to original story on FT.com Many people think of charitable giving as an item in their annual budget, and measure it as a percentage [...]

Ensemble Capital is Hiring

Those of you who are regular readers know that I am a partner in an investment management firm that serves philanthropic families. The last couple of years has been quite a ride as our growth and media exposure has increased. Now we need some new people to join us. If you or anyone you know [...]

Charitable Lead Trust Trend

My most recent column in the Financial Times discusses the coming boom in charitable lead trusts and how they can be used to prepare children for responsible oversight of wealth. I don’t write the headline of my columns, so I laughed out loud when I saw the headline writer had titled my column “Children need [...]

Philanthropic Planning Models