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 […]
Category Archives: Philanthropic Investment Strategy
Wealth Management & Philanthropy
November 26, 2008 – 11:35 am
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 […]
Tactical Philanthropy as a Growth Industry
August 18, 2008 – 10:11 am
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
May 15, 2008 – 9:00 am
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
February 21, 2008 – 5:56 pm
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
October 29, 2007 – 9:12 am
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
August 24, 2007 – 8:37 am
Phil Cubeta recently had an insightful post about the three types of “advisors” that philanthropic families usually turn to for help: People use the same terms to describe different things. When I ask those who call themselves philanthropic planners to describe their process they all say, I meet with clients to set goals. Then we […]
