Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 156: Erik Whaley, President, Bon Secours St. Francis Foundation
Dos Toros - Maintaining Culture While Scaling (and Having Fun)
Join us for a fun look at clips from the Netflix movie Holiday in the Wild, and an engaging conversation about cross border philanthropy and its immense importance to a global ecosystem of positive change. We will use the...more
On this week’s episode, Matthew and Heather chat with Erik Whaley, President of the Bon Secours St. Francis Foundation, a charitable organization supporting the health system’s mission. Tune in to hear Erik share how he got...more
As charitable grant making becomes more sophisticated and program oriented, granting organizations are employing increasingly complex and comprehensive grant agreements. In addition to standard terms describing grant amounts...more
While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable giving and its impact....more
A pressing question for many philanthropists is: how far can their push for diversity in grantmaking efforts go, without hindering their tax-exempt status? Grant recipients, alike, must comply with various regulatory and...more
Welcome to the fourth edition of our Private Client Bulletin, bringing you the latest private client and trust news and insights from Bermuda, the Cayman Islands, BVI and Asia....more
With its well-respected regulatory regime and highly regarded professional services industry, Bermuda is an ideal location for the creation of an international charitable structure. Companies and HNW families and individuals...more
As the coronavirus continues to affect societies across the world, many people are thinking about what they could do to help. Communities everywhere are experiencing financial hardship as businesses close and jobs are cut,...more
A last minute addition to the budget appropriations bill enacted by Congress this month has created new opportunities for philanthropic planning. Section 41110 of the bill creates a limited exception from the private...more
The Internal Revenue Service (the “IRS”) has issued Notice 2017-73 (the “Notice”) which outlines approaches the Department of the Treasury (“Treasury”) and the IRS are considering with respect to the regulation of certain...more
On November 2, 2017, House Ways and Means Committee Chairman Kevin Brady (R-TX) introduced H.R. 1, the “Tax Cuts and Jobs Act” (the “Bill”). At over four hundred pages, the Bill promises substantial changes to the Internal...more
On April 26, National Philanthropic Trust, a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, launched a website on the History of Modern Philanthropy. The...more