Philanthropy Roundtable’s Joanne Florino Talks Donor Intent in Planned Giving Today
In the first of a two-part series, The Philanthropy Roundtable s Joanne Florino examines how organizations can preserve donor intent amid pushback from critics.
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Protecting Donor Intent: Why it Matters
This week Philanthropy Roundtable published a new policy primer on the importance of protecting donor intent to encourage charitable giving.
Charities face ever-increasing challenges in supporting the most vulnerable in our communities and donors face challenges in knowing their money will be used the way they intend. Ensuring the resources are available to meet these challenges depends on maintaining the trust of donors. Laws and regulations should reflect this—this is where the importance of donor intent comes into play.
Jack Salmon in Martin Center for Academic Renewal: A New Kansas Law Protects Donor Intent
In an op-ed published July 21, 2023 by The James G. Martin Center for Academic Renewal, Philanthropy Roundtable Director of Policy Research Jack Salmon applauds the Kansas legislature for its passage of the Donor Intent Protection Act, a law that will prevent the misallocation of charitable funds.
Florino in Trusts & Estates: Defining a Philanthropic Legacy Through Donor Intent
In the October edition of Trusts & Estates, which features a special report on charitable giving, Philanthropy Roundtable’s Adam Meyerson Distinguished Fellow in Philanthropic Excellence Joanne Florino and Integer LLC Principal Sara Barba describe why understanding and honoring donor intent is crucial to preserving the American tradition of private giving. They also give examples of donor intent violations that can serve as lessons for philanthropists who wish to leave a lasting legacy through charitable giving.
About Donor Intent
Honoring donor intent is one of the best ways to protect a flourishing private philanthropic sector in America. Private philanthropy is an essential element of American freedom, and central to Read more…
“Wisdom and Warnings” Video: Coors Foundation CEO Offers Insight into Protecting Donor Intent
Philanthropy Roundtable released a new video, “Wisdom and Warnings: A Conversation about Donor Intent with Carrie Tynan, CEO of Adolph Coors Foundation.”
Wisdom and Warnings: How the Controversial Move of the Barnes Art Collection Violated Donor Intent
Learn about Albert C. Barnes, an entrepreneur and philanthropist who rose from humble beginnings in Philadelphia to amass a great fortune and one of the world’s most valuable art collections.
Why Donor Intent Protections Are Critical for Philanthropic Freedom
When a philanthropist sets up a foundation with a specific purpose in mind, those wishes must be respected. But decades later, after the original donor has passed away, how does the foundation’s leadership ensure they are respecting the donor’s intent?
Sunsetting: A Conversation about Donor Intent with the William E. Simon Foundation
Established in 1967 with neither a specific mission nor a staff, the foundation was led for its first 33 years by its founder, William E. Simon, whose career history encompassed banking, private equity and public service.
Ohio Lawmakers Consider Bill to Protect Donor Intent
The Ohio state legislature is considering legislation that will provide remedies for donor intent violations.
New Challenges Facing Ohio’s Donor Intent Legislation
Joanne Florino provided testimony before the Ohio House of Representatives Committee on Higher Education and Career Readiness in support of proposed legislation that would protect donor intent in endowment agreements with public colleges and universities.
Disappointing News on Ohio Bill Offering Protection for Donor Intent
A broad Ohio education bill no longer contains language that would protect donor intent in endowment agreements with public colleges and universities.