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Seven Strategic Philanthropy Lessons


The field of strategic philanthropy is more sophisticated and complex than ever.

The field of strategic philanthropy is more sophisticated and complex than ever. The opportunities for philanthropists to make a difference are better defined. The understanding of philanthropic “best practices” has evolved.

Although mission-based philanthropy is highly individualized, there are some broadly applicable lessons. Here are seven that have risen to the top over the past seven years. You may want to discuss these lessons with your clients.

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Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach