cb3 tertiary banner

Discover Our Insights

Learn more about the Center for Philanthropy and Social Impact’s philanthropic planning resources, research, events, and more.

ab3 resource grid
14 Results
Photo of George speaking to advisors
heart icon click to save

Philanthropic Planning | Insights

Ambassadors Discuss Donor-Advised Funds and More at FinServe Summit

November 26, 2024

Three friends studying together in the library
heart icon click to save

Philanthropic Planning | Insights

How CAP® Study Groups Are Fueling Philanthropic Communities

November 25, 2024

Shares Podcast Logo
heart icon click to save

Philanthropic Planning | Podcasts

Making an Impact Through Philanthropic Planning

By Joellen Meckley

November 18, 2024

CAP advisor working with a retired couple
heart icon click to save

Philanthropic Planning | Insights

Planned Giving With an Impact

By Jennifer Lehman

November 15, 2024

Male and female colleagues sitting and talking together in the office
heart icon click to save

Philanthropic Planning | Insights

Discovering the Realities of Planned Giving

October 30, 2024

Financial planner working with client at home
heart icon click to save

Ethics In Financial Services Philanthropic Planning | Insights

How to View Ethics Through the Lens of Philanthropic Planning

September 30, 2024

Image banner with headshot of Andrew Tudor
heart icon click to save

Financial Planning Philanthropic Planning Retirement Planning | Insights

FinServe Ambassador Charts Career Evolution Through Specialization

June 25, 2024

Be Giving Podcast Logo image
heart icon click to save

Philanthropic Planning | Insights

Dien Yuen Joins the Be Giving Podcast

November 10, 2023

George Nichols with FinServe philanthropy panel
heart icon click to save

Philanthropic Planning | Insights

FinServe Network Advisors Explore the Future of Philanthropy

April 18, 2023

Three financial advisors walking together in the park
heart icon click to save

Philanthropic Planning | Research

Mapping the Future of Philanthropic Advising

October 01, 2022

Knowledge Hub Teaser Image
heart icon click to save

Philanthropic Planning | News

A Conversation with Dien Yuen, JD/LLM, CAP®, AEP®

September 06, 2022

Knowledge Hub Teaser Image
heart icon click to save

Philanthropic Planning | Research

Philanthropic Advisors in the 21st Century

May 01, 2022

Knowledge Hub Teaser Image
heart icon click to save

Philanthropic Planning | On-Demand Webcasts

Donor-Advised Funds: From Passion to Lasting Impact

July 08, 2020

14 Results
Photo of George speaking to advisors
heart icon click to save

Philanthropic Planning | Insights

Ambassadors Discuss Donor-Advised Funds and More at FinServe Summit

November 26, 2024

Three friends studying together in the library
heart icon click to save

Philanthropic Planning | Insights

How CAP® Study Groups Are Fueling Philanthropic Communities

November 25, 2024

Shares Podcast Logo
heart icon click to save

Philanthropic Planning | Podcasts

Making an Impact Through Philanthropic Planning

By Joellen Meckley

November 18, 2024

CAP advisor working with a retired couple
heart icon click to save

Philanthropic Planning | Insights

Planned Giving With an Impact

By Jennifer Lehman

November 15, 2024

cb23 donor tiers

Meet Our Donors

National Strategic Philanthropic Partners

National Philanthropic Partners