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

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Philanthropic Planning | On-Demand Webcasts

Financial Planning With Donor-Advised Funds

May 26, 2026

Paul Caspersen
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About The College | Press

Welcome Paul Caspersen, CFP®, AEP®, MS!

July 23, 2025

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Philanthropic Planning | Insights

How CAP® Study Groups Are Fueling Philanthropic Communities

November 25, 2024

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Philanthropic Planning | Insights

Ambassadors Discuss Donor-Advised Funds and More at FinServe Summit

November 26, 2024

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Ethics In Financial Services Philanthropic Planning | Insights

How to View Ethics Through the Lens of Philanthropic Planning

September 30, 2024

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Philanthropic Planning | Research

Mapping the Future of Philanthropic Advising

October 01, 2022

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Philanthropic Planning Tax Planning | Insights

Making a Tax Plan for Planned Giving

August 30, 2024

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Practice Management Philanthropic Planning Retirement Planning | Insights

FinServe Ambassador Charts Career Evolution Through Specialization

June 25, 2024

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Philanthropic Planning | Research

Philanthropic Advisors in the 21st Century

May 01, 2022

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Philanthropic Planning | Insights

The New Era of Giving: How Advisors Can Shape Philanthropic Impact

February 06, 2026

George Nichols with FinServe philanthropy panel
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Philanthropic Planning | Insights

FinServe Network Advisors Explore the Future of Philanthropy

April 18, 2023

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Philanthropic Planning | Podcasts

Making an Impact Through Philanthropic Planning

By Joellen Meckley

November 18, 2024

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Philanthropic Planning | Insights

Planned Giving With an Impact

November 15, 2024

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Philanthropic Planning | Insights

Discovering the Realities of Planned Giving

October 30, 2024

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Philanthropic Planning | Insights

Dien Yuen Joins the Be Giving Podcast

November 10, 2023

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Philanthropic Planning | Insights

What is a Donor-Advised Fund?

By Paul M. Caspersen

July 01, 2026

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Meet Our Donors

National Strategic Philanthropic Partners

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National Philanthropic Partners

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