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Reflection and Planning – Philanthropic Strategy in 2022

H&B's Sustainability Blog

Gioia Perugini


Blocks flipping from 2021 to 2022 New Year

I write this as we enter the new year, typically a time to reflect on the year past and make predictions for the year ahead. The last two years have been anything but normal. The enduring pandemic has reinforced skepticism about predicting the future and necessitated the adoption of a “we’ll see” attitude. But there are some constants that have emerged from our philanthropic advisory practice, as well as some adaptations over the last two years, that are worth sharing and celebrating as we close out another unpredictable year and launch into another year where anything can happen.

There is no one size fits all model of giving. There is so much written about how to approach your giving to ensure strategic philanthropy. In our experience, these can serve as guide posts and strategies to help maximize giving, yet every donor is different. Their goals and passions as well as their strategies for how best to approach their giving vary from family to family. Legacy and impact mean different things to different people. Our role as advisors is to help donors do the best giving they can based on their interests and passions as well as to respond to what is happening in the world.

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About H&B's Sustainability Blog

A blog about sustainability of the multigenerational family. Sustaining family wealth and
prosperity, unity and legacy, family enterprise and family office, philanthropy, and family lands.

Now more than ever, meeting the challenges of sustainable family prosperity and unity requires great thought, care and planning. Our hope is that this blog will inspire creative thinking, underscore significant issues, offer perspective, encourage communication and embolden you to take action toward sustaining your family’s legacy. Read more blog posts here.

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