Author: Steve Prostano

Donor-advised funds: legacy without the limits and burdens

Steve Prostano
Family Wealth Advisors
Two young men and woman sitting at wooden table looking over investment paperwork.

The donor-advised fund is the fastest-growing and most popular charitable vehicle in the U.S.

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PRI: Getting with the program

Steve Prostano
Family Wealth Advisors
Woman checking in a family of four to help with volunteer efforts

Foundations make program-related investments (PRI) to support charitable activities, with the potential return of capital within an established time frame.

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Big ideas for next generation of family wealth investors

Steve Prostano
Family Wealth Advisors
Illustration from the graphic note-taker: Welcome to Silicon Valley

Beyond family wealth, all of the attendees had something else in common: entrepreneurship and self-purpose.

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MRI: Making mission more than a statement

Steve Prostano
Family Wealth Advisors
View from inside a large, corporate rooftop greenhouse dome.

Broadly speaking, MRI are financial investments that follow an organization’s mission, with a goal of generating both social and financial return.

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