Insight
External publications
- 'Returning to territoriality in charitable tax reliefs,' Charity Finance - May 3, 2023, authored
- 'Comparing Foundation Minimum Distribution in the US, Canada, and the UK,' Withers Insight - February 2, 2022, co-authored
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'Philanthropy 2021 - ‘Doing Better At Doing Good',' IFC - July 7, 2021, author
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'Trust-based philanthropy and the foundation board,' Taxation of Exempts - February 12, 2021, author
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'Power and neutrality: An advisor's role in philanthropy and society,' Philanthropy Impact Magazine - January 26, 2021, author
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'Philanthropy Needs to Rise to the Moment of the Racial Justice Movement,' Barron's - September 25, 2020, author
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'Where Are The Billionaires Today One Year After Notre Dame?' Forbes - April 15, 2020, quoted
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'Coronavirus and Giving,' WealthManagement.com - April 2, 2020, author
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'How Philanthropists Are Helping During the Crisis,' The New York Times - March 27, 2020, quoted
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'Charities Fighting Coronavirus Are Left Struggling,' Forbes - March 24, 2020, quoted
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'Coronavirus: Philanthropy and charities,' Withers Insight - March 16, 2020, author
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‘Reputation and the Nonprofit Director: Fiduciary Challenge in the 24-Hour News Era,' New York Law Journal - March 2, 2020
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'Reputation and the Nonprofit Director: Fiduciary Challenge in the 24-Hour News Era,' York Law Journal - March 2, 2020
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'When forever is too long: the rise of spending down in philanthropic foundations,' STEP Journal - October 2019
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'Global Tax Transparency and the Nonprofit Sector,' __ New York Law Journal - July 25, 2019
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'Making grants overseas: a refresher on HMRC rules for charities', Charity Tax Group (May 2019)
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'Philanthropy in the era of 'Toxic Donations' - expert view,' __ Spear's - May 29, 2019
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'Government Support of Journalism: Canada's New Qualified Donee Meets a UK Review - Parts I and II,' - The Canadian Taxpayer - May 2019
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“Incentivising truth and democracy: UK and Canadian developments in public interest journalism" - Alliance (April 2019)
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'Complex Gifts and International Giving Vehicles,' CASE International Advancement: North American Strategies for Global Alumni Relations and Fundraising - January 2019
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'Charities and Cryptocurrency' - STEP Journal (May 2018)
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'Charities and the Criminal Finance Act 2017 - STEP Webinar (March 2018)
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'Avoiding Family Philanthropy Pitfalls,' Family Business Magazine - January/February 2018
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'Giving solutions for the Multi Family Office' - The International Family Offices Journal (June 2017)
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'Charity investment - Integrating Money and Mission', Philanthropy Impact Magazine (April 2017)
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'Giving and receiving: Philanthropy and the giving spectrum' - Law Society's PS magazine (December 2016)
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International Families and their Philanthropy: Jurisdiction and Structure Choices', Trusts and Estates - 2016
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'Foundation investment - Integrating Money and Mission', Philanthropy Impact Magazine - 2016
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'Wake-Up Call For UK Charities - The Common Reporting Standard Is Here', Global Tax Weekly - May 2016
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'Common Reporting Standard and Charities', Charity Tax Group Annual Conference - April 2016
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'International families and their philanthropy: jurisdiction and structure choices', Trusts and Estates - 2016
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'Foundation investment - Integrating Money and Mission', Philanthropy Impact Magazine - 2016
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'Where can I earn more interest on church savings?', Financial Times - Your Questions - May 2015
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‘Philanthropy and the international family', Offshore Investment - August 2014‘A pivotal moment for Gift Aid', Finance Focus - October 2013
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‘The business of family business giving', Campden FB - April 2013
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‘Dispatches from the Philanthropy Front Line', Philanthropy Impact - March 2013
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'Charities: Implications of FATCA', Governance & Compliance (with Kristin Konschnik) (November 2012)
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'Investing in the US', Charity Finance (with Kristin Konschnik) - November 2012
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'Anglo-American Philanthropy in a time of fiscal crisis', Offshore Investment (with Richard Cassell) - July 2012
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'The Giving White Paper one year on', The Guardian - June 2012
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'Technical Briefing - the tax relief cap: a lawyer's view', Charity Finance - April 2012
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'Technical Briefing: Proposed reduced rate of Inheritance Tax', Charity Finance - August 2011
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'Philanthropy and the Non-Domiciliary', STEP Journal - August 2011
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'Philanthropy Review: A call to Action', The Guardian - July 2011
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'Giving to the Full', The Lawyer - June 2011