Through dedicated partnership and expertise, we help our clients develop strategic philanthropic strategies and optimize their investments in the community.

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Foundations and Non-Profits
Financial Planning

William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities.

The growth of donor-advised funds, a drive among donors to be more engaged with charities, the new tax law, impact investing are reshaping philanthropy.

William Blair led a celebration of National Philanthropy Day on November 15 by hosting more than 100 community leaders to mark the deep impact that philanthropy has on society.

Conversations from the Heart showcased a panel of philanthropists sharing the challenges and successes of being intentional about the future of giving.

For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.

By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.

Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

Learn how we have worked to integrate ESG factors into our investment process, with specific examples from the consumer discretionary and consumer staples sectors.

An individual who is philanthropically inclined may find that contributing appreciated securities with long-term unrealized gains directly to a donor-advised program can be a tax-efficient way of giving.