Racanelli

Ms. Racanelli also says some families ask heirs to commit a certain amount of volunteer time to a cause before earning a board seat on the family foundation.

How to Raise a Philanthropist Veronica Dagher 2011

To teach the younger generation advocacy skills, Ms. Racanelli may recommend heirs research a cause and then make a "pitch" to their family to obtain funds from the family's foundation or donor-advised fund.

How to Raise a Philanthropist Veronica Dagher 2011

Family Meetings Facilitating family meetings are one way advisers are helping clients pass on their philanthropic values to the next generation, says Janine Racanelli , head of the New York-based J.P. Morgan Private Bank Advice Lab, a unit of JPMorgan Chase & Co., which develops analytical tools that help high-net worth individuals and families.

How to Raise a Philanthropist Veronica Dagher 2011

Ms. Racanelli also says some families ask heirs to commit a certain amount of volunteer time to a cause before earning a board seat on the family foundation.

How to Raise a Philanthropist Veronica Dagher 2011

Family Meetings Facilitating family meetings are one way advisers are helping clients pass on their philanthropic values to the next generation, says Janine Racanelli , head of the New York-based J.P. Morgan Private Bank Advice Lab, a unit of JPMorgan Chase & Co., which develops analytical tools that help high-net worth individuals and families.

How to Raise a Philanthropist Veronica Dagher 2011

To teach the younger generation advocacy skills, Ms. Racanelli may recommend heirs research a cause and then make a "pitch" to their family to obtain funds from the family's foundation or donor-advised fund.

How to Raise a Philanthropist Veronica Dagher 2011

Changing Priorities "Top-down giving"—where the family's philanthropy is often dictated by the older generation and then taken over by the younger one—is taking a back seat with many clients, says Ms. Racanelli.

How to Raise a Philanthropist Veronica Dagher 2011

Changing Priorities "Top-down giving"—where the family's philanthropy is often dictated by the older generation and then taken over by the younger one—is taking a back seat with many clients, says Ms. Racanelli.

How to Raise a Philanthropist Veronica Dagher 2011

"Capturing a change in the rates makes a difference, but the bigger play is putting in assets where you expect a sudden spike in value," says Janine Racanelli, head of JPMorgan Private Bank's Advice Lab.

Giving, The Tax-Free Way 2009

Although some investors like to buy a wide range of oil-related companies in advance of an upswing in energy demand, the current situation calls for a more sophisticated approach, Racanelli argues.

Schlumberger Up After Barron's Nod 2009