Resources for Philanthropy

Pacific Northwest Capital Scan

The 2016 Pacific Northwest Capital Scan is a central outcome of our collaboration with the University of Oregon’s Business Innovation Institute, the Oregon Business Consulting Group, and several key regional stakeholders. This Capital Scan highlights trends across the investment ecosystem in the Pacific Northwest and broadly focuses on the emerging field of impact investing. Download the Pacific Northwest Capital Scan Read our blog article on the Pacific Northwest Capital Scan  Read more »

Choosing a Giving Vehicle

What’s a good personality fit for you? A TYPICAL SITUATION You have a heart for giving back and are thinking about whether or not you should establish a vehicle for your philanthropy. There are many options: a private foundation, a donor advised fund with a financial institution or community foundation, a supporting organization, or any number of trust or annuity options. Maybe you’re considering a giving vehicle because of tax, estate planning or financial considerations. Or simply because... Read more »

Tiedemann Advisors

Threshold Group is Now a Part of Tiedemann Advisors

A Q+A with Mike Tiedemann: “The Future of the Threshold + Tiedemann Partnership”

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