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 (Read an Excerpt) | | Sustaining Tradition:
The Andrus Family Philanthropy Program
When the Surdna Foundation decided it wanted to involve all of the members of the founding Andrus family, they knew they were starting a formidable challenge. Historically they involved a select few members from each generation in the family's philanthropy and maintained a low public profile. Now their goal was to involve nearly 350 family members in eight branches, spread over three continents. After three years of work, planning, more work, and with the creation of the Andrus Family Philanthropy Program, a larger purpose evolved - linking the larger family around concepts of service and education. And they realized that they were creating something with potential importance far beyond the confines of their own family.
By Deanne Stone
70 pages; $30  |
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 (Read an Excerpt) | | Collaborative Grantmaking: Lessons Learned from the Rockefeller Family's Experience
An essential resource for any family considering a funding partnership! Profiles a series of collaborations initiated by members of the Rockefeller family, documenting how each was formed and organized, what problems were encountered and how these were resolved, and what was accomplished. This unique resource will help you plan and develop your own funding collaborations, while helping you identify and address potential problems at an early stage.
By Kimberly Robinson
85 pages; $30 |
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 (Read an Excerpt) | | Grantmaking With a Compass:
The Challenges of Geography
With family members living far apart, what steps can families take to build family identity and bonds that once evolved naturally from living in close proximity? How can family members whose lives have taken different paths forge a genuinely collaborative team driven by a mission derived from and embraced by the family? How are families balancing the commitment to the foundation's "home town" and their growing concern for their own region? Using stories of families, this monograph offers example of how families have dealt with these issues including: honoring the legacy of the donor; defining a mission that accommodates individual interests and needs of different communities; maintaining high standards of grantmaking practices and evaluation strategies; and allocating funds equitably.
By Deanne Stone
1999, 64 pages, $30 |
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 (Read an Excerpt) | | Grantmaking With a Purpose:
Mission and Guidelines
With case studies from families, learn how a mission statement can inform your decision making process. How can program guidelines help ensure the integrity of the mission and effectiveness of the grantmaking? This publication describes how they are developed and what factors determined mission, including donor legacy, and how they can be revisited from time to time.
By Virginia Peckham
2000, 51 pages, $30 |
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 (Read an Excerpt) | | Family Philanthropy and Donor-Advised Funds
Why and how do donors and families use donor-advised funds? What are the different management options available for these funds? This monograph uses stories of donors and families to describe how they are meeting their charitable and family goals through one of these funds. Designed as a resource for families looking at all their philanthropic options, “Donor-Advised Funds” represents a refreshing departure from other publications: issues and opportunities are explored from the perspective of the donor and the family! Includes a partial listing of organizations offering advised funds, sample documents for establishing a fund, and a bibliography of additional resources.
By Joseph Foote
2000, 84 pages, $30 |
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| | | PROFILES SERIES |
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 (Read an Excerpt) | | Creative Family Grantmaking:
The Story of the Durfee Foundation
With a relatively modest budget, the Durfee Foundation has developed an enormously creative and successful grantmaking program. How has this program evolved? What has made the work of the foundation so important to the family and the community it serves? This monograph chronicles the history of the foundation and describes its six distinctive, trustee-driven programs.
By Deanne Stone
40 pages; $25 |
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.gif) (Read an Excerpt) | | Community Kinship:
The Story of the Springs Foundation
How do family foundations retain and renew family leadership and values over time? How can a family foundation continue to reflect and serve the community to which it has been historically devoted? The experiences of the Springs Foundation are profiled in this monograph, chronicling their 50 years of service to the citizens of South Carolina. Learn how the family has dealt with both family and non-family staffing and governance, developed strategies for incorporating the views of the community, and why – among folks in their region – “Springs Foundation IS Fort Mill!!”
By Carol Robbins
35 pages; $25. |
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