Passages:
Exploring Key Issues in Family Giving

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Family Governance: A Primer for Philanthropic Families
This issue paper focuses on the principles, practices, and policies of family governance. Typically, a family's philanthropy, whether formal or less structured, is only one of a number of ways in which family members interact with one another. This article aims to help philanthropic families understand the theory and practice of effective family governance.

By Patricia Angus
November 2004, 10 Pages

     

 

 

 

 

 


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Becoming More Than We Are: Ten Trends for Family Giving
Changes in the world over the past twenty years -- economic, environmental, global, and social -- have inexorably
changed the nonprofit and philanthropic sectors. Family
philanthropy, once quiet and private, has become much more
public and transparent. As a way to help make sense of some of this, this issue of Passages takes a look at ten trends driving and shaping the family philanthropy scene.

By Deborah Brody Hamilton
August 2004, 10 Pages

     

 

 

 

 

 


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Growing to Give: Instilling Philanthropic Values in Teens and Preteens
The teenage years can be the most tumultuous ones - particularly for parents! This issue of Passages describes some of the first steps parents can take to help their children become philanthropic and provides examples of what parents can do for their preteens (10-12) and teenagers (13-18) to involve them in family philanthropy.

By Darlene Siska
August 2004, 12 Pages

 

     

 

 

 

 

 


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Families In Flux: Guidelines for Participation in Your Family’s Philanthropy
Family members marry, divorce, remarry, form domestic partnerships and, in many cases, move far away from the family home. With families growing ever more complex, varied, and far-flung, foundations and donor-advised funds need clear guidelines regarding who participates in their philanthropy and in what roles. This Passages report addresses changing family composition and circumstances and how philanthropic families may deal with them.

By Deanne Stone
May 2004, 12 Pages

 

     

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  Demystifying Decision-making In Family Philanthropy  
The notion of selecting a method to use in making a decision is foreign to many family foundations and advised funds. Getting board members to agree can be difficult enough. Why would foundations and advisory boards want to add yet another step to the process? Many family foundations follow the decision-making procedures established in their bylaws. Typically, the bylaws require a majority vote or consensus to set or change policies, and foundation boards use these methods to make all decisions.

This issue of Passages describes different kinds of decisions made under varying conditions and circumstances require different decision-making methods. Routine or minor decisions are often best be left to one person or a subcommittee, while more complex or highly charged matters may require the say of all board members.

By Ann Shulman
September 2003, 12 pages, $20

     

 

 


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  Successful Succession: Inspiring and Welcoming New Generations of Charitable Leaders  
This new edition of Passages by National Center President Virginia Esposito describes why, when, and how your family foundation's board can prepare the next generation for charitable service. Esposito provides descriptions, examples, and pointers for "12 Tips for Successful Succession." These practical and proven strategies will be of interest to any family thinking about or going through a succession process.

By Virginia M. Esposito
July 2003, 8 pages, $20

     

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Giving Until It Hurts:
Coping With a Tough Economy
 
M
any nonprofits continue to deal with the repercussions of what several commentators have described as the "Perfect storm" for the field of philanthropy. Decreased individual giving, lower foundation assets, and increased need have all contributed to the nation's biggest philanthropic crisis in decades. This timely issue paper examines the creative strategies that some individual donors and foundations are using to help their nonprofit partners in these tough times, and puts the current crisis in historical context. A terrific thought paper for a board or family discussion!

By Deborah Brody Hamilton
February 2003, 8 pages, $20                     

     
     

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Difficult Discussions in Difficult Times
This Passages issue paper offers suggestions for preparing for and responding to the effect of crises of different magnitude on philanthropic families. These include personal crises such as death, illness, and interpersonal conflicts, as well as community and national crises – including natural disasters, riots, economic recession, and terrorism.

By Deanne Stone
September 2002, 8 pages, $20      

              

     
     

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Managing Conflict and Family Dynamics
In Your Family's Philanthropy

Philanthropic families face challenges in managing their conflicts from a family dynamics perspective as well as from a philanthropic perspective. This Passages issue paper defines conflict in family philanthropy and describes how conflicts typically surface in families that give; offers advice and guidance from experts on how to manage these conflicts; shares stories of families who have experienced conflict and describes how they have addressed this conflict; and suggests resources for further reading and skill building in this area.

By Deborah Brody Hamilton
July 2002, 8 pages, $20                             

     

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Discretionary Grants: Encouraging Participation... or Dividing Families?
The practice of discretionary grantmaking brings out a wide variety of responses. This Passages issue paper looks at the common reasons that families use or opt not to use discretionary grants, and the typical process that is used to make these types of grants. The paper also examines how different approaches to discretionary grants can support or hinder the work of the foundation, and the legal regulations regarding these practices.

By Jason C. Born
September 2001, 8 pages, $20   

     
     

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Board Compensation:
Reasonable and Necessary?

Deciding whether to compensate or reimburse family foundation board members can be a difficult and complex decision. This comprehensive issue paper provides guidance on the legal regulations regarding compensation, suggestions for how to initiate a conversation among your board members about whether or not compensation is appropriate, and suggestions for how to develop a written policy based on this conversation.

By Jason C. Born
June 2001, 6 pages, $20