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In our recent publication, A Guide to Meaningfully Engaging Next-Generation Adults in Your Philanthropy, we explore ways for those who are currently managing a family’s philanthropy to thoughtfully welcome next-generation adults. While so many of the formal transition responsibilities lie with the philanthropy’s current leaders, the incoming adult leaders also have several opportunities position themselves for success and to actively Read More

In recent years, the philanthropic landscape has evolved in response to issues of equity and justice. Consequently, many donor families seek guidance and support from philanthropic advisors to help them navigate the complexities of these shifts, ensuring that philanthropic efforts align with and are informed by the communities they serve.  As families work to translate their philanthropic purpose to impact Read More

As I look back at the past few years, it’s clear that the challenges we faced as a society and as a sector have been unrelenting. It’s also been a time of great promise. Many families have shifted their philanthropic practices to respond to urgent and entrenched problems. They have taken bigger risks, leaned into trust, listened to communities, and Read More

The success of family philanthropy is dependent on the willingness of the family to embrace an ecosystem of partners. In fact, the most effective philanthropic leaders recognize that the family operates in relationship to many others—most importantly community and staff members. Embracing an ecosystem approach to philanthropy, which focuses on building and respecting relationships to others in the system, is Read More