Advisors and Consultants

Death, Legacy, and Leadership Transition

Posted on October 12, 2020 by Elaine Gast Fawcett

The death of a foundation leader or senior family member is likely the most emotional change a foundation will undergo. Suddenly, or not so suddenly, family members and the board face grief and loss, and also an onslaught of financial, legal, and organizational issues. How can you plan ahead, as a foundation and as a family? And how can you… Read More

Values-based Leadership for the Future of Health: A Conversation with Barbara Bush and Global Health Corps

Posted on October 5, 2020 by Joanna Galaris, Barbara Bush, Sandra Isano, Heather Anderson

Join us in welcoming to our virtual stage Global Health Corps (GHC) Co-Founder and Board Chair Barbara Bush and CEO Heather Anderson. Barbara will share a brief history of her inspiration and initial vision for the organization, and then engage in a conversation with other panelists that illuminates GHC’s journey from launching as a small startup in 2009 to building… Read More

The Evolution of Family Philanthropy: The DR Fund Shares Lessons Learned from 30 Years of Giving

Posted on October 1, 2020 by Camilla Rockefeller, David Rockefeller, Jr., Nicholas A. Tedesco, Lukas Haynes

Philanthropy is an ever-evolving effort—as the world and family shifts, so too must a family’s philanthropy. This nimbleness and ability to adapt is a hallmark of the Rockefeller family, and The David Rockefeller Fund’s 30 year history reflects the fact that while change is inevitable and necessary, it can remain rooted in the values and legacy of family. This discussion… Read More

The Materiality of Sustainability for Investors

Posted on September 8, 2020 by Cambridge Associates

Sustainability is increasingly material to investment returns. In this paper, experts from Cambridge Associates discuss five prominent trends that are likely to have relevant implications for investment portfolios over the long term. The five trends we highlight — climate change, multi–stakeholder driven society, resource degradation, demographic challenges, and technological revolution — all warrant attention from investors, even if they have… Read More

The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action

Posted on September 8, 2020 by Cambridge Associates

Family offices and family foundations are among those leading the movement to integrate values and investment strategy through impact investing. Families pursue impact investing for a variety of reasons, ranging from alignment with personal values and philanthropic goals to risk mitigation and long-term out performance to a desire to influence broader social and environmental challenges facing society. This paper from… Read More

Racial Equity Investing: The Time is Now

Posted on September 8, 2020 by Cambridge Associates

As we all grapple with the COVID-19 pandemic alongside widespread protests after the deaths of George Floyd and others, many asset owners are trying to determine how they can activate their investment portfolios to advance racial and social equity more broadly. In 2018, experts from Cambridge Associates reviewed the state of social equity investing, with a focus on racial equity… Read More

Pathways to Sustainable Investing: Insights from Families and Peers

Posted on September 8, 2020 by Cambridge Associates

Every day, wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact. Based on observations over the years, we have developed a framework… Read More

Impact Investing Handbook: An Implementation Guide for Practitioners

Posted on August 31, 2020 by Patrick Briaud, Rockefeller Philanthropy Advisors, Steven Godeke

The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek… Read More

Participatory Grantmaking: Has Its Time Come?

Posted on August 25, 2020 by Cynthia Gibson

The paper synthesizes several existing participatory frameworks, identifies common components, and applies these to philanthropy as a “starter” framework that can, hopefully, be used as a springboard for ongoing discussion and development among grantmakers and non-grantmakers. The paper explores whether these existing frameworks—or at least key components of them—can be applied to institutional philanthropy by proposing a starter framework for… Read More

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking

Posted on August 24, 2020 by Cynthia Gibson

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking looks at why and how funders are engaging in participatory grantmaking and shifting decision-making power to the very communities impacted by funding decisions. Through examples and insights from a diverse range of participatory grantmakers, the report explores the benefits, challenges, and models of participatory grantmaking… Read More

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