Advisors and Consultants

What are donor-advised funds?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

Think of a donor-advised fund as a personal philanthropy checking and savings account. An individual donor, couple, or family creates an account (a donor-advised fund) by transferring assets to a sponsor or sponsor organization, such as a community foundation, a religious federation, or a commercial gift fund. … Read More

Strategic Lifespan Peer Network: Built for the Long Haul

Posted on March 6, 2019 by Barbara Kibbe, Lois Mitchell

Built for the Long Haul: Equipping Grantees to Succeed When Your Funding Stops Remote Learning: A Discussion Held Via Video Chat & Phone Navigating a spend-down foundation can be challenging. We heard from the peer network that 70% of you were working on the strategy of sustaining grantees & collaborations with investments in capacity. Gather together to discuss strategies to… Read More

Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services

Posted on February 28, 2019 by Gary Butterworth, Samuel Clark, Michelle Beisker, Susan Willey, Tony Macklin

An increasing number of consultants, wealth management firms, Donor-Advised Fund sponsors, and more are positioning themselves as trusted guides in families’ philanthropic journeys. They’re answering families’ questions about social impact, values alignment, successor generation preparation and engagement, and more.   Will your community foundation maintain a competitive advantage in that marketplace? Will you be positioned as a trusted resource beyond grants… Read More

Engaging Next Gen Peer Network: Supporting Youth Ages 0 to Age 14

Posted on February 26, 2019 by Julien Goulet, Michelle Knapik, Neil Gobioff

Join Julien from Longbrake Family Foundation who is working to engage their next gen as a non-family staff. We will gather to share resources, needs, and goals/ desired outcomes for this special age group to figure out next steps for those working across experiences and levels. We’re excited for this special start to 2019 led by one of your peers… Read More

Strategic Lifespan Peer Network: The Final Chapter

Posted on January 28, 2019 by Barbara Kibbe, Lois Mitchell

The Final Chapter: Planning for a Smooth Conclusion Remote Learning: A Discussion Held Via Video Chat & Phone Spending up or leaving a legacy? As your foundation plans for your strategic and limited lifespan, do you plan to support organizations with legacy grants or an endowment for specific causes your family or fund may have founded? How do you honor… Read More

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