Advisors and Consultants

For Youth by Youth: Family Foundations from a Youth Perspective

Posted on March 30, 2015 by Isabel Griffith, Justin McAuliffe, Kylie Semel, Mike Tracy

Giving with your family can be fun! Be inspired by the stories of a how a number of young people are involved in their family's philanthropy. Learn with your peers about how philanthropy can help you gain skills, get to know your family better, enhance your community, and benefit causes you care about to make the world a better place. … Read More

Toeing the Line: Legal Pitfalls in Family Foundation Governance

Posted on December 11, 2014 by Andrew Schulz

Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? … Read More

Igniting the Spark: The Community Foundation for Greater Atlanta

Posted on December 11, 2014 by Community Foundation for Greater Atlanta, Youth Philanthropy Connect

In 2001, The Community Foundation for Greater Atlanta launched the Center for Family Philanthropy. The focus of the Center was two-fold: (1) to provide a higher level of services to philanthropists with donor advised funds of $250,000 or more, or a planned gift of $1M or more; and (2) to engage donors with families in philanthropy. There are approximately 200… Read More

Igniting the Spark: Foundation for Metrowest

Posted on December 11, 2014 by Youth Philanthropy Connect

The Foundation for MetroWest, based in Natick, Massachusetts, has been committed to educating the next generation of community leaders through the Youth in Philanthropy (YIP) program since 1997. In that time, over 900 youth from MetroWest communities have funded nearly $700,000 in grants that support youth. This case study describes their history of youth engagement and programming, and new strategies… Read More

Executive director’s annual performance review

Posted on December 8, 2014

Planning & Organizing: Demonstrates an understanding of the Foundation’s mission and priorities; establishes effective courses of action to implement the goals and objectives set forth in the strategic plan. Judgement & Decisiveness: Makes well-timed and sound decisions; meets deadlines; solves problems promptly; sets appropriate priorities for tasks. Initiative: Sets high goals/standards of performance for self and others; originates action rather… Read More

So You Want to Be a Family Philanthropist?

Posted on August 14, 2014 by Julia Kittross, Kathy Edwards, Sue Miller

Sometimes philanthropy is done purely for altruistic reasons, but often there are other motivations. Donors with an interest in engaging their family in shared philanthropy must review both the tax implications and administrative costs of the charitable vehicle(s) they consider, as well as the degree of control and influence they wish to retain for years, and perhaps generations, to come… Read More

Investment Policy Statement (Hattie M. Strong Foundation)

Posted on July 29, 2014

The purpose of this Investment Policy Statement is to: Document and formalize Hattie M. Strong Foundation investment philosophy, portfolio goals, expectations, objectives and guidelines; Set forth specific process and asset allocation targets for managing the portfolio to achieve the Foundation’s goals; Establish rebalancing guidelines to manage portfolio risk; Facilitate effective communication between investment professionals and the Foundation’s governing board; Comply… Read More

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