Advisors and Consultants

Effective Family Philanthropy: The Tarsadia Foundation

Posted on May 26, 2023 by Ade Adeniji

Passing the Torch: A Family Foundation Empowers Dozens of Young Philanthropists Founded in 1999 and headquartered in Newport Beach, California, Tarsadia Foundation supports nonprofit organizations that provide educational opportunities for the underserved, support health and wellbeing of the community, and help people find employment. It’s also one of a growing number of charities that aims to rethink how youth and… Read More

Rural Funders Peer Network: Connecting with Peers to Share Successes and Opportunities

Posted on May 23, 2023 by Erin Borla, Wynn Rosser

Use this opportunity to share experiences of best practices for working in rural areas, discuss tactics and strategies, and connect with funding and partnering opportunities to leverage your investments and increase impact. This conversation will focus on successes and opportunities. Please come prepared to share! Some questions to consider: What initiatives are you attempting? What are you funding? What is happening… Read More

Effective Family Philanthropy: The Roundhouse Foundation

Posted on May 23, 2023 by Ade Adeniji, Inside Philanthropy

How the Family Behind a Sportswear Behemoth Is Expanding Its Philanthropy for Rural Communities In 1937, Paul Lamfrom fled Nazi Germany and later founded Columbia Hat Company, a modest hat manufacturer in Portland, Oregon. When Paul passed away, the company’s reins were handed over to his son-in-law, Neal Boyle, who’d been working for him. After Neal died suddenly in 1970,… Read More

Effective Family Philanthropy: The Sobrato Family

Posted on May 17, 2023 by Ade Adeniji

The Personal and the Collective: How Three Generations of the Sobrato Family Give The Sobrato Organization in Silicon Valley has developed more than 21 million square feet of office space, R&D and multi-family projects since the 1960s. Today, the company’s real estate portfolio includes over 7.5 million square feet of office space in Northern California, with tenants like Netflix, Airbnb… Read More

Effective Family Philanthropy: Roy and Patricia Disney Family Foundation

Posted on May 17, 2023 by Ade Adeniji

How Multiple Generations of the Disney Family Come Together to Fund Social Justice in LA and Beyond It all began at Disney Brothers Cartoon Studio in October 1923. Here, bright young cartoonist Walt Disney and his older brother Roy O. Disney established the upstart studio in Hollywood, California. Walt arrived in Los Angeles from the Midwest after his previous effort,… Read More

Understanding Purpose Trusts: Advantages and Disadvantages

Posted on May 3, 2023 by Zoe Schlag, Susan Mac Cormac

Purpose trusts have been around for centuries. However, most practitioners are far more familiar with charitable trusts. Enforced in the UK by chancery courts since the 15th Century and adopted unto the US into the Uniform Trust Code in 2000, charitable purpose trusts have been established to advance identified charitable purposes (instead of specific beneficiaries) but are limited in time,… Read More

2023 Partner Summit

Posted on May 3, 2023 by Andrea Judd-Shurmur, Bridget McGuiggan, Regina Bell, Randy Van Antwerp, Kyle Caldwell, Miki Akimoto, Dr. Brittany Kienker, Nicholas A. Tedesco, Christine Sherry, Jason Born

The inaugural Partner Summit is a virtual convening designed for our network of regional associations of grantmakers, philanthropic consultants and advisory firms and financial institutions that serve family philanthropies. The summit will explore the latest trends in family philanthropy, including promoting effective practices with members and clients, the power of cross-sector relationships and defining paths to equity and advocacy for family… Read More

Is Spending Down Right for Your Philanthropy? How to Make the Decision and What to Consider in the Process

Posted on April 18, 2023 by Anne Marie Toccket, Priscilla Enriquez, Glen Galaich

Interested in learning more about spending down? Join our Strategic Lifespan Peer Network. Many in this group have decided to operate with a limited lifespan. Others are thinking about the decision to spend down. Key Moments from the Webinar 00:00 Introduction 06:15 Introduction to the McClatchy Foundation 08:18 Introduction to the Posner Foundation of Pittsburgh 09:32 Introduction to the Stupski… Read More

Effective Family Philanthropy: The Cricket Island Foundation

Posted on April 14, 2023 by Ade Adeniji

What It Looks Like When a Multigenerational Family Foundation Makes All Voices Equal Therma-Tru Corporation was a family-owned business whose bread and butter was manufacturing exterior and entry doors. The Midwestern company traces its roots to the 1960s, when David Welles, a retired Owens Corning executive, purchased a bankrupt building supply company in Toledo, Ohio. The company eventually patented its… Read More

Effective Family Philanthropy: The Woodcock Foundation

Posted on April 5, 2023 by Ade Adeniji

The Evolution of the Woodcock Foundation: A Progressive Family Funder Branches Out Polly W. Guth was an heir to one of the founders of the pharmaceutical giant Merck & Co. She was also an active philanthropist, heavily involved in groups like Planned Parenthood of New York City and Asia Society. In 1996, Guth founded the Woodcock Foundation, which has awarded over… Read More

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