Advisors and Consultants

Positive Tracks: A Story of Generation Next Philanthropy

Posted on February 15, 2014 by Gioia C. Perugini, Nini Meyer

[Photo: Youth gather at the beginning of a Postive Tracks fundraising race.] Much has been written about the “next generation” and its integration into family philanthropy. How will they get involved? Will their philanthropic initiatives look different from those of their parents and grandparents? What tools and resources can help them be most effective? Nini Meyer was raised in a… Read More

Telling your story to maximize community impact

Posted on February 13, 2014 by Jay Ruderman, Kate Wolford, Lora Smith, Vince Stehle

Have you thought about using Twitter or google hangouts but aren’t sure if it is a good use of your time? Have you been approached by a long-time grantee who has an idea to create a film dedicated to highlighting their cause – and wondering if this is a good use of your philanthropic dollars? Have you been told to have a website but not sure it is worth the bother? Are you interested in learning how to leverage the reputation of the foundation in the twittersphere to make a difference in issues you care about?… Read More

A Legacy Lives On: The Kaplan Family Foundation’s Successful Leadership Transition

Posted on December 18, 2013 by Dinaz Mansuri, Mollie Bunis

[Photo: Members of the next generation of the Kaplan family gather to discuss strategy.] Ask any family member and they are usually able to identify the current family leader. This is the person around whom everyone gathers; the person who takes responsibility for family networking, intervenes in family disputes, reminds others of the family’s history and generally serves as the… Read More

The Power of Urgency: Options for Spending Down and Limited Life Foundations

Posted on November 14, 2013 by Alice Buhl, Joseph W. “Joe” Clark, Tony Proscio

This conversation will provide a fascinating look at the advantages and disadvantages of the limited life approach, both for the community of grantees and for family members themselves. Even if your family is not currently considering the limited life option, the strategic approaches taken by the boards of these foundations to achieve their goals will offer many valuable lessons and insights… Read More

Foundations Moving On: Ending Programmes and Funding Relationships

Posted on November 8, 2013 by GrantCraft

Whether you are part of a family foundation that runs its own programmes, a big corporate grantmaker, a small venture philanthropist, an NGO that re-grants resources from a back-donor, or a mix of any of the above, exits are inevitable. Funders move on, and relationships with grantees, partners, or investees change along the way. Exit decisions and strategies are complicated;… Read More

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