Advisors and Consultants

Logic Models: Not Just for Big Foundations Anymore

Posted on January 4, 2010 by Erica V. Ekwurzel

Logic modeling is popular with large foundations, but has not been embraced by many of the smaller ones. One reason is that foundations with few or no staff fear that producing one is complicated and time consuming. It doesn’t have to be. And it can be a crucial tool for small asset foundations looking to make sustained impact, as explained… Read More

Family Foundations as Agents of Change

Posted on September 4, 2009 by Jeffrey M. Glebocki, Joann Ricci

We often hear media reports on the contributions and impact of super-sized grants and mega-foundations. But data and experience tells us it’s the presence and consistency of small- and medium-sized family foundations that provide much of the fuel for nonprofit organizations in our communities. Family foundations are uniquely positioned to serve as leaders in community problem-solving. Because their board members… Read More

Managing Risk: Board Responsibilities for Prudent Investment and Governance

Posted on June 11, 2009 by Andras Kosaras

The Madoff scandal has caused the failure of well respected family foundations and raised the specter of penalties for board members’ inattentiveness to investment matters. Is your board doing all it should to be fiscally responsible? In this timely teleconference, learn about the board’s role and fiduciary duties in prudent investing, and hear about IRS’ new scrutiny of our sister… Read More

Family Boards: Why Can’t We Just All Get Along?

Posted on May 14, 2009 by Judith K. Healey

Every family has occasional disagreements when they engage in grantmaking together. How do you handle such common dilemmas as: family members who disagree on grantmaking, discretionary dollars or payouts; members who act out at board meetings or don’t do their share; a leader that’s not willing to step down; individuals who carry their family baggage or branch differences into the board room?… Read More

Logic Models: How They Can Increase Your Impact

Posted on April 2, 2009 by Janet Harman, Kristin Brewer

Logic modeling has been embraced by some large foundations, but has not been as popular with smaller ones because the process may seem overly complicated. The KDK-Harman Foundation, a $20 million family foundation in Austin, Texas, believes use of logic models—a systematic, visual way to present a plan with its underlying assumptions and theoretical framework—is even more crucial for small foundations seeking to make sustained impact… Read More

Perpetuity is a Long Time

Posted on December 13, 2008 by Daniel Bader, Richard Moore

Most foundations are created in perpetuity, but a growing number are planning to sunset, most for family or program reasons. Some foundations feel strongly that they best serve society by continuing their work over the long haul. Some simply avoid discussing the issue… Read More

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