Advisors and Consultants

Tools and Tips for Next Gen Philanthropists

Posted on February 9, 2012 by Lana Volftsun, Lisa Parker

Most philanthropic families say they want the next generation at the table. Yet how do new trustees develop their personal values and ideas to contribute to the discussions?  And when and if the next gen has a sense of how they’d like to give, will the board actually welcome their perspectives?  How can your foundation actively facilitate this process?… Read More

Discretionary Grants: Engaging Family… or Pandora’s Box?

Posted on December 8, 2011 by Susan Crites Price

If you asked at a gathering of family foundation folks whether using discretionary grants is a good idea, you’d never reach consensus. Many family foundations don’t use them. Those that do have widely varied policies governing how much money is available, who is eligible to make the grants, and whether the grants must be within the foundation’s mission and guidelines… Read More

Philanthropy’s Role in Developing Responsible Adults

Posted on October 10, 2011 by Allison Sole, Sam Davis III

Families of wealth face unique challenges. In most cases, children cannot avoid being set apart because of the communities in which they live, the kinds of cars they drive, the vacations they take, and the affluent friends whose company they keep. They can afford to attend elite private schools and receive the support of coaches and tutors. The extent of… Read More

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