Audience: Advisors and Consultants - Page 51

Children, Families, and Wealth – How Philanthropy Can Help

Posted on May 13, 2010 by Ariana Snowdon, Lana Volftsun

While there is often discussion about the role that the younger generation can play in a family’s philanthropy, less often discussed is the role of philanthropy in raising children amidst abundance. Many of the challenges of growing up wealthy can be eased through engaging the next generation in philanthropy… Read More

10 Ways For Family Foundations to Promote Inclusiveness and Diversity

Posted on April 28, 2010 by Council on Foundations

This guide from the Council on Foundations is designed to help foundations consider how more diverse and inclusive practices might advance their mission by making their work more effective and more reflective of communities served… Read More

The Right Way to Handle Conflicts of Interest

Posted on March 11, 2010 by Diana Gurivera, Kelly Shipp Simone, Mary Mountcastle

National Center research shows that only about half of family foundations have a conflict of interest policy. Yet conflicts often arise if, for example, a board or staff member volunteers for or serves on the board of a nonprofit that seeks funds from the foundation… Read More

Choosing and Preparing Your Grantmaking Successors

Posted on March 4, 2010 by Mary Phillips

Family foundation donors and first generation boards should begin the continuity and succession discussion early in the foundation’s lifetime if perpetuity is the objective. In a succession plan, one trustee usually succeeds another. However, before succession can take place there should be continuity of governance where members of more than one generation are working together as peers. This Passages profiles… Read More

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

Lessons from Early Childhood Education Funders

Posted on October 15, 2009 by Betsi Kassebaum, Bill Roberts, Miriam Shark

Many of today’s philanthropy families are drawn to projects that help vulnerable children and families. One focus area--early childhood education/school readiness--has attracted numerous innovative approaches. … Read More

Disaster Preparedness for Your Family Foundation

Posted on September 11, 2009 by Kris Putnam-Walkerly, Tim McCarthy

Like many small family foundations, the McCarthy Family Foundation operated out of a family member’s home. Tim’s house was destroyed, along with many of the foundation’s records, in the 2007 San Diego fires. Learn how to prepare so you can keep operating if disaster strikes… 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

Who’s Up Next? Planning for Leadership Succession

Posted on July 9, 2009 by Lorre Polinger, Mary Phillips

Do you have a plan for who’s up next in your family’s philanthropy? Have you even decided who is included in the pool (spouses, step-children, significant others, nonfamily)? Will they be prepared—or even willing—to take on the job?… 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

Children, Families, and Wealth – How Philanthropy Can Help

Advisors and Consultants

Children, Families, and Wealth – How Philanthropy Can Help

Posted on May 13, 2010 by Ariana Snowdon, Lana Volftsun

10 Ways For Family Foundations to Promote Inclusiveness and Diversity

Posted on April 28, 2010 by Council on Foundations

The Right Way to Handle Conflicts of Interest

Posted on March 11, 2010 by Diana Gurivera, Kelly Shipp Simone, Mary Mountcastle

Choosing and Preparing Your Grantmaking Successors

Posted on March 4, 2010 by Mary Phillips

Logic Models: Not Just for Big Foundations Anymore

Posted on January 4, 2010 by Erica V. Ekwurzel

Lessons from Early Childhood Education Funders

Posted on October 15, 2009 by Betsi Kassebaum, Bill Roberts, Miriam Shark

Disaster Preparedness for Your Family Foundation

Posted on September 11, 2009 by Kris Putnam-Walkerly, Tim McCarthy

Family Foundations as Agents of Change

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

Who’s Up Next? Planning for Leadership Succession

Posted on July 9, 2009 by Lorre Polinger, Mary Phillips

Managing Risk: Board Responsibilities for Prudent Investment and Governance

Posted on June 11, 2009 by Andras Kosaras

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