Advisors and Consultants

Unlocking the Power of DAFs

Posted on July 13, 2023 by Betsy Erickson, Arabella Advisors

This paper explores tactics DAF-holders can use to combat stagnation and overcome the barriers—both psychological and structural—that are holding them back, enabling them to put their charitable dollars to work and fulfill the expectations of their roles as funders… Read More

Effective Family Philanthropy: The Eisner Foundation

Posted on June 5, 2023 by Wendy Paris, Inside Philanthropy

The Eisner Family EFL Sky Bet League 1 match between Portsmouth and Shrewsbury Town. From L to R: Anders Eisner, Breck Eisner, Jane Eisner, Michael Eisner, Eric Eisner. Photo courtesy of the Eisner Family
The Intergenerational Philanthropy of the Eisner Foundation If there were a Disney film about family philanthropy, it might open with a scene from Michael Eisner’s childhood. The L.A.-based philanthropist, former chairman and CEO of the Walt Disney Company and former head of Paramount Studios before that, grew up sitting in on conversations about family giving during Thanksgiving in Vermont. After… Read More

Effective Family Philanthropy: The Compton Foundation

Posted on May 26, 2023 by Ade Adeniji

Here’s How a Longtime Family Foundation Fractured, and Shifted Gears for a Meaningful Final Act In 1894, Missouri native William H. Danforth founded what would become Ralston Purina Company as a balanced food production company for animals. The company revolutionized the feed business with the introduction of pelletized animal feeds. By the early 2000s, Ralston Purina had merged with Swiss… Read More

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

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