Advisors and Consultants

Breaking Up: Divorce in Family Philanthropy

Posted on February 18, 2022 by Elaine Gast Fawcett

This Passages guide is part one of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff members can do to prepare and cope. This first part includes case studies on family foundations who have navigated divorce, questions to consider when developing board policies, and perspectives on the implications of divorce on assets… Read More

Strategic Lifespan Peer Network: Spending Up, Committing to Increased Assets for Increased Impact

Posted on February 7, 2022 by Colleen O’Keefe, Pat Sauer

How are you thinking about your foundation’s assets, the challenges and inequities in our world, and supporting timely problems? In 2021, the Sauer Foundation shared, “the assets of the foundation would increase from $28 million to $100 million, and that amount would be invested in the community over the next 10 years.” This foundation’s gift to spend up and make… Read More

Pluralism in Family Philanthropy: Navigating Tensions and Bridging Divides for Impact

Posted on January 19, 2022 by Uma Viswanathan, Tegan Acton, Heather Templeton Dill, Brian Hooks, Nicholas A. Tedesco

Group of people of on top of the mountain at sunset
In an increasingly divisive society, people are facing complex, challenging dialogues around politics, ethics, and social issues, struggling to manage perspectives across the political aisle and facilitate healthy discourse with multiple viewpoints. What is taking place on a macro scale is mirrored within individual families—difficult conversations, distinct political and cultural divides, and in many cases gridlock or an inability to… Read More

Making Space for Youth Leadership

Posted on December 9, 2021 by Charlotte Cottier, Tracy Wasden, Marlene Corrado, Alexis Marion

There are many different strategies and formats to engage the next generation of youth in family philanthropy. Yet in all cases, younger members of the next generation need opportunities to take leadership roles that help them learn new skills, gain relevant experience in philanthropy, and hone their own practices and interests before taking on leadership as adults. Join us for… Read More

Five Levers of Legacy

Posted on December 9, 2021 by Vasser Seydel, Janice Simsohn Shaw, Sapphira Goradia

multigenerational family
Historically, legacy in family philanthropy has been considered from a retrospective point of view—as the culmination of the impact of a family and its philanthropic efforts. However, a new generation of leaders is redefining legacy to be formative, intentional, and continually refined. Join us for a conversation on the five levers of legacy and how to be more intentional about… Read More

Practicing the Equitable Evaluation Framework™

Posted on December 8, 2021 by Katy Pelissier, Kimberlee Salmond, Henriët Hendriks, Marcia Coné

As philanthropy evolves and moves to centering equity, assessment, research, learning, and evaluation strategies must also evolve. What is the Equitable Evaluation Framework (EEF) and how do we engage with the EEF? Join your colleagues in a conversation about how they are seeding and growing a field of EEF practitioners to shift the paradigm. About this Series The monthly Fundamentals… Read More

Staffing for Success

Posted on December 8, 2021 by Frank Baiocchi, Terrill North, Kim Van Horn, Alison Fass, Katherine Jacobs

Professional staff is frequently an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. What are the skills and expertise required for staff members to be successful in family philanthropy? How can philanthropic families prepare to hire the right talent? What does the hiring process entail and what are some common missteps… Read More

Organizational Change: Building a Successful Culture

Posted on December 8, 2021 by Tamara Lewis, Rebecca Cisek, Miki Akimoto

stacked hands
Organizations are shifting their operations—embracing remote work environments, using virtual communication, and building culture and connection from afar. Many family philanthropies are facing challenges and transitions as the way we work continues to evolve. Join us for a conversation on how to address organizational change, rebuild culture, and integrate practices that best serve the organization as a whole. About this… Read More

Governance Practices for Better Decision Making

Posted on December 7, 2021 by Kerry Ellington, Connie Malloy, Lisl Schoepflin, Miki Akimoto, Laura McCargar

conference, meeting
Governance practices of philanthropic families are evolving to include more diverse voices and perspectives. Two common pathways for donors to become more informed and proximate to the communities they partner with include: the appointment of an expert or community advisory committee to guide social impact strategies and decisions, and appointing independent board members. What are the considerations a family must… Read More

Impact Investing: Aligning All Capital for Good

Posted on December 7, 2021 by Erika Seth Davies, Kathleen Simpson, Melanie Audette, Doug Bitonti Stewart

Impact investing is a powerful tool to align and maximize assets for good. The practice is growing increasingly common, yet many families are in search of guidance on how to begin or accelerate their impact investing pursuits. Join us to explore the fundamentals of impact investing, and learn more about structures like mission- and program-related investments as well as legal… Read More

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