Advisors and Consultants

Philanthropic Purpose, Motivations, and Values

Posted on November 29, 2022 by Nancy Bacon

For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. This interactive program is designed to both guide families through initial… Read More

Strategic Lifespan Peer Network: The Spend Down Journey—Timing is Everything

Posted on November 28, 2022 by Rhonnel Sotelo, Anne Marie Toccket, Priscilla Enriquez, Glen Galaich

The length of the spend down journey varies from foundation to foundation. The nature of decisions also varies depending on the length of time remaining in the foundation’s lifespan. What is top of mind at the different times of the spend down journey? What can a spend down foundation with more than 10 years remaining learn from a foundation with… Read More

Strategic Lifespan Peer Network: Spending Down—Trade-offs and Opportunities

Posted on November 28, 2022 by Anne Marie Toccket, Laurel Randi, Priscilla Enriquez, Glen Galaich

When a family makes the decision to spend down their philanthropic resources, that is just the beginning to many other decisions that affect the impact of the family’s giving. Trade-offs will need to be made related to staffing, investments and grantmaking. How can one maximize the opportunities that spending at a faster payout rate provides? How can one minimize missed… Read More

Rural Funders Peer Network: Workforce Development in Rural Communities

Posted on November 28, 2022 by Katie Hughes, Gretchen Schmidt, PhD, Dr. Ben Stafford, Erin Borla, Wynn Rosser

In rural communities, where populations are more dispersed and farther from major job centers, labor markets face different challenges than those in urban areas. Currently labor shortages in healthcare and education are particularly acute in rural areas. But investment in workforce development tailored to rural communities can significantly improve this situation. Join us for a conversation to learn about best… Read More

Rural Funders Peer Network: Rural Capacity Building–The Rural Partners Network

Posted on November 28, 2022 by Christine Sorensen, Lee A. Jones, Erin Borla, Wynn Rosser

The Rural Partners Network (RPN) is a government program where a number of federal agencies collaborate together with rural communities to find resources and funding to create jobs, build infrastructure, and support long-term economic stability. RPN has created community networks in several states to help federal agencies develop improved service delivery models, program processes, and funding priorities for the benefit… Read More

Conflict of Interest Policy (George Family Foundation, 2022)

Posted on July 22, 2022 by George Family Foundation

This document describes the foundation’s policies for identifying, disclosing, and managing actual or potential conflicts of interest for staff, trustees, and family members. It provides guidelines for assessing personal, financial, and relational interests, sets standards for disclosure and recusal, and offers procedures for review and accountability. The policy aims to maintain integrity, trust, and transparency in the foundation’s governance and… Read More

Effective Family Philanthropy: Tegan and Brian Acton

Posted on July 14, 2022 by Ade Adeniji, Inside Philanthropy

Brian and Tegan Acton
How Billionaire Couple Tegan and Brian Acton Are Giving in the Bay Area and Beyond Brian and Tegan Acton, in their 40s and worth some $3 billion, are among a new cohort of Silicon Valley donors engaging in major philanthropy. Stanford computer science graduate Brian Acton worked at Yahoo! with Jan Koum, where the two would link up for ultimate… Read More

Before Sunset

Posted on July 13, 2022 by Arabella Advisors

With support from and in partnership with the Kataly Foundation, Arabella Advisors conducted one-on-one interviews with many current and former spend-down leaders and gained valuable insights about the practices their foundations employed… Read More

Sixteen Grantmaking Characteristics to Effectively Support Public Policy Advocacy

Posted on July 6, 2022 by Sara Watson, Alliance for Justice

illustrated image of US Capitol building in red on a blue background; Bolder Advocacy report cover
Created by Bolder Advocacy in partnership with Dr. Sara Watson, this resource outlines the sixteen characteristics of grantmaking that best supports effective policy education and advocacy.  Grantmaking that effectively supports the difficult task of informing and advancing policy change has specific characteristics. Learn about the 1) technical funding structures, 2) the content of what gets funded, and 3) considerations across… Read More

Grantmaking Reporting Best Practices: Delivering Insights from Your Data to Your Leadership

Posted on June 13, 2022 by David Hazeltine

stacks of papers with blue and gray charts and graphs
This webinar is presented by Blackbaud in partnership with NCFP. Many funders have staff leaders who request robust data and reports to make informed, forward-looking decisions. It can be challenging to balance the information needs of staff leaders with the desire to be a grantmaking institution that limits the administrative burden and reporting requirements of its grantees. When selecting a… Read More

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