Board Members

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

Emerging Family Leaders Peer Network: Peer Connection and Community-Building

Posted on May 3, 2023

It can be challenging to be a leader in a family philanthropy context, particularly as a member of the next generation. How do you navigate the family dynamics of the multiple generations? How do you develop the skills and connections to be seen as a leader in your family’s philanthropic efforts? How do you have an influence on the strategic direction… Read More

2023 Family Philanthropy Leadership Retreat

Posted on April 19, 2023 by Susan Stamerjohn, Michelle Tremillo, Alejandro Foung, Dr. Jason Franklin, Jonathan Brack, Sandra Fluke, Tonya Allen, Diego Zegarra, Sue Banerjee, Catherine Maddox Walton

Save the Date 2023 Family Philanthropy Leadership Retreat
The 2025 Family Philanthropy Leadership Retreat will take place in La Jolla, San Diego from October 27 to October 29, 2025. Learn more here.   Thank you so much for your interest in the Leadership Retreat. The event is sold out, and we are no longer accepting names for the waitlist, due to the unlikelihood of accommodating everyone on it… Read More

Is Spending Down Right for Your Philanthropy? How to Make the Decision and What to Consider in the Process

Posted on April 18, 2023 by Anne Marie Toccket, Priscilla Enriquez, Glen Galaich

Interested in learning more about spending down? Join our Strategic Lifespan Peer Network. Many in this group have decided to operate with a limited lifespan. Others are thinking about the decision to spend down. Key Moments from the Webinar 00:00 Introduction 06:15 Introduction to the McClatchy Foundation 08:18 Introduction to the Posner Foundation of Pittsburgh 09:32 Introduction to the Stupski… Read More

Effective Family Philanthropy: The Cricket Island Foundation

Posted on April 14, 2023 by Ade Adeniji

What It Looks Like When a Multigenerational Family Foundation Makes All Voices Equal Therma-Tru Corporation was a family-owned business whose bread and butter was manufacturing exterior and entry doors. The Midwestern company traces its roots to the 1960s, when David Welles, a retired Owens Corning executive, purchased a bankrupt building supply company in Toledo, Ohio. The company eventually patented its… Read More

Executive Summary—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023

fall leaves
Researchers from Lansberg Gersick Advisors consider how the family foundation’s design and operation is informed by—and informs—the family’s philanthropic activities that take place outside of it. The purpose of this study is to help families understand how they can design their family philanthropy to best meet their goals.    The study’s standout finding was that the creation of a robust family… Read More

Full Report—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

Tree in field
Researchers from Lansberg Gersick Advisors hypothesized that families’ abilities to work together effectively in their philanthropy is dependent not only on the way they design their collective family foundation, but also in how they structure the philanthropic activities outside of it. From 2018-2022, they conducted surveys and interviews and found that as families evolve, they face common dilemmas regarding their… Read More

Effective Family Philanthropy: The Woodcock Foundation

Posted on April 5, 2023 by Ade Adeniji

The Evolution of the Woodcock Foundation: A Progressive Family Funder Branches Out Polly W. Guth was an heir to one of the founders of the pharmaceutical giant Merck & Co. She was also an active philanthropist, heavily involved in groups like Planned Parenthood of New York City and Asia Society. In 1996, Guth founded the Woodcock Foundation, which has awarded over… Read More

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