Reducing the Administrative Burden through Fiscal Sponsorship

Posted on December 7, 2021 by Kyle Peterson, Yvonne Moore, Tony Macklin

Administration is often a hurdle to scaling impact. Because of this, an increasing number of donors are leveraging giving vehicles with less administrative burden and more legal, financial, and investment support. Fiscal sponsorships and other intermediary partners provide an option for giving families that want to build a philanthropic effort, but do not want to administer a separate entity for… Read More

Complexities of the Collective: Balancing Individual and Family Interests

Posted on December 7, 2021 by Melinda Oakes, Andy Klingenstein, Wendy R. Ulaszek, Ph.D., Ashley Blanchard

stones balancing; balance
For many, family philanthropy presents an opportunity to create a shared experience, unifying the family by working together toward a lasting legacy of impact. Family philanthropy can also give participants an opportunity to explore and cultivate their personal philanthropic passions. Yet there is an inherent tension between these two goals, and many families struggle with how to address it—especially as… Read More

Reflecting on Your Origin Story: Understanding Wealth, Legacy, and Equity

Posted on December 7, 2021 by Holley Fowler Martens, David Roswell, Katherine Lorenz

old photographs on table; genealogy; family tree
The criticism of wealth is longstanding and brings to the fore a conversation on justice that is important to reflect upon in the pursuit of effective family philanthropy. Though necessary, this type of reflection often raises a number of difficult questions that require philanthropic families to interrogate their history and reconcile the actions of their ancestors. Join us for a… Read More

Hate-Free Family Philanthropy

Posted on December 6, 2021 by Eric Jolly, Robert (Bob) Fockler, Abbas Barzegar

Many donors are having conversations about their approach to anti-hate philanthropy. Attendees at this small group dialogue will gather for a grounding discussion about hate-free philanthropy with Abbas Barzegar from Horizon Forum.  Then, learn from two community foundation leaders, Robert M. Fockler, (Community Foundation of Greater Memphis) and Eric J. Jolly, Ph.D., (Saint Paul & Minnesota Foundation), about their foundations’ journey,… Read More

Mapping Change: Using a Theory of Change to Guide Planning and Evaluation

Posted on October 26, 2021 by GrantCraft

This brief guide explains why grantmakers use theories of change to guide their questioning, unearth assumptions that underlie their work, establish common language, and develop strong action plans. Contributors to the guide also describe how a theory of change sets the stage for evaluation by clarifying goals, strategies, and milestones… Read More

Non-family Staff Peer Network: Racial Equity Discussions with Board and Staff

Posted on October 7, 2021 by Jennifer Langton, Chantelle Fisher-Borne

Join your peers and special guests Jennifer Langton and Chantelle Fisher-Borne for a continued space to share about racial equity within your foundations. Jennifer will share from her own experiences of learning and change at the Tzedek Social Justice Fund, a foundation which “redistributes money, resources, and power to support systems change and community healing in Asheville, North Carolina.” Chantelle leads… Read More