CEOs and Senior Staff

Advocacy Guidance for Nonprofits and Foundations

Posted on October 11, 2018 by Natalie Roetzel Ossenfort, Ernest Loevinsohn, John Fawcett

Influencing public policy is one way to increase your organization’s impact for changing people’s lives. Join our speakers from Alliance for Justice and RESULTS Educational Fund for insightful information on how you can develop a strong advocacy plan. Learn the importance of advocacy work and how to legally use your funding and your voice to shine light on critical issues… Read More

Transparency in Family Philanthropy: Opening to the Possibilities

Posted on October 10, 2018 by Elaine Gast Fawcett

What choices do you have when it comes to transparency? How open and accessible is your family foundation—to the extended family, to grant seekers and partners, to the public? What approach do your colleague foundations take, and why? This guide examines how family funders are thinking, acting—and not acting—when it comes to how transparent they are with others. It encourages… Read More

Live Stream: Philanthropic Leadership for a Rapidly Changing World – A Generational Perspective

Posted on September 14, 2018 by Carol S. Larson, Ayelet Baron, Sierra Clark, Susan Packard Orr

Our days are filled with news of a changing world and humanity’s attempts to improve it. We dive in to help. Sometimes we manage to adapt to change and sometimes fall back on old habits. We slowly begin to realize that what we learned about work, leadership, and management may not match the expectations of other families, cultures, and generations… Read More

Live Stream: Shaping the Future of Family Philanthropy

Posted on September 13, 2018

Family philanthropy – in all its forms – can change the world. But how will family philanthropy adapt as the world continues to change at a faster, even dizzying, rate? Demographic patterns, the intergenerational transfer of wealth, changing expectations in how we connect and work and communicate together, new ideas around power and equity, and more will challenge both the… Read More

U.S. Trust Study of the Philanthropic Conversation (US TRUST-TPI, 2018)

Posted on August 30, 2018 by Bank of America Private Bank, The Philanthropic Initiative, US Trust Bank of America Private Wealth Management

Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner. However, the study reveals several disconnects between advisors and their clients. For instance, many advisors underestimate their clients’ desire… Read More

Cultivating A Healthy Family Culture

Posted on August 9, 2018 by Gilbert Miller, Jamie Forbes, Kelly D. Nowlin

The health of a family is often defined by its culture. Creating connections, positive relationships, and a lifetime of closeness takes ongoing effort and reflection. The Andrus and Forbes families have for many years been thoughtful about traditions, systems, cycles, and family governance. Learn more about their stories in our recent Passages Issue Brief, “Family Culture: Creating a Resilient Family… Read More

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