CEOs and Senior Staff

The Rockefeller Foundation’s Program-Related Investments Portfolio

Posted on July 8, 2013 by Arabella Advisors

From the Executive Summary: The Rockefeller Foundation’s Program-Related Investments (PRIs) have generated modest financial returns for the Foundation, contributed to investees’ financial sus- tainability and generated positive social returns on a variety of fronts. Individual invest- ments have helped organizations promote asset ownership, extend access to products and services on more equitable terms and in new ways to previously excluded… Read More

Share the Power

Posted on July 3, 2013 by Center for Effective Philanthropy

Funders alone cannot achieve the change we hope to see without the knowledge, expertise and muscle of our collective grantees—just as our grantees cannot implement without funders. We are in a symbiotic relationship, and we should be happy about that. We can work together to achieve our mutual goals, but to do so, we—the funders—need to share the power. When… Read More

Igniting the Spark: Greater Worcester Community Foundation

Posted on June 20, 2013 by Youth Philanthropy Connect

As a way to support the voice of youth in the community and engage donors, the Great Worcester Community Foundation adopted the Youth for Community Involvement (YCI) Program in 1999. YCI provides an opportunity for youth from schools across the area to build skills in leadership and philanthropy. The foundation set up a youth endowment to support the program and… Read More

Can young people (under the age of 18) legally serve on our board?

Posted on June 20, 2013 by Youth on Board

“Three states have laws supporting youth board involvement – Michigan, Minnesota, and New York.  Forty states have laws that are silent on youth board involvement, meaning that the laws say nothing explicitly regulating or prohibiting involvement based on age.  Seven states prohibit youth board involvement – Colorado, Florida, Georgia, Nevada, New Jersey, Pennsylvania, and Utah.  Members of boards must be… Read More

Igniting the Spark: Creating Effective Next Gen Boards

Posted on June 17, 2013 by Andrea Hernandez Rodriguez, Katie Marcus Reker, Kevin Laskowski

This Passages Issue Brief introduces an increasingly popular method for preparing the next generation for philanthropic service: the next generation or junior board. The paper covers the variety of purposes for establishing next generation boards and how they are typically structured, explores how foundations use next generation boards as a tool for engaging younger family members, and describes options for preparing younger family members for governance and grantmaking… Read More

Disaster Philanthropy: the Role of Family Giving in Preparedness, Response and Recovery

Posted on June 13, 2013 by Barbara Andersen, Lois Mitchell, Lori Bertman, Regine A. Webster

Usually, disasters bring out the best in people. Donations to charities surge as television coverage increases. Government agencies work closely with non-profit organizations, private philanthropy, and corporations. Yet we know from experience that both coordination and effective spending of donor dollars is a particular challenge, not just while the disaster is underway, but also in the long-term, as rebuilding begins… Read More

Over the River and Through the Woods: Geographic Dispersion in Family Philanthropy

Posted on May 9, 2013 by Evan Wood, Irene Siragusa, Jack Siragusa, Una O. Osili

With family members living far apart, what steps can families take to build family identity and bonds that once evolved naturally from living in close proximity? How can family members whose lives have taken different paths forge a genuinely collaborative team driven by a mission derived from and embraced by the family? How are families balancing the commitment to the foundation's "home town" and their growing concern for their own region?… Read More

Community Connections: Place-Based Family Philanthropy

Posted on April 11, 2013 by Reginald Jones, Valerie Jacobs Hapke

While some families pay particular attention to the family’s legacy of giving, and some focus on a particular issue or cause, many choose to limit their grantmaking to a specific city, state or region. Hometown serves as both the family’s sense of place and commitment. Gratitude to a supportive community and a desire to give back mean developing giving interests along geographic lines… Read More

Adding nonfamily trustees and community voices to your family foundation board

Posted on March 14, 2013 by Adam Gibbons, Alan Fox, Diane Kaplan, Katherine Weaver, Richard Moore

What are the signs that your foundation’s board might benefit from adding a community leader to bring new energy and a fresh voice to board deliberations and decisions? Some family foundations have never had an outside trustee on the board and don’t want one. Others have had non-family trustees since their inception—either a friend or business associate of the founder, a trusted lawyer or accountant, or a program expert or local community leader respected by the family… Read More

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