Thinking Ahead for Your Family Foundation
Posted on February 28, 2013 by Mary Phillips
Ten ways to plan for board continuity and succession… Read More
CEOs and Senior Staff
The First Year: How to Hire, Inspire, and Empower a New Family Foundation CEO
Posted on January 10, 2013 by Eden Werring, Leah Gary, Tom Adams
Hiring a new family foundation CEO is one of the most important transitions that any family foundation must go through. The role of a family foundation chief executive is unique—running a philanthropic enterprise in partnership with a family… Read More
Family Philanthropy at the Holidays: Faith, Gratitude & Tradition
Posted on December 12, 2012 by Virginia M. Esposito, Lynn Schusterman, Lisa Parker
What are the connections between the holidays and family giving? How do faith, gratitude, and family charitable traditions enhance and ignite the giving impulse? And what are some strategies family funders have used to encourage increased giving around the holidays?… Read More
Family Offices and Family Philanthropy
Posted on November 8, 2012 by Anne Etheridge, Craig Muska, Elizabeth “Buffy” Minkin, Jim Frey, Sara Hamilton
As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation… Read More
Working Together for Common Purpose: Family Philanthropy Through the Family Office
Posted on October 10, 2012 by Anne Etheridge
As the field of family philanthropy evolves, the options available to families for managing and making the most of their giving continue to keep pace. One option that a growing number of philanthropic families are considering is the creation of a single family office, a private entity that manages the investments and trusts for a single wealthy family—or multiple branches… Read More
Family Philanthropy Through the Family Office (Full Report)
Posted on October 10, 2012 by Anne Etheridge
This special Passages report is based on results of the first national study to explore the relationship between family offices and family philanthropy, identifying common themes for both success and failure. As a benchmark report for the field, the study draws on personal interviews and results from a survey of family offices to highlight emerging best practices by which family foundations and family offices can effectively work together to maximize the positive returns for the community and the family… Read More
Performance Review: Evaluating the Family Foundation CEO
Posted on September 13, 2012 by Virginia M. Esposito, Beth Casselman, Julie Fisher Cummings, Doug Bitonti Stewart
Little has been written about how to review the performance of family foundation CEOs. The job carries a unique set of roles and responsibilities including the special skills required to support effective board governance, work within the family’s culture, represent the family in the community, and engage in grantmaking in the context of the family’s legacy… Read More
Advocacy and Family Philanthropy: Leveraging Limited Dollars for Impact
Posted on August 9, 2012 by Aaron Dorfman, Abby Levine, Ashley Smith Juarez, Jenny Straub Corrigan, Regina McGraw
Why do family foundations choose to invest in these strategies to advance their mission? What kinds of impacts are they achieving, and how do they measure success? What legal parameters guide their advocacy grantmaking?… Read More
Impact Investing and Family Philanthropy: a One-Two Punch
Posted on July 12, 2012 by Julia Balandina Jaquier
Interest in impact investing among wealth holders, their foundations, and family offices continues to grow. As a means for providing capital to for-profit ventures with a social mission, impact investing is increasingly viewed as an effective solution for combining the philanthropic aspirations of wealthy families with their financial objectives… Read More
Celebrating Milestones in Family Philanthropy: Inspiration for the future
Posted on June 20, 2012 by Jason Born
These celebrations may have the added benefits of inspiring the personal philanthropy and volunteer efforts of younger family members and other families, and of providing public attention and recognition of the work of your grantees and other nonprofits in your community. … Read More