CEOs and Senior Staff

Ethical Wills: Passing on a Philanthropic Legacy

Posted on October 20, 2005 by Susan Turnbull

An Ethical Will is a beautiful, sensible and compelling document, which provides the means to answer the question, ‘What do I want my loved ones to know?’ Legal and financial documents address only, ‘What do I want my loved ones to have?’ Yet our lives and legacies are so much richer than simply our monetary assets. This session with an… Read More

Choosing a philanthropic agenda: Five factors to consider

Posted on September 15, 2005 by Bruce Sievers

The most basic factor influencing the overall work of any family foundation is, surprisingly, often also the least examined: the initial determination of the foundation’s primary purposes and priorities. Issues of effectiveness, impact, strategy, assessment, and accountability get all the attention, while little discussion is given to the most fundamental determinants of what foundations do: donor preferences. This is the… Read More

Raising Charitable Children

Posted on July 13, 2005 by Kathryn Agard

Kathryn Agard, long-time executive director of Learning to Give, shares some of the steps that parents can take to help their children become philanthropic and provided examples of what parents can do for their preteens (10-12) and teenagers (13-18) to involve them in family philanthropy… Read More

Family Governance: a Primer for Families

Posted on June 8, 2005 by Patricia Angus

Many families working together in philanthropy find that managing the work that must be accomplished as a group can be as complex as the grantmaking itself. Typically, a family’s philanthropy, whether formal or less structured, is only one of a number of ways in which family members interact with one another. In this session, Patricia Angus of Asset Management Advisors… Read More

Families In Flux: Guidelines for Participation in Your Family’s Philanthropy

Posted on October 4, 2004 by Deanne Stone

Family members marry, divorce, remarry, form domestic partnerships and, in many cases, move far away from the family home. With families growing ever more complex, varied, and far-flung, foundations and donor-advised funds need clear guidelines regarding who participates in their philanthropy and in what roles. This Passages report addresses changing family composition and circumstances and how philanthropic families may deal… Read More

Growing to Give: Instilling Philanthropic Values in Teens and Preteens

Posted on June 28, 2004 by Darlene Siska

The teenage years can be the most tumultuous ones—particularly for parents! Parents may want their children to become charitable for any number of reasons: to prepare them to take formal leadership one day of the family’s foundation or other giving vehicle; to participate in philanthropy as a family activity; or to develop charitable natures as an antidote to the possibility… Read More

Family Governance: A Primer for Philanthropic Families

Posted on June 4, 2004 by Patricia Angus

This Passages Issue Brief focuses on the principles, practices, and policies of family governance. Typically, a family’s philanthropy, whether formal or less structured, is only one of a number of ways in which family members interact with one another. This article aims to help philanthropic families understand the theory and practice of effective family governance… Read More

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