CEOs and Senior Staff

2023 Family Philanthropy Leadership Retreat

Posted on April 19, 2023 by Susan Stamerjohn, Michelle Tremillo, Alejandro Foung, Dr. Jason Franklin, Jonathan Brack, Sandra Fluke, Tonya Allen, Diego Zegarra, Sue Banerjee, Catherine Maddox Walton

Save the Date 2023 Family Philanthropy Leadership Retreat
The 2025 Family Philanthropy Leadership Retreat will take place in La Jolla, San Diego from October 27 to October 29, 2025. Learn more here.   Thank you so much for your interest in the Leadership Retreat. The event is sold out, and we are no longer accepting names for the waitlist, due to the unlikelihood of accommodating everyone on it… Read More

Is Spending Down Right for Your Philanthropy? How to Make the Decision and What to Consider in the Process

Posted on April 18, 2023 by Anne Marie Toccket, Priscilla Enriquez, Glen Galaich

Interested in learning more about spending down? Join our Strategic Lifespan Peer Network. Many in this group have decided to operate with a limited lifespan. Others are thinking about the decision to spend down. Key Moments from the Webinar 00:00 Introduction 06:15 Introduction to the McClatchy Foundation 08:18 Introduction to the Posner Foundation of Pittsburgh 09:32 Introduction to the Stupski… Read More

Effective Family Philanthropy: The Cricket Island Foundation

Posted on April 14, 2023 by Ade Adeniji

What It Looks Like When a Multigenerational Family Foundation Makes All Voices Equal Therma-Tru Corporation was a family-owned business whose bread and butter was manufacturing exterior and entry doors. The Midwestern company traces its roots to the 1960s, when David Welles, a retired Owens Corning executive, purchased a bankrupt building supply company in Toledo, Ohio. The company eventually patented its… Read More

Executive Summary—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023

fall leaves
Researchers from Lansberg Gersick Advisors consider how the family foundation’s design and operation is informed by—and informs—the family’s philanthropic activities that take place outside of it. The purpose of this study is to help families understand how they can design their family philanthropy to best meet their goals.    The study’s standout finding was that the creation of a robust family… Read More

Full Report—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

Tree in field
Researchers from Lansberg Gersick Advisors hypothesized that families’ abilities to work together effectively in their philanthropy is dependent not only on the way they design their collective family foundation, but also in how they structure the philanthropic activities outside of it. From 2018-2022, they conducted surveys and interviews and found that as families evolve, they face common dilemmas regarding their… Read More

Effective Family Philanthropy: The Woodcock Foundation

Posted on April 5, 2023 by Ade Adeniji

The Evolution of the Woodcock Foundation: A Progressive Family Funder Branches Out Polly W. Guth was an heir to one of the founders of the pharmaceutical giant Merck & Co. She was also an active philanthropist, heavily involved in groups like Planned Parenthood of New York City and Asia Society. In 1996, Guth founded the Woodcock Foundation, which has awarded over… Read More

International Grantmaking: Navigating the Challenges of Legal and Regulatory Barriers

Posted on March 30, 2023 by Jessie Krafft

Donors who give to projects and partners outside of the United States have the opportunity to make real and lasting impacts in communities. But when foundations want to make grants to non-501(c)(3)s, the rules governing cross-border funding can be complex. Join this webinar to learn how to support foreign grantees while managing risk, complying with the regulations governing this work,… Read More

International Grantmaking: Trusting Relationships are Critical to Success

Posted on March 10, 2023 by Ashley Barrett, Sylvia Brown, Jenny Kelly, Kimberly Myers Hewlett

Systemic challenges, such as climate change, racial justice and gender equity, exist beyond the borders of the United States. Philanthropic families seeking to ramp up their international giving face a variety of challenges and opportunities, including identifying partner organizations and building trusting relationships with them. Join us to learn how to be an effective international funder and concrete steps to… Read More

Application Deadline: Trust-Based Philanthropy Learning and Action Cohort

Posted on March 2, 2023 by Elizabeth Snowdon Bonner, Mailee Walker, Shaady Salehi

People taking part in a trust-based philanthropy exercise
About the Cohort The National Center for Family Philanthropy and the Trust-Based Philanthropy Project are pleased to announce a six-part Learning and Action Cohort for family foundations interested in leveraging their philanthropy toward a more just and equitable nonprofit sector. At its core, trust-based philanthropy is about addressing power imbalances and shifting our culture and practices so that nonprofits have the time,… Read More

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