Choosing Your Estate Attorney
Posted on April 21, 2022 by Stuart Lucas, Joshua S. Kanter
This article provides a roadmap for choosing an estate planning attorney, asking the right questions and making the right choices. … Read More
Family Members and Donors
Strategic Lifespan Peer Network: Investing with an End in Sight
Posted on March 30, 2022 by Emilie Cortes, Karie Dewan, Priscilla Enriquez
Planning to spend down is financially complex. It can be tough for board and staff to predict the financial future of the work. How do you plan for the funding needed for staffing, operations, and multi-year investments? While planning, how can you best make decisions to maximize the financial and social impact of your dollars? Join Emilie Cortes, trustee of… Read More
Engaging Youth Peer Network: Talking about Money with Teen Friends with Iris Brilliant
Posted on February 25, 2022 by Iris Brilliant
Talking about money with friends is difficult, and yet the story of your foundation, its origin, and assets for grantmaking is all related to a money journey. Join Iris Brilliant to hear her story as a grantmaker, partner, donor advisor, activist, and coach. Iris’s life mission is to support people with wealth to move money to social justice, and to… Read More
Breaking Up: Divorce in Family Philanthropy
Posted on February 18, 2022 by Elaine Gast Fawcett
This Passages guide is part one of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff members can do to prepare and cope. This first part includes case studies on family foundations who have navigated divorce, questions to consider when developing board policies, and perspectives on the implications of divorce on assets… Read More
Emerging Family Leaders in Philanthropy: Navigating Cross-Generational Relationships and Cultivating Personal Leadership
Posted on February 10, 2022 by Ashley Duchossois Joyce, Ellie Frey Zagel
It can be challenging to be a leader in a family philanthropy context, particularly as a member of the next generation. How can you share your skills, expertise, or experience to add value to your family’s work and gain the trust of other board members? Join Ashley Joyce and Ellie Frey Zagel for a discussion about building leadership within family… Read More
Strategic Lifespan Peer Network: Spending Up, Committing to Increased Assets for Increased Impact
Posted on February 7, 2022 by Colleen O’Keefe, Pat Sauer
How are you thinking about your foundation’s assets, the challenges and inequities in our world, and supporting timely problems? In 2021, the Sauer Foundation shared, “the assets of the foundation would increase from $28 million to $100 million, and that amount would be invested in the community over the next 10 years.” This foundation’s gift to spend up and make… Read More
Scaling Your Philanthropy
Posted on January 31, 2022
Operational and Strategic Approaches for Growing in Scale and Impact The process of scaling can be a pivotal moment—it offers an opportunity to revisit the past and reinvent what is possible for the future. What are the special challenges facing family philanthropies that are preparing for—or in the midst of—a significant scale up in philanthropic assets? As your philanthropy reaches… Read More
Pluralism in Family Philanthropy: Navigating Tensions and Bridging Divides for Impact
Posted on January 19, 2022 by Uma Viswanathan, Tegan Acton, Heather Templeton Dill, Brian Hooks, Nicholas A. Tedesco
In an increasingly divisive society, people are facing complex, challenging dialogues around politics, ethics, and social issues, struggling to manage perspectives across the political aisle and facilitate healthy discourse with multiple viewpoints. What is taking place on a macro scale is mirrored within individual families—difficult conversations, distinct political and cultural divides, and in many cases gridlock or an inability to… Read More
Engaging Youth Peer Network: Impact, Leadership and Diversity in Philanthropy, a Conversation with Carmela Castellano-Garcia
Posted on December 23, 2021 by Carmela Castellano-Garcia
This special interactive event is for young grantmakers from your families (approximately ages 8-21). Two philanthropic teens will facilitate a conversation with Castellano Family Foundation President Carmela Castellano-Garcia. Hear about the foundation and its impact as well as Carmela’s own leadership journey. Carmela’s role includes promoting the importance of diversity in philanthropy and of investing in the Latino community. Bring… Read More
2022 National Forum on Family Philanthropy
Posted on December 13, 2021
The National Forum on Family Philanthropy is the preeminent event for giving families. The Forum explores emerging themes, trends, and effective practices in the field of family philanthropy and provides a dynamic space for peer connection and learning. Visit NCFPForum.org to learn more and register!… Read More