Family Members and Donors

Toeing the Line: Legal Pitfalls in Family Foundation Governance

Posted on December 11, 2014 by Andrew Schulz

Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? … Read More

Igniting the Spark: The Community Foundation for Greater Atlanta

Posted on December 11, 2014 by Community Foundation for Greater Atlanta, Youth Philanthropy Connect

In 2001, The Community Foundation for Greater Atlanta launched the Center for Family Philanthropy. The focus of the Center was two-fold: (1) to provide a higher level of services to philanthropists with donor advised funds of $250,000 or more, or a planned gift of $1M or more; and (2) to engage donors with families in philanthropy. There are approximately 200… Read More

Igniting the Spark: Foundation for Metrowest

Posted on December 11, 2014 by Youth Philanthropy Connect

The Foundation for MetroWest, based in Natick, Massachusetts, has been committed to educating the next generation of community leaders through the Youth in Philanthropy (YIP) program since 1997. In that time, over 900 youth from MetroWest communities have funded nearly $700,000 in grants that support youth. This case study describes their history of youth engagement and programming, and new strategies… Read More

Should I Give Anonymously or Publicly?

Posted on December 8, 2014 by The Bridgespan Group

Whether or not you “go public” with your philanthropy is a matter of strategy and personal style. Ask yourself, given the change you want to see in the world, what’s the right approach? This short issue brief from the GiveSmart website provides a list of considerations for determining how publicly you want to give… Read More

The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees

Posted on September 24, 2014 by Glen Galaich, Virginia M. Esposito, Susan Crites Price, Ami Aronson, Andrew Schulz, Kelly Sweeney McShane, Kristin Pauly, Leonor Alfonso, Maegan Scott, Mary Phillips

DOWNLOAD COMPLETE 2014 AGENDA HERE – SEE SPEAKER LIST AND BIOS BELOW NCFP’s Trustee Education Institute provides a comprehensive introduction to all of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of NCFP’s senior staff and highly respected philanthropy experts, this three day, intensive seminar will cover: What does… Read More

So You Want to Be a Family Philanthropist?

Posted on August 14, 2014 by Julia Kittross, Kathy Edwards, Sue Miller

Sometimes philanthropy is done purely for altruistic reasons, but often there are other motivations. Donors with an interest in engaging their family in shared philanthropy must review both the tax implications and administrative costs of the charitable vehicle(s) they consider, as well as the degree of control and influence they wish to retain for years, and perhaps generations, to come… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

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