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

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

Diverse Voices in Family Giving

Posted on April 12, 2012 by Deborah Santana, Judy Belk, Vic De Luca

What are the emerging trends in this area, and how can existing family philanthropies network with and promote increased and effective giving among a new generation of diverse donors and families? How can diverse donors learn from multi-generational family foundations, and vice versa? And how does the engagement of diverse voices enhance the field of family philanthropy, and the work of locally and regionally-focused family foundations and funds?… Read More

A Place at the Table: Non-Family Membership on the Family Foundation Board

Posted on March 17, 2012 by Dorna L. Allen, Joseph Foote

Family giving comes from a common cause, a shared vision, a particular need for giving back a portion of life’s gifts. Family members can focus on shared personal interests and can shape the architecture of their giving by expressing and validating shared family experience. Foundation board service can be the means by which family members find a new and worthwhile… Read More