Family Members and Donors

Family Boards: Why Can’t We Just All Get Along?

Posted on May 14, 2009 by Judith K. Healey

Every family has occasional disagreements when they engage in grantmaking together. How do you handle such common dilemmas as: family members who disagree on grantmaking, discretionary dollars or payouts; members who act out at board meetings or don’t do their share; a leader that’s not willing to step down; individuals who carry their family baggage or branch differences into the board room?… Read More

Passing the Baton: Generations Sharing Leadership

Posted on July 10, 2008 by Alice Buhl

Today's family foundation field has many well-prepared next generation members and a whole generation of longer living, active senior members. And while the field has been resourceful in promoting next-generation involvement, it has done little to address succession issues for the senior generation or to consider options for shared, multi-generational leadership… Read More

Passing the Baton: Generations Sharing Leadership

Posted on June 4, 2008 by Alice Buhl

Today’s family foundation field has many well-prepared next generation members and a whole generation of longer living, active senior members. And while the field has been resourceful in promoting next gen involvement, it has done little to address succession issues for the senior generation or to consider options for shared, multi-generational leadership. Alice Buhl discusses lessons learned from family business,… Read More

Shaping a Legacy Plan and Working with Your Advisors to Achieve It

Posted on May 15, 2008 by Tracy Gary

Families who think thoughtfully about what they want to achieve with their wealth - either through their foundation, their personal giving or both - and who communicate that clearly to their advisors, will have more success in seeing their legacy fulfilled. Unless you develop a plan and share your vision, your financial advisors may advise you to follow a conservative giving plan that doesn't take into account your capacity to give or desire to go beyond just preserving wealth… Read More

Generations of Giving: Chapter 8 – Developing the Organizational Structure

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 8 of Generations of Giving: Leadership and Continuity in Family Foundations, a landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy. This chapter features the authors conclusions regarding the importance of organizational structure for achieving the mission of a foundation. Review the complete collection of chapters from… Read More

Generations of Giving: Chapter 5 – The Family-Governed, Staff-Managed Foundation

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 5 – The Family-Governed, Staff-Managed Foundation Chapter 5 of Generations of Giving: Leadership and Continuity in Family Foundations, the landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy. This Chapter introduces the concept of “The Family-Governed, Staff-Managed Foundation” and looks at the characteristics and challenges of achieving… Read More

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