Next Generation

Spending Policy (David and Lucile Packard Foundation)

Posted on June 10, 2015 by David and Lucile Packard Foundation

The David and Lucile Packard Foundation aims to be a long-term, though not necessarily a perpetual institution. Currently it is the intention of the Foundation to exist as a strong foundation working toward important goals in its program areas of interest through at least 2060, representing approximately the lifespan of David and Lucile Packard’s grandchildren. The Foundation is structuring its… Read More

The Better Boardroom: a Complimentary Lunch Seminar for Giving Families (Chicago)

Posted on February 25, 2015

Family foundations are a breed apart. The impact of family structure and dynamics on how a foundation is governed is enormous and consistently underestimated.  Join us for an overview of how to truly integrate the family into family foundation governance.   The program will cover these essentials: Forgotten factors – how family dynamics, family size and family structure should guide decisions… Read More

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

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