Thinking Ahead for Your Family Foundation
Posted on February 28, 2013 by Mary Phillips
Ten ways to plan for board continuity and succession… Read More
Next Generation
Cultivating and Learning from Next Gen Leaders
Posted on February 14, 2013 by Mary Galeti, Michael Moody, Sharna Goldseker, Zac Russell, Ashley Blanchard
Members of the next generation (including Gen X and the “Millennials”) are the future - and increasingly current - leaders of philanthropy, yet we still know little about how their philanthropy differs from that of previous generations… Read More
Celebrating Milestones in Family Philanthropy: Inspiration for the future
Posted on June 20, 2012 by Jason Born
These celebrations may have the added benefits of inspiring the personal philanthropy and volunteer efforts of younger family members and other families, and of providing public attention and recognition of the work of your grantees and other nonprofits in your community. … Read More
Policy Central: Engaging Next Gen and Extended Family
Posted on April 15, 2012
Examples of board nomination and application forms, orientation handbooks, training programs, matching grants, and other policies for engaging next gen and extended family. … Read More
Straight from the Source: Working with a Living Donor
Posted on March 8, 2012 by Arthur Tauck, Carol Trawick
The dreams, life experiences, and personalities of donors and donor couples are at the heart of family philanthropy. Everything from the family’s philanthropic focus and mission to the interaction with potential grantees connects to the legacy of the founders… Read More
Tools and Tips for Next Gen Philanthropists
Posted on February 9, 2012 by Lana Volftsun, Lisa Parker
Most philanthropic families say they want the next generation at the table. Yet how do new trustees develop their personal values and ideas to contribute to the discussions? And when and if the next gen has a sense of how they’d like to give, will the board actually welcome their perspectives? How can your foundation actively facilitate this process?… Read More
Finding Common Ground, Valuing Different Views
Posted on January 12, 2012 by Bobbi Hapgood, Chris Renner, Terry Hunt, Tony Macklin
In this candid, behind the scenes look at two family foundations, we explore strategies and techniques to promote civil discourse… Read More
Discretionary Grants: Encouraging Participation… or Pandora’s Box?
Posted on December 8, 2011 by Susan Crites Price, Greg Cantori, Karie Brown
Family foundation boards that offer discretionary grants to their individual trustees and staff have a variety of reasons for doing so. Those who do not cite a number of potential barriers - both practical and philosophical - for this decision… Read More
Discretionary Grants: Engaging Family… or Pandora’s Box?
Posted on December 8, 2011 by Susan Crites Price
If you asked at a gathering of family foundation folks whether using discretionary grants is a good idea, you’d never reach consensus. Many family foundations don’t use them. Those that do have widely varied policies governing how much money is available, who is eligible to make the grants, and whether the grants must be within the foundation’s mission and guidelines… Read More
Ethics in family philanthropy: Right vs. right decision-making
Posted on November 10, 2011 by Rushworth Kidder
Ethical issues affect every facet of a family’s philanthropy from its structure and mission to its investment, grantmaking strategies, and perhaps most importantly, governance structure. The role of ethics and values is so integral to how families define and carryout their missions, and the expectations for ethical behavior among philanthropists so high that it’s easy to become overwhelmed or stymied… Read More