Case Study Posts

The William J. and Dorothy K. O’Neill foundation

Posted by Susan Crites Price on January 17, 2009

Lessons from One Family’s Transition from Founder to Nonfamily Director When Bill O’Neill Jr., president of the William J. and Dorothy K. O’Neill Foundation in Cleveland, decided to step aside from being “chief cook and bottle washer for 20 years,” the family faced a common dilemma: how to shift the...

Tracy family foundation

Posted by National Center for Family Philanthropy on October 15, 2008

When the Tracy Family Foundation (TFF) set out to determine its strategic vision for the next five years, the Mount Sterling, Illinois family foundation included goals for Brown County, the surrounding region in western Illinois served by the foundation, and the Tracy family itself....

The Tow foundation

Posted on September 18, 2008

When Leonard and Claire Tow created the Tow Foundation in 1988, it was like many other family foundations that base their grantmaking programs on the interests of the trustees. But by the late 1990s that had changed. Seeking funding gaps in their home states, the trustees began to focus collectively in...

The Lawrence Welk family foundation

Posted on July 18, 2008

A few summers ago, the board of the Lawrence Welk Family Foundation issued a challenge to young family members. Gathered at a family-owned resort in San Diego for the family’s annual meeting, the fourth generation of Welk family members was told about a local shelter for homeless families....

The Tecovas foundation

Posted by National Center for Family Philanthropy on June 18, 2008

A family foundation writes a new chapter of the family legacy after the deaths of its generous founder and two family trustees. “I grew up in Cleveland, Ohio, went to Kent State University, and majored in history and political science,” says 25-year-old Mary Galeti, Vice Chair of the $11-million...

The Butler family fund

Posted by National Center for Family Philanthropy on May 24, 2008

Inspired by a vision of “a world where being low-income does not mean having to choose between housing and food, and where everyone can have faith in our system of justice,” the $11-million, Washington, DC-based Butler Family Fund is an important advocate in the realms of homelessness and criminal...

The Roy A. Hunt foundation

Posted on April 18, 2008

Like many family foundations of its size and age, the Roy A. Hunt Foundation of Pittsburgh, Pennsylvania faces a number of challenges: carrying on an important charitable legacy while engaging a growing geographically dispersed family, and balancing the diverse interests of that family to make grants...

The Paine family foundation

Posted by National Center for Family Philanthropy on March 15, 2008

I catch up with Carol Paine-McGovern in a fourth-floor conference room in the Smithsonian Museum of the American Indian. Carol’s in town for Foundations on the Hill. 300 philanthropy representatives from 35 states and the District of Columbia have gathered in our nation’s capital for meetings with...

The slingshot fund

Posted by National Center for Family Philanthropy on February 15, 2008

A new group of young Jews, the grandsons and granddaughters of several prominent giving families, is carrying on a legacy of giving while rewriting the rules for a new generation. The Slingshot Fund was born on Grand Street. Danielle Durchslag, a great-granddaughter of Nathan Cummings, founder of Sara...

The educational foundation of America

Posted by National Center for Family Philanthropy on January 15, 2008

Many foundation investment advisors contend it’s best to keep the investment side and the grantmaking side of philanthropy separate. “I hear it all the time,” says John Powers, a board member of the Educational Foundation of America (EFA), a family foundation based in Westport, Connecticut....

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