Posts tagged to 'Advisor’s role'

3 ways foundations squash risk-taking

Posted by Kris Putnam-Walkerly on April 26, 2016

There was a time not too long ago when you rarely heard the word “foundation” and “risk” in the same sentence…or paragraph…or entire document. Risk simply hasn’t been something formally and broadly associated with philanthropy over the past few decades. However, it’s become pretty obvious to many people that the traditional ways of grantmaking are not enough to make a dent in the entrenched and intertwined social challenges of poverty, inequity, education or healthcare.

Generations Together: Tools for teaching the next generation to give

Posted by Virginia Esposito on March 1, 2016

According to the National Center for Family Philanthropy’s recent 2015 Trends Study, nearly 3 in 5 U.S. family foundations engage younger family members in the foundation — and more than 40% say they expect to add to or increase the number of younger-generation family members on their boards in just the next four years. This is an encouraging trend — especially for those of us who believe that these important institutions can have a much greater impact if they can keep the family productively engaged in their work.

So you want to be a family philanthropist: Choosing your giving vehicle

Posted by Julia Kittross on August 18, 2014

There are two vehicles that most donors consider when they are interested in involving their families in shared, multi-generational philanthropy: establishing a donor advised fund or creating a private foundation. This article introduces the key questions donors should ask when choosing between these two common options.

Giving while living: Carolyn and Peter Lynch

Posted by National Center for Family Philanthropy on November 15, 2013

Editor’s Note: The National Center is delighted to partner in 2013 with the Bridgespan Group to share videos from its Conversations with Remarkable Givers series. In this month’s installment, we feature Bridgespan’s interview with Carolyn and Peter Lynch, co-founders of The Lynch Foundation....

Giving while living: Emmett Carson, the Silicon Valley Community Foundation

Posted by National Center for Family Philanthropy on September 15, 2013

Editor’s Note: The National Center is delighted to partner in 2013 with the Bridgespan Group to share videos from its Conversations with Remarkable Givers series. In this month’s installment, we feature Bridgespan’s interview with Emmett Carson, founding CEO of the Silicon Valley Community Foundation....

Celebrating the privileges of family philanthropy: Happy Holidays!

Posted by Virginia Esposito on December 15, 2010

It was about this time last year that I received a phone call from a very worried trustee of a family foundation. On behalf of her Board she had contacted her investment advisor to alert him to the fact that the trustees were concerned about all the nonprofits in her community....

Family members as staff

Posted by National Center for Family Philanthropy on November 15, 2010

What is the best way to formalize the process of hiring and setting salary for a family member? LIZ WALTERS: Off the top of my head, I can think of four things that we did. The first thing was to create job descriptions. I was the only staff member to begin with, but we also created a job description...

Tips and tools for effective family board meetings

Posted by National Center for Family Philanthropy on October 15, 2010

This month’s Ask the Center features tips and tools for effective family board meetings from Marla Bobowick, former Vice President at BoardSource and founder of Bobowick Consulting, and Karie Brown, principal of KB Consulting and Board member of the Hidden Leaf Foundation. Marla and Karie were the...

Managing relationships with your legal, financial, and investment advisors

Posted by National Center for Family Philanthropy on September 15, 2010

This month’s Ask the Center features answers to questions on managing relationships with your advisors from Patricia Angus, the founder and CEO of Angus Advisory Group, a philanthropy and family governance consulting and educational firm based in New York City. Patricia was a featured speaker on the...

On the phone with... Robert Friedman of CFED and the Friedman family foundation

Posted by National Center for Family Philanthropy on August 15, 2010

“I think if you look at the practices and policies that have made this country strong, it has been broad-based investment in the common genius – unleashing the entrepreneurial capabilities of all of our people.” Robert Friedman is the general counsel, founder and chair of CFED, and serves as a board...

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