Posts tagged to 'Using consultants'

7 Tips for Creating a Donor Legacy Video

Posted by Kelly Medinger on July 25, 2017

A couple years ago I realized the Knott Foundation was approaching 40 years as a Catholic family foundation! The time was ripe to pause, reflect on our work, and find ways to commemorate the Foundation. Enter the idea of creating a donor legacy video.

Planning for an influx of assets

Posted by Elaine Gast Fawcett on August 25, 2015

An influx of assets is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing – or, perhaps, to try something new. Either way, additional resources will often provide your foundation with new options for making a difference according to your foundation’s mission.

'On-boarding' the next gen: The Durfee Foundation's approach

Posted by Caroline Avery on October 20, 2014

The Durfee Foundation has held many board retreats during its 54-year history, but these have always been for trustees only. In 2014 we decided to do an all-family board retreat and bring together toddlers, teens, trustees and elders. Why the change? Read on...

How do you choose grants management software?

Posted by Laura Quinn on March 24, 2014

Grantmaking programs are complicated to manage. Even the relatively small programs can involve tracking dozens of applications, reviewers, requirements, and payments. But grants management software applications can help by saving grantmakers time, making their processes more effective and transparent, and even transforming the way they do business. Grantmakers’ choices are growing each year…So how can foundations choose the right grants management system from this growing selection?

A legacy lives on: The Kaplan Family Foundation’s successful leadership transition

Posted by Dinaz Mansuri and Mollie Bunis on December 15, 2013

Editor’s note: As the National Center for Family Philanthropy continues its ongoing focus on the topic of transitions, this month in Family Giving News we feature an excerpt from “A Legacy Lives On: The Kaplan Family Foundation’s Successful Leadership Transition,” the new Passages Issue Brief on the...

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....

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...

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