Holiday Traditions

Posted on December 15, 2004 by Virginia M. Esposito

Many family foundations and funds have chosen to hold their annual meetings during the Thanksgiving weekend. It is a time when family is together and it makes sense for so many geographically dispersed families to add their philanthropic business to the shared celebration of giving thanks. What goes better than turkey and stuffing if not gratitude and generosity? I get… Read More
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Family Philanthropy in Community Foundations

Posted on November 15, 2004 by Sarah Trzepacz

Community involvement and support for local institutions have always been at the heart of family philanthropy. Many families feel a strong emotional and genealogical pull from their home states, cities, or towns long after economic ties have grown weak or been severed altogether. Perhaps the family business has been relocated to a larger city to take advantage of a better… Read More
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Faith and Family Philanthropy: the Power of Giving to Improve and Strengthen Communities

Posted on October 15, 2004 by Sarah Trzepacz

Be good, be kind, be humane, and charitable; love your fellows; console the afflicted; pardon those who have done you wrong.  —Zoroaster And now abideth faith, hope, charity, these three; but the greatest of these is charity —I Corinthians We. . .have a religion which was given to our forefathers, and has been handed down to us, their children. It… Read More
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Accountability to Our Common Tradition

Posted on October 15, 2004 by Kevin Laskowski

Stewardship is a term that is healthily disciplining, but it is also too passive: it does remind us of the specific trusts we have accepted, but it does not suggest the creative roles we inescapably play. We are stewards not merely of money, but of a tradition–a tradition [that] is still evolving. And that makes us accountable not only for… Read More
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The 990-PF in a Nutshell: What You Need to Know

Posted on August 15, 2004 by National Center for Family Philanthropy

What is the 990-PF and who needs to fill one out? The 990-PF is the tax return used for all private foundations filing under tax-exempt status, which inventories all of a foundation’s assets, investments, revenue, expenses, and charitable disbursements throughout the fiscal year. It also lists foundation officers, trustees, and the number of staff, itemizes its grants, and gives information… Read More
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Top Ten Trends in Family Philanthropy

Posted on July 15, 2004 by National Center for Family Philanthropy

This month’s Family Giving News is devoted to a brief look at the top ten trends in family philanthropy, about which the National Center will be releasing a new Passages issue paper this fall.   Trend 1: Rising Number of Families Participating in Philanthropy Consider that between 1990 and 2002 the number of active grantmaking foundations doubled from approximately 32,400 to more than 64,800… Read More
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Effective Family Grantmaking in Times of Economic Uncertainty

Posted on May 15, 2004 by National Center for Family Philanthropy

By its very nature, family philanthropy tends to be a long-term endeavor. Family philanthropies that seek to effectively serve through the generations need to be flexible, resourceful, and resilient. In uncertain economic times, families must employ a variety of strategies to reinvent themselves and to help their grantees to do the same. What strategies can family grantmakers use to weather… Read More
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Ethical Wills and Donor Legacy Statements: Passing on More Than Financial Wealth

Posted on April 15, 2004 by National Center for Family Philanthropy

This issue of Family Giving News examines the growing use of ethical wills and donor legacy statements: What are they? Why might you and your family want to use one? And how can one of these statements benefit individual donors, their families and the causes and issues they care most about? How can ethical wills or donor legacy statements ease anxieties about… Read More
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Investing in Your Mission

Posted on March 15, 2004 by National Center for Family Philanthropy

INTRODUCTION: WHAT IS MISSION-RELATED INVESTING? People who become philanthropists do so for many reasons, prime among them to benefit society and improve the communities in which they live. Given the enormity and persistence of need, most people wish they had more resources to give. What many philanthropists often overlook is the untapped power of their portfolio to further their philanthropic… Read More