Case Studies

Transparency Case Study: Tracy Family Foundation

Posted on February 28, 2019 by Elaine Gast Fawcett

What choices do family foundations and funds have when it comes to transparency? NCFP's new guide, "Transparency in Family Philanthropy: Opening to the Possibilities," features a collection of five diverse funder stories exploring different takes on how families think about and act on transparency—and what they have learned as a result… Read More
Case Studies

Transparency Case Study: The Jay and Rose Phillips Family Foundation of Minnesota

Posted on December 5, 2018 by Elaine Gast Fawcett

What choices do family foundations and funds have when it comes to transparency? And what approaches are families taking when it comes to managing transparency, communications, and privacy? NCFP's new guide, "Transparency in Family Philanthropy: Opening to the Possibilities," features a collection of five diverse funder stories exploring different takes on how families think about and act on transparency—and what they have learned as a result. This month we share the experiences and lessons learned from the The Jay and Rose Phillips Family Foundation of Minnesota… Read More
Case Studies

Using a Donor Advised Fund to Nurture Family Philanthropy

Posted on May 22, 2017 by The R. Howard Dobbs Jr. Foundation

The R. Howard Dobbs, Jr. Foundation is the legacy of Howard Dobbs, Jr., a lifelong Atlantan who was a respected businessman, a civic leader, and a generous philanthropist. He did not have children of his own but was very close to his sister’s three children. As Mr. Dobbs grew older and began making decisions about the long-term future of the family foundation he’d established in 1959, he turned to his nephew and nieces for leadership. He asked them to join the foundation’s board and tasked them with responsibility for its stewardship after his death. … Read More
Case Studies

The Meyerhoff Funds: Bridging Geographic Boundaries for Shared Impact

Posted on October 15, 2012 by National Center for Family Philanthropy

Editor’s Note: This is one of three “Family Office Spotlights” included in the National Center’s new report, Working Together for Common Good, available at our website at www.ncfp.org. The Joseph and Harvey Meyerhoff Family Charitable Funds are a group of Baltimore-based family foundations whose philanthropic contributions have had significant impact not only on the city of Baltimore, but nationally and internationally as… Read More
Case Studies

A Committment to Place: the Springs Close Foundation

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

The Springs Close Foundation is among the largest family foundations in South Carolina, and one of the oldest in the South. Assets at the end of 2009 were approximately $38 million, and over the past seven decades the foundation has invested nearly $100 million in the state – primarily in a rural three-county region known as the “Olde English District” or… Read More
Case Studies

The Highland Street Foundation

Posted on October 11, 2009 by Susan Crites Price

Summer’s over, but for many Massachusetts families, the memories linger on. That’s because from July 3 to September 4, Boston’s Highland Street Foundation sponsored Free Fun Fridays at each of 10 museums and other attractions across the state. Thousands of children and families enjoyed a free experience that some might not otherwise be able to afford, and the 10 institutions… Read More
Case Studies

The Geraldine and Howard Polinger Family Foundation

Posted on August 11, 2009 by Rebecca Zimmerman

One Foundation’s Plan for Embracing the Next Generation Lorre Polinger and her siblings are facing a common challenge in family foundations or funds: how to engage their combined nine children in the family’s philanthropy. Founded in 1968 by their parents, Geraldine and the late Howard Polinger, the Polinger Family Foundation is currently governed by five trustees: Geraldine and her four… Read More

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