Case Studies

Get Rid of the Go-Between: Jacobs Family Foundation

Posted on January 21, 2020 by Elaine Gast Fawcett

Cover of the Passages Issue Brief, Bridging the Power Divide, with a person teaching a few others in a room
As a family funder, how can you acknowledge and responsibly navigate the power of your position? How does the power and privilege you hold affect those you interact with and support? How can you use your power for good—to make lasting impact? This Passages Issue Brief features stories, perspectives, and practical tips on power, and suggestions for how family funders can work… Read More
Case Studies

Trust-based Philanthropy: Satterberg Foundation

Posted on January 13, 2020 by The Whitman Institute

The Satterberg Foundation recently decided to transform its processes in an effort to build greater transparency and alignment with their core values. One of the most dramatic changes was a shift to multi-year general operating support. The Trust-Based Philanthropy Project’s Shaady Salehi sat down with Executive Director Sarah Walczyk to get the scoop on why they did this and what… Read More
Case Studies

Transfer Decision Making and Wealth: Chorus Foundation

Posted on January 7, 2020 by Elaine Gast Fawcett

Cover of the Passages Issue Brief, Bridging the Power Divide, with a person teaching a few others in a room
As a family funder, how can you acknowledge and responsibly navigate the power of your position? How does the power and privilege you hold affect those you interact with and support? How can you use your power for good—to make lasting impact? This Passages Issue Brief features stories, perspectives, and practical tips on power, and suggestions for how family funders can work… Read More
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, Community Foundation for Greater Atlanta

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. 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 well. Joseph Meyerhoff, a premier… 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

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