Grantmaking, Geography, and Leadership: Casalli Family Foundation

New trustee Molly Casalli is learning that Barlow County, the Casalli Family Foundation’s focus for over 30 years, has changed significantly in the years since she left for college. At the same time, she and other third generation trustees are feeling drawn to funding needs in their own communities.

As families grow and disperse geographically, foundations dedicated to the donor’s hometown are challenged to create a vision for the future that engages all trustees. Re-engaging trustees and maximizing future philanthropic impact begins with a strategic planning process that respects family legacy, a community’s needs and trustees’ personal interests.

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Stories for Engaged Learning

Stories for Engaged Learning is a collection of case studies rooted in the practical experiences of family and private foundations; the stories are designed for engaged learning. 

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Mary Phillips at 2017 National Forum on Family Philanthropy

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