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Balancing Individual and Family Interests in Collective Giving: Question and Answer with the Authors

Researchers from Lansberg Gersick Advisors hypothesized that families’ abilities to work together effectively in their philanthropy is dependent not only on the way they design their collective family foundation, but also in how they structure the philanthropic activities outside of it. From 2018–2022, they conducted surveys and interviews and found that as families evolve, they face common dilemmas regarding their Read More

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Knowledge Center | Impact Story

Sustainable Investing as Part of a 10-Year Spend Down at The John Merck Fund

August 7, 2023 | The John Merck Fund
When The John Merck Fund embarked on a 10-year spendout of its assets in 2012, the board aimed to maximize its grantmaking clout across four core program areas. The board also set another challenge: to finance the effort as much as possible with sustainable investments consistent with the Fund's philanthropic mission—and, what’s more, to do this without sacrificing market-rate returns. Read More
Knowledge Center | Video

Navigating Family Philanthropy: Choosing Your Social Impact Strategies

July 17, 2023
So how do you design your social impact strategy? Begin with goals and aspirations. Setting goals helps you focus your resources. Your goal is your vision for success. It identifies the changes you want to see within a specific population, place, or issues you will support. Read More