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Generational transitions are a natural part of family philanthropy—trusting the next generation to honor established values and traditions while asserting their own leadership. Many families seek guidance from philanthropic advisors to find the right balance of implementing changes and maintaining the status quo. In the webinar Successful Generational Transitions, staff members from the Seattle Foundation and the Community Foundation for Read More

Claneil Foundation has valued the importance of relationship since its inception. Over the last four years the foundation has deliberately reexamined its practices with this lens – and it’s been transformational. The Trust-Based Philanthropy Project’s Shaady Salehi sat down with Executive Director Mailee Walker to get the scoop on why they did this and what they’re learning along the way: Read More

Creating and running a family foundation can be rewarding and impactful. However, when a family foundation grows and hires non-family or family staff to operate the organization, it is imperative that systems are put in place to professionalize the foundation. These systems will introduce clarity and objectivity in decision making, reduce potential conflicts, and ensure the foundation follows best nonprofit Read More

Editor’s note: In this excerpt, Heather Fust writes about putting values into practice through staff culture at Foundant Technologies. The full article was originally published on Foundant Technologies’ website and appears with permission.  As I wrote at the beginning of 2019, “Choose Kind” remains front and center to every interaction and every thought in our day-to-day lives at Foundant. As Read More

Editor’s note: This post originally appeared on Phīla Engaged Giving’s website and appears with permission. There’s a danger in making generalizations about any group of people, however, this blog post aims to share trends within the “Millennial” or “NextGen” demographic and to offer some tips on how to bridge the generation gap between the old(er) and young around philanthropic giving. Read More