Events & Webinars | Webinars

Community Connections: Place-Based Family Philanthropy

While some families pay particular attention to the family’s legacy of giving, and some focus on a particular issue or cause, many choose to limit their grantmaking to a specific city, state or region. Hometown serves as both the family’s sense of place and commitment. Gratitude to a supportive community and a desire to give back mean developing giving interests along geographic lines. Read More
Events & Webinars | Webinars

Adding nonfamily trustees and community voices to your family foundation board

What are the signs that your foundation’s board might benefit from adding a community leader to bring new energy and a fresh voice to board deliberations and decisions? Some family foundations have never had an outside trustee on the board and don’t want one. Others have had non-family trustees since their inception—either a friend or business associate of the founder, a trusted lawyer or accountant, or a program expert or local community leader respected by the family. Read More
Events & Webinars | Webinars

Family Offices and Family Philanthropy

As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation. Read More
Events & Webinars | Webinars

Avoiding Leaky Pipes: Enhancing Donor-Grantee Collaboration

Given the challenging economic times, it’s only natural for donors to want their scarce resources to be well spent. In reality, the pipeline that brings resources from donor to grantee is often leaky, limiting the potential for results. There is a great opportunity to enhance donor and grantee collaboration, which could increase the impact of each dollar granted. Read More
Events & Webinars | Webinars

Performance Review: Evaluating the Family Foundation CEO

Little has been written about how to review the performance of family foundation CEOs. The job carries a unique set of roles and responsibilities including the special skills required to support effective board governance, work within the family’s culture, represent the family in the community, and engage in grantmaking in the context of the family’s legacy. Read More
Events & Webinars | Webinars

Impact Investing and Family Philanthropy: a One-Two Punch

July 12, 2012 | Julia Balandina Jaquier
Interest in impact investing among wealth holders, their foundations, and family offices continues to grow. As a means for providing capital to for-profit ventures with a social mission, impact investing is increasingly viewed as an effective solution for combining the philanthropic aspirations of wealthy families with their financial objectives. Read More